25 Best US Cities for Retirement: 2017
Out of the 150 most populous cities, these 25 got (mostly) high marks from WalletHub in four categories.
Plaintiffs Win Decade-Long Tibble v. Edison Case Over 401(k) Fund Fees
With Wednesday's ruling, "the employees and retirees move one step closer to a final judgment and damages awarded," says plaintiffs' attorney Schlichter.
Married Women Need Their Own Financial Plan: Study
The recommendation from the Center for Retirement Research is based on data showing that many women don't stay married.
LPL Buys 4 NPH Broker-Dealers
The $325-million purchase price could rise, depending on how much of the National Planning Holdings advisors' revenue moves to their new parent firm.
Brokerage ‘Kickbacks’ From Exchanges Draw Scrutiny
William Galvin of Massachusetts has sent a letter to Fidelity, Schwab, TD Ameritrade, Edward Jones, Morgan Stanley and E-Trade.
Social Security Working Retirement Tax: Which Spouse’s Earnings Count?
Working while claiming Social Security may be common but so are complications, which magnify the advisor’s role in providing guidance.
Solving the Issues Caused by Target Date Funds
TDFs make life easier for plan participants but can cause headaches for the fiduciary who is tasked with analyzing the different offerings.
How 20-Somethings Invested Their 401(k)s, Then and Now
The millennials of 2015 and the Gen Xers of 1996 both invested heavily in equities, but the composition of those investments has changed.
Inflation Is Americans’ Top Economic Worry: Allianz Life
The Allianz Life 2017 Inflation Study finds a majority don't have a plan that addresses the rising cost of living in retirement.
Ex-Con, Buddies Duped Investors in $15M Oil Drilling Scheme, SEC Says
The phony oil drilling investment scheme promised returns as high as 55%.