Social Security Pulls Back on Requiring Two-Factor Authentication
Lawmakers and senior groups protested the security requirements; nearly a quarter of seniors don't have a cell phone.
6 Ways Advisors Can Protect Against 401(k) Lawsuits
MarketCounsel CEO Brian Hamburger talks about how advisors can limit liability as the lawsuits against 401(k) and 403(b) plans proliferate.
How to Target Affluent Clients Online
Mass-market and mass-affluent investors are similarly inclined to use digital investment tools, but have different desires about how and when to interact with wealth managers online.
Law Firms Risked It All on 401(k) Fee Suits, and It’s Paying Off
Despite some major recoveries in class actions over excessive 401(k) fees, few lawyers are willing to litigate these cases.
401(k) Lawsuit Accuses Morgan Stanley and Board of Self-Dealing
A former employee says Morgan Stanley knows exactly who should buy its worst performing funds: the bank’s own workers.
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.
Female Investors Don't Lack Confidence; They Just Have High Standards: Study
A recent survey by United Capital suggests that the common idea that women lack financial confidence is malarkey.
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.
Latest 403(b) Suit Targets Columbia University
"Until employers recognize their duties and fulfill their duties, these cases will keep coming," says lawyer Charles Field of Sanford Heisler.