Top 15 States With Most RIAs
The number of RIA firms increased to 31,975, according to SIFMA’s 2014 Factbook, despite an active merger year.
Retirement Advocates Share Top Priorities With Congress
The country has a new Republican-controlled congress, and with it, the opportunity to set new or shore up existing policies when it comes to retirement planning.
Obama’s $4 Trillion Budget Sets Up Tax Fight With Congress
The budget would raise taxes on corporations and top earners, spend more on infrastructure and housing, and stabilize, but not eliminate, the annual budget deficit.
Longevity Annuities: Their Time Has Come
New rules open a landscape of possibilities for retirees to draw income in their 80s and beyond, Michael Finke writes.
Health Care in Retirement: How to Help Clients Plan
Financial advisors take a growing role in optimizing clients’ health care spending.
Should Congress Mandate Retirement Plan Auto-Enrollment?
Is a nationwide mandate for private employers' auto-enrollment on the horizon?
Illinois Enacts Nation’s First Required Retirement Plan Law
In what is a first for the nation, the State of Illinois this month passed into law a requirement that most employers must offer automatic retirement savings programs.
Illinois OKs Roth IRA-Style Retirement Plan
ASPPA applauds the law, which will require employers with 25 or more workers to offer private retirement plans or use the state program.
Raymond James, Ameriprise Add Teams in Midwest
The teams move with close to $400 million in total assets under management, the broker-dealers say.
Finke: When Municipal Bonds Get Exciting
Munis can hold considerable attraction, under the right circumstances.