‘Obscene Cuts’ to Medicaid Would Impact LTC: Sen. Casey
At Genworth LTC symposium, experts say both private and public sector products are needed for effective LTC solutions.
Morgan Stanley Gives Advisors Gender-Diversity Toolkit
The effort aims to equip FAs with more ways of serving clients interested in improving women's leadership and economic impact.
10 Useful HSA FAQs for 2017
HSAs are a complex area for consumers and employers to navigate; looking to 2017, here are 10 important FAQs.
Investors Want Help, but Fear Being ‘Ripped Off’ by Advisors: Survey
Latest Hearts & Wallets poll finds many investors wanting to save more but mistrusting financial professionals.
Top 5 Money Habits of Happy Couples: Ameriprise Study
While 68% of couples say they communicate well about their finances, 31% admit they argue about money at least once a month.
DOL Fiduciary Rule Causes Pullback on Sale of Annuities, Funds by Insurers
State Farm Insurance says it will not accept liability on the future sale of annuities or mutual funds.
Top Portfolio Products: Global X, Nuveen Add ETFs; Financial Engines Expands Services
Global X introduces three tech ETFs while Nuveen adds bond ETF focused on additional yield.
Sen. Wyden Proposes Capping Contributions to ‘Mega’ IRAs
Proposed legislation would limit contributions to “mega” IRAs and help employers contribute to younger workers’ 401(k)s while they pay off student debt.
Compliance Support for DOL Fiduciary Rule Next Big Advisor Need: Cogent
Advisor education may be important for firms as much for assuaging fears and easing confusion as for compliance, new research from Cogent says.
Americans ‘Clueless’ About Social Security Benefits: Sen. McCaskill
A GAO report commissioned by Sens. McCaskill and Collins found the SSA does not consistently provide key information during the claiming process.