The deal for the Massachusetts firm marks the 59th acquisition for Raleigh, North Carolina-based Captrust.
The revenue stream is at risk as the number of retirees grows faster than the number of workers paying taxes.
'No one is going to want to settle with broker-dealers over GWG claims until the bankruptcy is resolved,' an attorney said about the lawsuit filed by Emerson Equity.
Here are a few celebrities who announced their retirements, then subsequently announced they were reversing that decision.
Most beneficiaries don't switch plans during the annual open enrollment period, but retirees can save money by reviewing their drug coverage options.
Customer satisfaction drops soon after life insurance and annuities are purchased according to a new survey.
Next year's cost-of-living adjustment will be the largest increase in retirement benefits and taxable wages in 42 years.
A mere 7% of retirees stopped working because their savings were sufficient to fund their retirement, according to the report.
Tax-loss harvesting and charitable contributions can lower what retirees owe the IRS.
Just 34% of adult Americans have an estate plan and 37% of respondents said they didn't have a plan at the ready.
The tax collector says there will be no 50% penalty for missed 2021 and 2022 RMDs for beneficiaries subject to the 10-year rule.
The final rule is coming out at a time when sustainable investing has become a political flashpoint.
62% of workers have cut their contributions to their savings in response to the economic impacts related to inflation or concerns about a recession.
The firm designs and manages retirement plans, including 401(k)s, 403(b)s and 457(b)s, as well as defined-benefit and cash-balance plans.
Economist Laurence Kotlikoff offers his outlook on inflation and how investors can prepare their portfolios to defend against it.
The two retirement giants, along with Alight Solutions, are forming a consortium to automate the transfer of 401(k) accounts with balances below $5,000 when workers change jobs.
Selling life insurance policies can help retirees meet expenses, but such transactions, known as life settlements, are overlooked by the financial planning world.
An increasing number of wealth managers are diversifying their clients’ portfolios away from traditional asset classes into alternative, and often less liquid, assets.
The Cleveland-based RIA said the purchase of West Point Business Group allows it to launch MAI Retirement.
The deals push Savant's assets to $12.4 billion while moving it forward on its five-year growth plan.
