DOL Quickly Releases Another Batch of Fiduciary FAQs
The new guidance for advisors includes some “pleasant surprises” and one “disappointment,” lawyer Fred Reish says.
A Siri for Your Finances? Digit Says Trust Me
The fintech startup is working on algorithms to help users save money as painlessly as possible.
Trump Tax Reform May Prompt Changes in Clients’ 401(k) Strategies
The new era is expected to substantially reduce income tax rates for high earners but will complicate retirement income planning.
DOL Releases Fiduciary Rule FAQ for Investors, Workers
EBSA’s Phyllis Borzi says the second batch of FAQs are “meant especially for workers and retirement investors.”
10 Risks and Costs of ETF Investing
Investors, particularly those relying solely on ETFs, should be aware of these risks and how to manage them.
10 Best Foreign Countries for Retirement: 2017
International Living ranked the top retirement destinations based on cost of living, health care and more.
John Hancock Uses NextCapital to Bring Robo-Advice to Its Retirement Savers
The partnership will bring “nonconflicted, personalized advice” to John Hancock’s 2.7 million retirement clients, says NextCapital’s Rob Foregger.
Get Ready to Pay $500 More in Social Security Taxes
Why an automatic change in a Social Security rule may sting in 2017.
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.
Congressman Introduces Bill to Delay DOL Fiduciary Rule
The bill would delay the rule's implementation by two years.