LPL terminated Scott Klor in 2017 for violating firm policies.
Strategic Retirement Partners is joining GRP Financial, an LPL super-OSJ.
Acquisitions in the retirement plan market are heating up.
Plan would require wealthy investors to pay capital gains tax on appreciation of their assets each year.
Blue Prairie's retirement plan business gives Cerity Partners an 'end-to-end' solution.
Annual study says total estimated cost has risen more slowly in past two years.
The case, the first to address the issue of ERISA pre-emption, is a positive sign for other states.
The billionaire Democrat joins list of others calling for higher taxes on the wealthy.
Measure would help small businesses offer plans, require that statements include lifetime-income projections, ease use of annuities in plans and increase the RMD age.
The penalty for failing to file exceeds the penalty for failing to pay, and an extension can also help with saving for retirement.
Allianz's new indexed annuity could be a forerunner for how insurers will seek to keep assets in-house as baby boomers are forced to withdraw retirement savings.
Tussey v. ABB, one of the few such cases to go to trial, resulted in one of the largest settlements ever paid by a plan sponsor.
Fees for plans with $10 million have increased 12% in five years, while those for plans with $100 million have declined 20%.
GAO report reveals 48% have nothing put away in 401(k)s or individual retirement accounts.
If loss aversion is high, here's how an adviser can approach the situation and make up for lower long-term investment gains.
Data show that it's highly unlikely retirees will spend down their assets in the manner advisers assume they will.
The well-recognized merits of passive investing do not mean that all index investments are prudent or superior to active alternatives in all situations.
A surge in fixed and indexed annuity sales last year helped AIG boost its annuity sales by $4.1 billion.
Congressional panel holds hearings, but no action is expected this year.
Advisers will have to make some tough calls — for clients and for themselves
