Sen. Warren Questions Firms on Their DOL Fiduciary Prep Ahead of Possible Delay
Meanwhile, a Consumer Federation of America report scrutinizes how brokerages and insurers market their salespeople as "advisors" while fighting the rule.
Free College Tuition Plans Sprout in States as Feds Could Cut Aid
Get ready for potential changes in the college funding arena at the federal and state level, some good and some bad for borrowers.
House Bill Would Let Students Pay Off Loans With 529 Plans
The legislation also would encourage companies to help employees save for college or for disability care via tax incentives.
DOL Quickly Releases Another Batch of Fiduciary FAQs
The new guidance for advisors includes some “pleasant surprises” and one “disappointment,” lawyer Fred Reish says.
A Siri for Your Finances? Digit Says Trust Me
The fintech startup is working on algorithms to help users save money as painlessly as possible.
Trump Tax Reform May Prompt Changes in Clients’ 401(k) Strategies
The new era is expected to substantially reduce income tax rates for high earners but will complicate retirement income planning.
DOL Releases Fiduciary Rule FAQ for Investors, Workers
EBSA’s Phyllis Borzi says the second batch of FAQs are “meant especially for workers and retirement investors.”
10 Risks and Costs of ETF Investing
Investors, particularly those relying solely on ETFs, should be aware of these risks and how to manage them.
10 Best Foreign Countries for Retirement: 2017
International Living ranked the top retirement destinations based on cost of living, health care and more.
John Hancock Uses NextCapital to Bring Robo-Advice to Its Retirement Savers
The partnership will bring “nonconflicted, personalized advice” to John Hancock’s 2.7 million retirement clients, says NextCapital’s Rob Foregger.