It behooves plan advisers to pay attention to their asset-management partners, because advisers rely on them for marketing and practice management support and guidance.
A fiduciary process involves a full understanding of what should be done, rather than what can be done.
Several strategies can cover the gap to help clients claim a bigger benefit later
The company may seek to exit its John Hancock unit in the U.S.
Looking solely at the median cost of hiring an adviser can be deceiving.
U.S. stocks? Not so much.
Indexed annuity distribution would have been upended in January, but a delay preserves the status quo.
Senators seek clarification on 2-year-old rule that gave surviving spouses certain rights.
The approach leverages relationships with property and casualty insurance brokers.
The Apple visionary would get customers to buy the latest product, simplify share classes and create a seamless retirement-plan ecosystem.
Incorporating health-care costs into retirement plans can boost an adviser's value.
Firms are cutting the estimates of what they'll have to pay retirees, and in some cases, it adds up to billions.
The firm touts added benefits of the arrangement, but some smaller-balance account holders will wind up paying more.
It's up to financial advisers to keep clients safe from financial fraud or exploitation at the hands of a loved one who is trapped in the clutches of addiction.
About 36% of advisers have worked with clients who were addicted or had family members addicted to opioids, according to a recent InvestmentNews survey.
Answers touch on how retirement plan advisers should treat certain disclosures about their status as well as recommendations for increasing plan participation and contributions.
Impressive performance reflects resilient stock market and increased employee and employer contributions to retirement accounts.
New "deeming" rules can trip up claiming strategies.
