UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.
Bill to Delay DOL Fiduciary Rulemaking Is Revived
Rep. Ann Wagner, R-Mo., has reintroduced a bill to force the DOL to wait until the SEC makes its own fiduciary rule.
Flood of 401(k) Suits Expected if Tibble Prevails in Supreme Court
Oral arguments begin Tuesday in the first 401(k) excessive-fee case that the high court has agreed to hear.
Christie Seeks to Roll Back Pension Payments
New Jersey Governor Chris Christie's move comes a day after a judge said he broke state law by withholding $1.6 billion from the retirement system.
White House Is Not Fond of Hidden Retirement Fees
The Obama administration says "conflicted investment advice" costs Americans $17 billion a year. Let's look at their math.
QLACs Change the Game in Social Security Timing
Insurance carriers have begun to offer qualified longevity annuity contracts, which can reshape a client’s entire retirement income planning strategy.
Obama Endorses DOL Fiduciary Redraft, Girds for Fight
“If you want to give financial advice, you have to put your clients’ interest first,” Obama said Monday, blasting “backdoor payments” and high fees.
Lockheed to Pay $62 Million to End Worker Pension Lawsuit
Employees and retirees say the defense firm charged them “unreasonable and excessive” fees on retirement plans.
Obama Tells DOL to Move Forward With Its Fiduciary Redraft
President Obama to speak at AARP about DOL’s fiduciary redraft; White House to also release its report on redraft.
Is Crowdfunding the Great Investment Equalizer?
The collaborative nature of crowdfunding can be ideal for some investors, particularly women. And there's room for advisors to help.