Advisors, Consumers Need More Information on Long-Term Care Planning
Long-term care planning is a struggle for advisors and investors, a survey released recently by Lincoln Financial found.
How Boomers Can Close the Retirement Income Gap
Living to 95 is great if you have $1 million in investable assets plus Social Security benefits. But what if you don't?
Funeral Homes Leave Families in the Dark on Prices
Consumer groups found a wide range of funeral prices — from over $2,500 to almost $14,000 — and are pushing for more price transparency.
Top Portfolio Products: CNL and KKR Form Business Development Company
Meanwhile, Eaton Vance's Parametric unit added factor investing strategies.
Spending Bill Rider May Be Best Way to Stop DOL Rule: Rep. Wagner Aide
Legislative staffer says adding rider to broader spending bill would keep the president from vetoing it. Failing that, there's the lawsuit option.
Among Affluent, Millennials Have More Assets Than Gen X: Cogent
A Cogent Reports webinar on Thursday provided a look at affluent investors, particularly millennials, and how they invest.
Why the Fed Should Raise Interest Rates This Year: UBS Economist Drew Matus
Zero interest rates don't work when so much of the population is approaching retirement, says Matus.
Boomers’ Wealth Poses Problems for U.S. Economy: J.P. Morgan
J.P. Morgan Asset Management research shows big gap in balance sheets of older and younger generations, with implications for wider economy.
Don’t Use the ‘F-Word’ With 401(k) Investors
Investors in 401(k)s want advisors who act in their best interest, but the fiduciary concept may be lost on them, Financial Engines says.
RMDs From Client IRAs: An Unconventional ESA Funding Tool
Required minimum distributions can seem like a burden to some clients by increasing their tax liability. One solution: funneling RMDs into an education savings account.