If Advisors Get Dementia, What Happens to Their Clients?
Advisors hopefully have a plan for clients who show signs of dementia, but what happens if advisors’ own decline prevents them from fulfilling their duties?
Top 10 Retirement Planning Mistakes Lawyers Make
Big-firm lawyers may be smart and successful, but they make retirement planning mistakes just like everyone else, say financial planners.
HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)
Health savings accounts combine the tax advantages of 401(k)s and Roth IRAs, making them an effective way to save for health costs in retirement.
DOL Fiduciary Rule Hits BDs’ IT Budgets, Product Lines
“Broker-dealers have to make a lot of very difficult, and in some cases expensive, decisions,” ERISA lawyer Fred Reish says.
8 Best Foreign Retirement Destinations
The Retire Overseas Index identifies some lesser-known cities and regions for retirees to explore.
Health Care Expenses for Retired Couples Hit Record $260,000: Fidelity
That's a 6% increase over last year, Fidelity reported. Meanwhile, HSAs' popularity is soaring.
Cutting Small-Business Health Coverage Risks With HMRAs
A traditional HRA with an employer health matching reimbursement account (HMRA) can provide a solution for small-business clients.
Social Security Turns 81
The program helps to finance the retirement of more than 40 million Americans but needs fixing to avoid payment cuts of 25% by 2034.
Lebenthal to Exit Wealth, RIA Business
The closing follows the departure of YorkBridge Wealth Partners, a group with $750 million in assets that moved to Dynasty.
LPL Sees Big Uptick in Recruited Reps
A large number of advisors moved to the IBD from Cetera Financial, Advisor Group and other broker-dealers.