Why Advisors Should Act Like Fiduciaries With or Without DOL Rule
It's what their clients expect now, according to a panel of investment consultants at the TD Ameritrade annual LINC conference.
15 Best States for Retirement: 2017
A warm climate wasn’t enough to get a high ranking (although the No.1 state for retirees probably won’t surprise anyone).
3 Reasons Peter Drucker Could Have Run Your 401(k)
When talking to clients about their retirement plans, turn to "The Father of Modern Management" for wisdom.
How to Minimize Pricey Medicare Surcharges
Moderate- to high-income clients face Medicare income-based surcharges that can add nearly $9,000 to the client’s total Medicare bill in 2017.
Senator Makes New Push for Senior Safe Act
The bill is designed to prevent the financial exploitation of seniors by training and granting immunity to financial professionals.
SEC Halts Senior Assisted Living Muni Scam
A South Carolina businessman was charged in fraudulent bond offerings for senior care facilities in Georgia and Alabama.
10 Best Foreign Countries for Retirement: 2017
International Living ranked the top retirement destinations based on cost of living, health care and more.
Rising Student Debt Among Seniors Threatens to Wreck Their Retirement
The CFPB reports that nearly 40% of borrowers 65 and older, a fast-growing segment of student-loan debtors, are in default.
Obamacare Didn’t Fail Because It’s Timid
Today’s history lesson: When it comes to policy, political math trumps both technocratic merit and courage every time.
A Checklist for DC Plan Sponsors in 2017: Mercer
Plan sponsors need to do more than just focus on retirement when designing and maintaining their DC plans, says Mercer.