In an unusual move, an indie B-D has been named a co-defendant in a suit that could be a sign of more legal fights for small plans.
Age-based 529 plans for this year's freshmen don't always get high marks.
Robo-adviser to provide Uber drivers with free investment services in IRAs for a year. <a href="http://www.investmentnews.com/article/20150817/BLOG16/150819926/uber-versus-yellow-cabs-a-fight-advisers-should-watch" target="_blank">Why advisers should pay attention to Uber's fight with yellow cabs.</a>
Even the lesser evil of taking loans from retirement accounts requires close attention, and often should be a financial solution of last resort.
Plus: U.S. oil production could derail oil rally, a cash management strategy ahead of October's rule change, and bond ladders still make sense
A mounting number of lawsuits against retirement plans allege excessive fees and a lack of attention to plan design.
Advisers can help clients work out sibling issues and transfer homes successfully
Plus: DOJ move sends prison stocks to the hole, SEC wants cleaner earnings reports, and proof that faster food can be healthier food
Japan's Government Pension Investment Fund loses 3.9%, erasing gains from previous six quarters.
Within days, the governor of America's largest state is expected to provide access to nearly 7 million people without a retirement plan through the workplace.
The lawsuit continues a barrage of litigation filed in recent weeks related to fiduciary breaches in retirement plans.
Agency apologizes and says it will pursue other security authentication options.
The Investment Company Institute blasts the state over its plans to exclude mutual funds from the proposed Secure Choice program.
These strategies can help young investors build a strong credit histories &mdash; even if they eschew owning credit cards.
Some retirement plan record keepers resort to aggressive sales tactics with their proprietary products, offering discounted record-keeping services if proprietary funds are used. </br><i><b>(More on plan advice: <a href="//www.investmentnews.com/article/20160327/BLOG09/303279999/how-to-choose-a-plan-sponsor-partner-to-adapt-to-dol-fiduciary-rule"" target=""_blank"" rel="noopener">How to choose a plan-sponsor partner to adapt to DOL fiduciary</a>)</b></i>
Shrinking the pool of muni sellers does not help investors
How do you make sure that your nest egg will provide for you not only in your 70s and 80s, but into your 90s and beyond?
Unmarried couples can now deduct effectively twice as much of their mortgage and home interest on their tax returns.
Divorce filings drop in April and don't spike again until August &mdash; after July, the most popular month for vacations.
The prospect of living unhappily ever after in a retirement that can last 20 or 30 years or more is one reason behind the growing incidence of divorce among spouses age 50 and older.
