Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
SEC Slams BD for Routinely Violating Anti-Money Laundering Rules
By Melanie WaddellUtah-based Alpine Securities routinely and systematically failed to file suspicious activity reports for stock transactions that it flagged as suspicious, SEC says.
May 03, 2017
House Passes Spending Bill That Omits Most Trump Priorities$1.17 trillion measure avoids shutdown through September
May 01, 2017
Wirehouses Roll Out New Structures and StrategiesMerrill Lynch has restructured its wealth management organization and rolled out commercials to boost its advisor-client relations.
May 01, 2017
DOL Fiduciary Rule Spared Death in Spending BillThe bill, which funds government until September, also freezes SEC funding and eliminates what Democrats call poison pill riders.
April 27, 2017
Old Student Debt Can Haunt Social Security Benefits, but New Bill Offers HelpBill by Democratic senators would repeal change in law that allowed earned benefits to be garnished to collect federal debts, like student loans.
April 21, 2017
Workers Maintain or Increase Income After Claiming Social Security: ICIThe median worker replaced 103% of spendable income after claiming Social Security, ICI economists found.
April 19, 2017
Ric Edelman Unveils Novel Social Security Supplement PlanEdelmans plan asks the government to set aside a small one-time sum in a trust fund for each child born in the U.S.
April 19, 2017
With Full Bench, SCOTUS Resumes Skepticism Toward Class ActionsNeil Gorsuch shows signs of sympathy for securities litigation defendants.