10 Most Expensive States for Retirement Health Care
HealthView Services’ advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.
Robo-Advisors Are Only the Beginning of a Bigger Digital Shift
Robo-advice is “not a magic bullet for all clients, and it’s not the only digital solution” advisors should consider, Jill Jacques of North Highland says.
Social Security at 80: 8 Savings Strategies to Share With Clients
Whatever happens to Social Security, it's more important than ever to use all the savings strategies at your disposal.
10 Scary Retirement Stats
These 10 stats could motivate just about anyone to make retirement planning a priority.
Top 5 Fixed Annuity Benefits to Discuss With Clients
The opportunity to make investments with a guaranteed minimum rate of return is just one of the reasons why fixed annuities are gaining steam.
Retirement Plan Participants Unhappy With Plan Sponsors
Third annual American Century survey finds most workers wish they had saved more, and wished their employer would give them more guidance.
Boomers Drive IRA Rollover Surge, Advisors Lead Pack as Recipients: Cerulli
Aging Baby Boomers who consolidate their accounts will push asset growth to $12 trillion by 2020 and advisors, so far, are getting most of it.
Massachusetts Distributes $3 Million to 14,000 Swindled Investors
Massachusetts said 14,000 investors have received a total of $2.9 million in settlements related to the illegal TelexFREE pyramid scheme.
Morningstar: Everplan's Schneiderman on a New Service for Advisors' Clients
Abby Schneiderman announces an advisor version of Everplans.com, which helps people "get together all the important information that their families need if something happens to them."
Ken Fisher’s 401(k) Unit Says DOL Fiduciary Plan Limits Investment Advice
Small plans could be hurt; DOL must also “make clear” some marketing activities are not fiduciary activity, Fisher unit said in comment letter.