Why Advisors Should Pay Attention to Social Security and Medicare Reform Plans
President-elect Donald Trump has pledged no changes to Social Security and Medicare, but his pick for HHS doesn't necessarily agree.
What the Future of Social Security Looks Like: Bill Reichenstein
Reichenstein, a CFA and university professor, explains how to extend the trust fund's solvency and reveals some strategies retirees overlook.
Fee Compression, Compliance Are Top Concerns for Advisors: SEI Survey
Only 11% of the advisors surveyed are ready for the implementation of the DOL fiduciary rule in 2017.
Citizens Financial to Start Robo-Advisory Platform With SigFig
The Royal Bank of Scotland is partnering with SigFig to launch a robo-advisor platform next year.
9 Retirement Moves Other Countries Get Right
While the U.S. faces a retirement crisis in coming years, some countries are not. Here are 9 things they're doing differently.
The Blue State Plan to Fix Retirement
California, Oregon, Illinois, Maryland and Connecticut want more workers to have the chance to save for retirement at work.
New Social Security Rules: How to Maximize Benefits
While many old Social Security claiming strategies have been eliminated, action can still be taken to obtain the highest possible benefits.
Meir Statman: What ‘Normal People’ Really Want From Advisors
Professor Statman talks about next-gen behavioral finance, how to manage clients’ well-being and why annuities can “emit the smell of death.”
DOL Fiduciary Rule Infringes on Advisors’ Freedom of Speech, Lawsuit Claims
U.S. District judge in Texas hears a First Amendment argument against the Labor Dept.’s fiduciary rule under ERISA.
Moeller on Medicare: Advisors, Beware of Land Mines on Timing, Coverage
Planning for Medicare, the most complicated component of U.S. health care, needs to be worked out with clients.