Rep. Wagner to Introduce Bill Repealing DOL Fiduciary Rule by Sept. 30
The move comes as SEC Chairman Clayton is set to testify before the House Financial Services Committee in early October.
How to Help Clients Plan for Natural Disasters
While hurricanes and wildfires are top of mind, now is the time to discuss potentially catastrophic events with clients.
RiXtrema Launches New Fiduciary Compliance Tool
RiXtrema has made updates to help advisors and broker-dealers monitor retirement plans for compliance with the Supreme Court’s Tibble v. Edison decision.
Illinois Officials Prod Rauner to Sell Bonds to Cut Unpaid Bills
The pile of bills left over from a budget impasse includes many bills from health care providers.
Betterment Adds 2,500 Accounts With Uber Partnership
Since announcing a partnership with Uber last year, Betterment has added 2,500 new users, Bloomberg BNA reported.
3 Common RMD Errors Advisors Must Avoid
The rules for calculating RMDs cause much confusion for clients and advisors alike, and the penalty for errors is stiff.
Helping Clients Recover Their Retirements: Pt. 1
This column on retirement is written for clients in their 50s or 60s who did not act, or whose planning was swamped by misfortune.
7 Top Online Brokerages: Kiplinger
Kiplinger ranks firms based on commissions, investment choices, tools, research, ease of use, mobile access and advisory services.
Retiring This Year? Here’s What You’ll Pay for Health Care
Fidelity's annual cost estimate shows health care costs are up 70% since 2002, though the year-over-year increase is smaller.
New Solutions for Familiar Retirement Challenges
During a recent class on investing basics she taught to a group of women, Kristen Euretig, a financial advisor in Brooklyn, New York, was asked many questions about 401(k) plans.