Retirement Outlook Improves 'Somewhat' as Workers Embrace Auto-Features: Survey
Retirement savers are more optimistic about how much they’ve saved, but inertia and competing demands keep them from saving more, a J.P. Morgan survey says.
Does DOL Fiduciary Rule Create a New Right to Sue?
The lawsuit by NAFA challenges the rule on six counts, but the key question is whether the rule creates a new private right of action.
Top Portfolio Products: ARK Launches 3D Printing ETF
The PRNT ETF tracks the Total 3D-Printing Index, which includes 40 stocks in 3D printing and related businesses such as computer-aided design.
How to Save Retired Clients Thousands in Medicare Costs
Wealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
Investors Are Getting Ripped Off on Index Fund Fees, Lawsuits Say
New York Life employees allege that its MainStay S&P 500 index fund in their 401(k) has much higher fees than comparable index funds.
Social Security Bill Would Raise Retirement Age, Slow COLAs
The Save Our Social Security Act employs a combination of revenues, benefit adjustments and raising the retirement age while preserving early retirement.
A Tale of Woe: Boomers Trying to Build a Retirement Nest Egg
Eight in 10 boomers don't know the amount of pre-retirement income they’d feel comfortable living on into their golden years.
What Financial Firms Can Learn From Fitness Trackers
Financial firms that want to offer a better digital experience to their clients should look outside the financial services industry, according to Corporate Insight.
Why Companies Don’t Want Workers to Put More in Their 401(k)s
Retirement experts enthusiastically endorse automatic 401(k) features, but companies remain skeptical.
MetLife Shelves 148-Year-Old U.S. Retail Brand for ‘Brighthouse’
The insurer is seeking to give a fresh identity to the U.S. operation that offers annuities and life insurance policies to individuals.