Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
31 Worst Paying College Majors: 2017
By Ginger SzalaThinkAdvisor narrowed down PayScales ranking of 336 majors and found that helping people can be a financially thankless job.
May 18, 2017
Trump Enacts Law Killing Safe Harbor for State-Run Auto-IRAsH.J.Res 66 closes an Obama-era loophole that made it easier for states to establish auto-enrollment retirement plans without running afoul of ERISA.
May 18, 2017
From ‘Pedestrian’ to Personal: Giving Clients What Wirehouses Can’tCardan Capital, founded in part by ex-lawyers, broke away from Merrill and now helps women going through life transitions.
May 18, 2017
Beware the Working Retirement Tax PenaltyThe question of how income from working in retirement affects the taxes of clients who are also claiming Social Security benefits is a tricky one.
May 17, 2017
For DOL, Killing Fiduciary Rule Easier Said Than DoneDelaying the DOL fiduciary rule is not impossible but it might face legal challenges depending on how it's done.
May 17, 2017
Aflac Finally Follows Peers in Placing Wager on Private EquityThe company's chief investment officer wants to put 2.5% of the assets in growth investments.
May 17, 2017
FINRA Watching Falling Number of BDs, CEO Cook SaysAt FINRA annual, Cook talks about FINRA360 and the odds that FINRA will seek to become an advisor SRO.
May 17, 2017
Fidelity Expands Managed Account Offering to Advisors, RecordkeepersThe offering is a personalized, customized solution for employee retirement accounts.