When Boomers Face Separate Retirements: Dos and Don’ts
When one spouse retires, willingly or not, many couples have to live different lives and face changes in their financial, social and emotional circumstances.
Top 10 States With Fastest 401(k) Growth
The average 401(k) balance in 2012 was nearly $76,000, up 11% over 2011, according to Judy Diamond Associates.
Top 10 Best States for 401(k) Plans
The best states for 401(k)s based on the concentration of strong plans, as measured by design, management and performance, are ranked by Judy Diamond Associates.
UnitedHealth Cuts Could Make Medicare Advantage Less Secure for Seniors
Seniors on UnitedHealthcare plans have until Feb. 14 to switch to original Medicare, but they're locked into the Advantage plans they've already chosen.
God and the Advisor: Navigating Faith and Finance
Advisors typically steer clear of religion, but some are paying closer attention to faith-based investing.
Fidelity Asset Management Head Ron O’Hanley to Leave
Fidelity plans to replace O’Hanley with an internal successor, whom it didn’t name, according to a note to employees from President Abigail Johnson.
Galvin Busts Broker Formerly at ‘Wolf of Wall Street’ Firm
The broker and another agent are charged with churning the account of an 81-year-old business owner.
Would You Take $10K to Swap Your Pension for a 401(k)?
A bill in Washington state aimed at cutting costs offers incentive to move state workers to DC plans.
2 Reasons You’re Not Getting More Clients
Beware these mistakes that can drive prospects away.
Senators Prod FINRA for Broker Arb Expungement Data
FINRA CEO Richard Ketchum has until Jan. 6 to tell senators how FINRA plans to address findings that it granted nearly all expungement requests.