Retirement Plan Participants Need Professional Advice: Survey
By Bernice NapachThe latest Wells Fargo/Gallup Investor and Retirement Optimism Index found that non-retirees especially would like advice on how to optimize their Social Security benefits and income in retirement.
April 10, 2018
How Trump's ACA World May Work in 2019, for AgentsNothing in the 2019 parameters document will require issuers to pay agent or broker commissions.
April 10, 2018
New Stradley Ronon Group to Help Advisors Navigate Fiduciary RulesThe group, staffed with ex-SEC officials, will help advisors and BDs comply with 'multiple and conflicting' fiduciary standards.
April 10, 2018
Group Defends Stand-Alone Long-Term Care Insurance With InfographicAALTCI is using survey data it had on hand to show that issuers spend billions of dollars on paying LTC claims.
April 10, 2018
Boomers With Advisors, Annuities Are More Retirement-Ready: IRIBoomers with annuities are more likely to have at least $100,000 saved, IRI finds.
April 10, 2018
Software Firm Seeks Tablet Banking Users, Doesn't Find ManyResearch finds tablets are rarely used for mobile banking. If they are used, it's probably an iPad.
April 10, 2018
SEC Halts Multimillion-Dollar Ponzi Scheme Targeting SeniorsThe perpetrators used some of the funds for country club memberships, travel and entertainment.
April 09, 2018
IRS Reminds of Filing Deadlines for Foreign AssetsReports for foreign accounts have the same filing deadline as a federal income tax return.