Less Than Half of Americans Confident They’ll Reach Their Retirement Goals: AICPA
Only 5% of non-retired Americans have already reached their retirement goals.
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2017
Overall satisfaction has risen across full-service broker-dealers, the survey finds, but robo-advisors present a clear threat.
3 Steps to Offering Fiduciary-Friendly Rollover Advice
Financial advisors can proactively take these steps to help make the most of the rollover opportunity while preparing for potential changes in the future.
Save Our Savings Coalition Launches in Face of Tax Reform
Groups worry that the tax incentive for retirement plans will be reduced.
Senate Moves to Block Retirement Plans Run by States, Cities
The action follows resolutions passed in the House to roll back what GOP lawmakers say are "misguided" Obama-era rules.
Ric Edelman: Free Trading Will Crush Commissioned Brokers
Edelman talks to ThinkAdvisor about investing in "exponential" technologies and why commission-based brokers are doomed, regardless of the fate of the DOL fiduciary rule.
How to Achieve Financial Wellness? Use Programs Repeatedly, Run Retirement Projections
These are the key findings from Financial Finesse's 2016 Year in Review report.
Texas BD to Pay $100K Fine, Repayments to Seniors It Fleeced in Massachusetts
In one case, a senior client in the final stage of terminal cancer had almost all of her assets put in a variable annuity.
Investor Optimism Climbs to 16-Year High: Wells Fargo/Gallup
The last time investors were so optimistic in this survey was November 2000, when the tech boom was ending.
Another Casualty of Bad Retirement Planning: Worker Productivity
EBRI’s latest retirement survey found that lack of planning comes with more stress and less productivity.