Ameriprise Agrees to $27.5M 401(k) Settlement
The broker-dealer was accused of charging its employees high fees and using expensive proprietary funds.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
U.S. Retirement Crisis Is Real: NIRS
A pair of surveys released in March by the National Institute for Retirement Security shows that the country is facing a retirement crisis.
8 Tax & Investing Tips for Advisors’ Wealthy Clients
Kimberly Foss of Empyrion offers ways to cut the amount owed Uncle Sam and build up the portfolio.
Military Still Worried About Sequestration, Confident About Repeal
The military spending caps enacted by Congress in 2011 are unpopular among servicemembers, and 80% think they should be repealed.
How Kickstarter Can Help IRA Investors
Self-directed IRA investors who are interested in alternative strategies should explore opportunities with entrepreneurs trying to raise funds, Pensco says.
Adult Children Eating Away Boomers’ Retirement Savings
How much support boomers provide their adult children is a key factor in their retirement preparedness, a report from Hearts & Wallets found.
Fiduciary v. Suitability at Supreme Court, DOL
Obama’s decision to push for a fiduciary standard for retirement advisors while the issue is before the Supreme Court gives proponents a potentially game-changing boost.
Kotlikoff: Social Security’s Rules Ripping Off Recipients
Laurence Kotlikoff talks to ThinkAdvisor about some of the most "devious" among Social Security's 1,728 rules—and why high-income clients ignore them at their peril.
Many HNW Investors Call Themselves ‘Self-Directed,’ Despite Complex Portfolios
Almost 30% of high-net-worth investors consider themselves self-directed, a survey from Cerulli Associates found.