5 Tips to Build a Senior-Friendly Practice
By concentrating on this growing market as boomers start to hit 70, advisors can provide financial planning services for decades.
RMDs Drive IRA Withdrawal Decisions: EBRI
IRA owners aren’t dipping into their accounts unless they have to, EBRI found.
Who’s Warren Buffett’s Successor? JPMorgan Says ...
A new analyst at the investment bank points to one popular candidate, though there are others.
Would ‘Rothification’ of 401(k)s Crush Retirement Savings?
There's little evidence to predict the effects of changing 401(k)s' tax treatment. But the history of IRAs tells a not-so-encouraging story.
How Do Companies Know if Financial Wellness Programs Are Paying Off?
An EY report suggests that employers look to employee engagement rather than ROI.
Fintech Is a Tool, Not an Obstacle, in Client Service
“In the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan,” Celent writes.
Rich People From These Nations Hide the Most Offshore Wealth
The top 0.01% isn't paying a big chunk of its tax bill, research finds.
U.S. Household Incomes Rose to Record in 2016 as Poverty Fell
Median inflation-adjusted household increase rose 3.2%, and the percentage of Americans without health insurance declined.
California Governor Signs Annuity Cash Surrender Bill
The state law created by A.B. 1398 will set procedural rules for annuity cash surrenders.
Third of Plan Sponsors Want to Switch Advisors: Fidelity
A record number of plan sponsors are actively looking to switch their plan advisors, according to Fidelity's Plan Sponsor Attitudes survey.