Half of Parents Say College Savings More Important Than Retirement
Nearly a third said they were using their 401(k)s to save for their children's college, T. Rowe Price found.
Lou Harvey: Obama Just Blew Up Your Business Model; Here’s What You Can Do
If you’re an advisor focused on retirement, the Obama administration has just blown up your own retirement plan. Dalbar's CEO offers a survival plan.
Average Retirement Age Leveling Off
Cultural and structural changes that converged to reverse a century-long decline in labor force participation may have petered out, the Center for Retirement Research says.
King vs. Burwell: 5 Patches for PPACA if Court Cuts Subsidies
If the Supreme Court kills federal exchange subsidies, what happens on July 1?
Edge 401(k) Funds Offers Personal Money Coach to Participants
A new 401(k) offering combines managed funds with personal guidance from a "money coach."
Financial Literacy Falling Among Military Families
A report released in February found that the general population scored higher on a financial literacy test than military households.
Raymond James Adds 6 From LPL; Wells Fargo Grabs 5 From Morgan Stanley
Meanwhile, Merrill Lynch recruits a UBS team as wirehouse retention deals expire.
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—Slideshow
While advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.
Boomers’ Newfound Freedom Changes How They See Home
Around age 61, boomers say they feel more freedom to live wherever they wish than they did when they were younger.
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.