Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Trump May Give Students Debt Relief That Obama Refused
By Shahien NasiripourTens of thousands of allegedly defrauded student debtors may receive refunds and loan discharges under a potential legal settlement.
March 09, 2017
Voya to Pay $3.1M for Not Disclosing Payments Tied to Fund SalesThe advisor group will pay penalties for failing to tell clients about revenue collected from a third-party BD, the SEC said.
March 09, 2017
Betterment for Business Teams Up With ADPThe 401(k) unit of the largest independent robo-advisor said the partnership will strengthen its ability to serve "midsized professional services firms."
March 09, 2017
Bill Gross on ‘Animal Spirits’ in Markets: Be ConcernedThe highly levered financial system is "like a truckload of nitroglycerin on a bumpy road," Janus' Bill Gross warns.
March 08, 2017
Quick Action on DOL Fiduciary Rule Unlikely With Acosta ConfirmationDeciding to modify or kill the fiduciary rule will be much slower than people think, ERISA lawyer Fred Reish says.
March 08, 2017
Labor Pick Acosta’s Nomination Hearing Set for March 15Acosta "understands how harmful Obama-era labor regulations have made it harder for Americans to create, find or keep good-paying jobs," said HELP Committee chair.
March 07, 2017
8 Things Most Americans Don’t Know About RetirementFidelity gave 2,000 Americans an eight-question retirement quiz, and the response was not encouraging.
March 07, 2017
Comments Flood In on DOL Fiduciary Rule DelayMeanwhile, the D.C. Circuit published the schedule for NAFAs appeal of a judge's refusal to stop the rule.