Equity and bond fund fees down more than 45% from the early 2000s.
Clear benefits for advisory firms, but some think advisers may be ill-equipped to deliver financial wellness and see potential conflict.
The new tax law could increase financial challenges for divorced people, but planning opportunities abound.
Now that a new law provides executors with access to digital assets, estate planning needs to include such assets
Strategy involves a limited liability company and non-grantor trusts set up in a no-tax state.
Competition is heating up among asset managers.
A handful of fatal accidents involving autonomous vehicles suggest car insurance will evolve, rather than go away.
Justice Department didn't petition the Supreme Court to rehear the case. A mandate from the 5th Circuit would finally lay the fiduciary rule to rest.
Industry coalition seeks to educate the public and advisers about the value of annuities.
But one year of higher health care costs may be worth it to lower RMDs and taxes in the future.
Both companies are said to be developing target-date funds with this focus.
Will try to determine whether more than 2,000 retirement plans are abandoned.
Plan sponsors are left out of the equation because they don't appear to fall within the definition of "retail" investor, legal experts say.
The proposed best-interest standard applies only to 'retail customers,' a definition that seems to omit broker recommendations to retirement plans. RIAs, though, are still on the hook.
The sale would keep the platform in the LPL network, and could be used as a way to lure retirement advisers away from Independent Financial Partners.
Despite shifting tones from presidential administrations, advisers can still safely apply ESG factors in investment decisions.
Advisers must weigh pros such as ease and efficiency against drawbacks like client risk and less leverage.
Although the trust fund depletion date remains unchanged, 2034 is when surplus funds will run out if Congress doesn't act
Studies show that a tax-efficient approach to investing can boost incremental after-tax returns.
C corps may become a bit more popular under the new regime given the big reduction in their tax rate, but pass-throughs still seem to have the upper hand, advisers say
