Rep Rallies Small Businesses Behind Alternative to DOL Fiduciary Rule
Rep. Peter Roskam, R-Ill., told a Chamber of Commerce gathering that the DOL intends to “get the private sector out of the retirement space.”
Millennials Are a ‘Generation Lost’ When It Comes to Financial Matters
Younger people want the truth about where they stand financially but lack an understanding of their finances, a Cambridge/BNY Mellon study found.
Final DOL Rule Could Place Indexed Annuities Under Variable Umbrella
Advisors should thus ensure that sales practices comply with the rules.
Malkiel: Why Emerging Markets Investing Is Well Worth the Risk
Adding emerging markets to a global portfolio could reduce risk, while CAPE data suggests EM could yield attractive long-term returns, Burton Malkiel writes on ThinkAdvisor.
Most Gen Xers Paralyzed by Retirement Fears
Gen Xers think we're in the midst of a retirement crisis, but many are failing to prepare themselves.
10 Best Investing Sites for Mobile Users—2015: Dalbar
Dalbar ranked the mobile sites of 46 financial services companies and these 10 stood out for their design, content, security and more.
DOL Releases Proposal, Guidance on State-Run Retirement Plans
DOL released a proposed rule and interpretive bulletin to help guide states in developing state-run retirement plans.
CFPB Releases Social Security Claiming Tool
Most retirees make Social Security claiming decisions based on "limited and incorrect information," and many take benefits too soon, CFPB says.
How Health Care Will Crush the 80% Income Replacement Idea in Retirement
Retirees planning to replace 80% to 85% of their income may fall short once health care is factored in, HealthView Services warns.
About That Roth Conversion Cure: Watch the Side Effect
Clients may understand the tax benefits of a Roth conversion, but not how the resulting higher income can lead to an increase in Medicare premiums.