Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—Slideshow
By Danielle AndrusWhile advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.
February 24, 2015
Flood of 401(k) Suits Expected if Tibble Prevails in Supreme CourtOral arguments begin Tuesday in the first 401(k) excessive-fee case that the high court has agreed to hear.
February 24, 2015
Christie Seeks to Roll Back Pension PaymentsNew Jersey Governor Chris Christie's move comes a day after a judge said he broke state law by withholding $1.6 billion from the retirement system.
February 24, 2015
White House Is Not Fond of Hidden Retirement FeesThe Obama administration says "conflicted investment advice" costs Americans $17 billion a year. Let's look at their math.
February 24, 2015
QLACs Change the Game in Social Security TimingInsurance carriers have begun to offer qualified longevity annuity contracts, which can reshape a clients entire retirement income planning strategy.
February 23, 2015
Obama Endorses DOL Fiduciary Redraft, Girds for FightIf you want to give financial advice, you have to put your clients interest first, Obama said Monday, blasting backdoor payments and high fees.
February 23, 2015
Lockheed to Pay $62 Million to End Worker Pension LawsuitEmployees and retirees say the defense firm charged them unreasonable and excessive fees on retirement plans.
February 22, 2015
Obama Tells DOL to Move Forward With Its Fiduciary RedraftPresident Obama to speak at AARP about DOLs fiduciary redraft; White House to also release its report on redraft.