Brainerd-based Fiducia Benefits Group offers a full suite of employee benefits solutions specializing in large group, self-insured, and customized benefit plans.
A survey by Janus Henderson shows 60% of investors expect the S&P 500 Index to be higher in a year, although 86% are worried about rising prices.
Provisions such as raising the RMD age and expanding workplace retirement coverage, which have been approved by the House and by Senate committees, must be rolled into one bill and enacted before year-end.
The end of the year is crucial for tax purposes, and strategies include tax-loss harvesting, charitable gifting and rebalancing client portfolios.
Republicans want tax breaks for private equity, manufacturers and businesses, while Democrats want to expand the child tax credit.
Ireland combines a highly educated population with economic opportunity, which has resulted in the country being ranked as one of the best places to live in the world.
For those considering moving to a foreign country when they retire to stretch their savings, here are the top locations.
Chuck Fuller and Brian Carney, co-founders of Tulsa-based Bridgecreek, will join Hub Mid-America with their team.
The one-year drop in premiums does not offset the overall inflation in health care costs.
There's increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully.
Last year, the firm acquired Viridian Advisors, which specializes in comprehensive financial planning and tax planning.
A new study shows 3 in 10 adults made changes to their investment portfolio in the past six months due to market volatility, with 37% of those investors increasing their cash allocations.
66% of millennials would be more likely to contribute to their workplace retirement plan for the first time or increase their contribution if they knew their investments were doing social good.
Turnkey asset management platforms can help advisers grow their practices, panelists say.
ForUsAll says its Alt401(k) platform enables employees to invest in crypto through a brokerage window. Meanwhile, the firm has filed a lawsuit challenging the DOL's crypto warning.
The report found that women in senior expert and leadership roles were found to have 62% of the accumulated wealth that their male counterparts enjoyed at retirement.
Investors are clamoring for guaranteed-income strategies this year primarily due to an uncertain stock market and spiraling inflation.
Anyone who's 62 or older in 2023 will benefit from the 8.7% cost-of-living increase to benefits that was recently announced for next year by the Social Security Administration.
The deal for JFL Total Wealth Management, which has $300 million in AUM, brings One Digital's total assets to approximately $108.1 billion.
Once the deal for Benefitfocus closes, Voya will serve roughly 38 million individuals.
