When Clients’ Mental Capacity Diminishes: An Advisor's Role
If you haven't yet dealt with a client showing signs of diminished mental capacity, you will. Now is the time to prepare for that event, before you see the signs.
Vanguard’s New Model for Retirement Spending in Low-Yield Market
Vanguard has developed a goals-based approach to retirement spending with a low-return environment in mind.
SEC Advancing Third-Party Exam, Fiduciary Rule Plans
SEC chief White said agency is looking at staff recommendations on a rule to require “independent compliance reviews.”
‘Obscene Cuts’ to Medicaid Would Impact LTC: Sen. Casey
At Genworth LTC symposium, experts say both private and public sector products are needed for effective LTC solutions.
10 Useful HSA FAQs for 2017
HSAs are a complex area for consumers and employers to navigate; looking to 2017, here are 10 important FAQs.
Top Portfolio Products: Global X, Nuveen Add ETFs; Financial Engines Expands Services
Global X introduces three tech ETFs while Nuveen adds bond ETF focused on additional yield.
If Advisors Get Dementia, What Happens to Their Clients?
Advisors hopefully have a plan for clients who show signs of dementia, but what happens if advisors’ own decline prevents them from fulfilling their duties?
Top 10 Retirement Planning Mistakes Lawyers Make
Big-firm lawyers may be smart and successful, but they make retirement planning mistakes just like everyone else, say financial planners.
HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)
Health savings accounts combine the tax advantages of 401(k)s and Roth IRAs, making them an effective way to save for health costs in retirement.
DOL Fiduciary Rule Hits BDs’ IT Budgets, Product Lines
“Broker-dealers have to make a lot of very difficult, and in some cases expensive, decisions,” ERISA lawyer Fred Reish says.