I Was a 401(k) Robo-Advisor and Didn’t Know It
There are straightforward ways to work with new and existing clients — and technology — to boost your business.
Raymond James Taps Retirement Exec From Janney Montgomery
Frank McAleer, a nearly 30-year industry veteran, comes on board to focus on platform, other tools.
5 Ways to Maximize 401(k) Tax Benefits
Schwab offers a few ways for employees to max out the tax benefits of their employer-sponsored 401(k) plan.
Retirement Planning, Not Social Security or LTC, Dominates Advisors’ Client Discussions
Retirement planning is the No. 1 topic of discussion between advisors and their clients, according to an IRI study.
IRA Owners on Brokerage Chopping Block
Individual retirement account holders may find themselves brokerless if the DOL adopts its proposed fiduciary duty rules.
IRS Streamlines Partial Exchanges of Annuities
The IRS has issued new guidance that streamlines partial exchanges of annuity contracts.
Retirement Crisis Overblown, Rand, NBER Says
A new report from the National Bureau of Economic Research and the Rand Corp. finds seven in 10 Americans between the ages of 66 and 69 are “adequately prepared” for the consumption levels required for a successful retirement.
Top 5 Factors for Allocating Retirement Portfolios
Five factors are largely responsible for building retirement plans that are able to address the myriad risks investors face, a report released Monday by the Insured Retirement Institute found.
Top 6 Unusual Retirement Segments Poised for Growth: Cerulli
Cerulli Associates has identified six “niche” segments of the retirement planning space that it says are experiencing “burgeoning growth” and present asset-gathering opportunities for advisors.