Bankers help wealthy clients use planes and other assets as collateral
The data and ratings firm is acquiring an index and information service that could be of interest to retirement plan advisers
The SECURE Act raised the age to 72 from 70 1/2; another bill would boost it to 75
In the wake of the SECURE Act, most people who inherit IRAs will be subject to a 10-year rule
Most Americans are aware they save too little for retirement, giving themselves a letter grade of "C" or lower
The massive changes to the rules around retirement savings are creating opportunities for advisers
Be on the lookout for more firms to offer income solutions that don’t require investors to sell assets at a large cost
Kerry Wills also accepted $19,500 in luxury travel gifts he didn’t disclose
But that could change under a new proposal that would scrap the current system, which taxes estates, and instead require heirs to pay income tax on the money they receive
Retirement plan participants who traded in their accounts in 2019 largely moved out of stock funds and into fixed income
Banks and insurers could be early movers, and there will be opportunities for advisers to scale their businesses
Its new guaranteed-income annuity is the first to invest solely in target-date funds
Accounts will offer TIAA and Nuveen mutual funds
Well-being at a peak, says AICPA, but Schroders sees fears of outliving money
Survey also finds 80% of clients concerned about safeguarding their estates
More than half of millennials and Gen Xers haven’t started retirement planning
Legislation impacting financial advisers tries to get traction amid impeachment, election
A one-time income hike triggers a temporary high-income surcharge
The SECURE Act’s pooled employer plans provision will create a new market for investment advisory services
And why it’s not happening
