'Through-retirement' target-date funds for those near retirement saw bigger losses this year than 'to-retirement' products of the same vintage
The handling of the pandemic provides plenty of examples of how to build (or lose) client trust
Parents should consider putting partial refunds back into 529 accounts or applying it to fall tuition – unless students take a gap year
Who qualifies to pull money penalty-free from IRAs and company retirement plans under the relief provided by the CARES Act
The plunge in oil prices is expected to eliminate any benefit increase for next year
McCaffree Financial, which unsuccessfully sued Principal Life, recently brought an unrelated case against ADP
Encourage your clients to complete or update their advance directives, including living wills and health care powers of attorney
As experts revise the 4% rule — to 3%, or even lower — advisers should look beyond traditional investments and include all household assets in retirement income plans
The CEO sees taxes rising for individuals and companies, and predicted the corporate rate will be raised from the current 21% up to 28% or 29%
Interactive software helps advisers initiate planning discussions with clients
InvestmentNews Chief Content Officer George Moriarty talks about how annuity sales fared during the first quarter
The economic slowdown resulting from COVID-19 will cut into the program’s revenue and boost its expenses
The aging of baby boomers increases the urgency around LTC planning
Amid the unprecedented economic disruption, independent contractor financial advisers are among the small business owners adversely impacted
During these challenging times, it is more important than ever that we protect and expand access to financial advice
The fixed annuity marketplace will be open to the association's 38 million members
Only 3.9% of participants took withdrawals and even fewer reallocated assets
Key interest rates set by the IRS for estate planning purposes have never been as low as they are starting this month
Some firms are waiving or reducing fees for clients who have been financially affected by the current crisis
The agency may not complete the legislation until late in the year, while it deals with fallout from COVID-19
