A Fidelity survey produces a retirement score of 78 in 2022, down from 83 in the previous survey in 2020.
J.P. Morgan’s experts advise those in retirement to set aside three to six months of income to prepare themselves for major life, health or financial surprises.
The firm, which is on a crusade against the use of ESG factors in investing, announced that it's launching a pooled employer plan.
Greenville-based Goldfinch Wealth Management will be Mariner’s first office in the state.
Even though the S&P 500 fell 19% last year, fund managers’ sales of securities to adjust their positions can result in capital gains.
Sen. Elizabeth Warren, D-Mass., and three colleagues urge Treasury Secretary Janet Yellen to curb the use of grantor retained annuity trusts in the name of tax fairness.
The new service combines tax data and cost-basis reporting into a single offering for banks, broker-dealers and custodians.
The attorney for Massachusetts-based Jeffrey Cutter fires back at SEC, saying the agency is 'flat out wrong' and accusing it of trying to 'get a toehold into regulating the insurance industry.'
The measure would have rescinded the DOL rule allowing retirement plans to consider environmental, social and governance issues in their investment decisions.
The InvestmentNews staff plans to ask policy and financial experts in the coming months about their vision for the future of Social Security in the 21st century.
While home prices have cooled in response to rising mortgage rates, there's still decent money to be made by retirees willing to employ a 'retire and relocate' strategy.
Co-founder Vivek Ramaswamy, who recently stepped down to campaign for president, has said he wants to take politics out of investing.
ChatGPT is in the 'experimental phase,' and it will be a while before the industry adopts the technology for retirement investing.
Amid persistent inflation, plan participants might benefit from being able to invest in real assets, says Schroders' Adam Farstrup.
Cetera Advantage(k) GPS is designed for small and midsize businesses and available only through advisors affiliated with Cetera.
NEPC's study shows a lack of industry consensus on how to create meaningful retirement income solutions in companies' defined-contribution plans.
Total U.S. annuity sales hit a record-high $312.8 billion in 2022, and bank sales were the big driver in the fourth quarter.
The co-founder of the Houston-based registered investment advisor said $6 billion in size isn't what it used to be.
The proposal, which has little chance of passing Congress, would also raise the top tax rate for Americans making $400,000, to 39.6% from 37%, reversing one of Trump's tax cuts.
More than 40% of women believe the US is currently in a financial crisis, with another 24% believing that it is nearing one, according to a Nationwide survey.
