Brexit Aftermath: 5 Key Areas Financial Advisors Should Watch
Don’t let the volatility in the markets worry you, since no one knows what will happen next, but here are some things to watch for.
Fidelity Rolls Out New Website for Retirement Advisors and Consultants
The FidelityConnect dashboard offers customers a single view into their entire book of DC plan business with Fidelity.
House Override Vote to Kill DOL Fiduciary Rule Fails
The DOL fiduciary rule "could be the next Obamacare where every few months, members reiterate how strongly they oppose this rule," says CFA's Hauptman.
ESG Analysis ‘More Dynamic,’ but Ambivalence Remains
Tension between ESG criteria and financial performance is slackening, but impact investing still has its skeptics.
Social Security Trustees Project Only 0.2% COLA in 2017
The trustees have released their annual report on when the funds are expected to run dry, and the disabilty fund actually got some good news.
States Roll Out 529 Plans for Disability Expenses
Following the passage of the ABLE Act in December 2014, several states have authorized plans similar to the college savings vehicles to cover disability-related expenses.
Bill Would Help Workers Find Their Old 401(k)s
Sen. Elizabeth Warren's bill would create an online database of retirement accounts left at previous employers.
HSAs, Medicare and Social Security: Avoiding Tax Penalties
Once eligible to receive Medicare benefits, a client can no longer contribute to an HSA, but the story doesn’t end there.
As Clients Age, Advisors Must Serve Entire Family
Advance planning is critical to help clients manage cognitive decline, and a key part of that plan is the family.
I Planned for Widowhood but Got a Lot Wrong
My husband and I thought we’d done everything right on end-of-life planning, but after he died, I found we missed a lot.