Adding a tax overlay to multiple unified managed accounts lets advisers generate tax alpha through APIs that identify and recommend tax-smart trades and sales.
The largest American insurance companies have uneven track records with diversity when it comes to selecting asset managers.
Clients don't have to sell stocks in their individual retirement accounts to take their required minimum distributions.
Financial advisers are fielding calls from clients wondering what, if anything, they should be doing with their home loans now that 30-year fixed mortgages have pierced 6%.
The digital platform, myVoyage, integrates account balances in defined-contribution retirement plans with guidance and information about external accounts.
Lucas has headed the nonprofit employee benefit research group since 2018.
63% of retirement plan participants say they have challenges managing their accounts digitally.
Tuesday's report on August consumer prices points to an 8.7% cost-of-living adjustment to Social Security benefits next year.
Most advisers agree they should be providing health care advice, but they say they need better tools.
Bob Gaydos, CEO of Pendella, explains why employees need to focus on individual life insurance coverage.
A win for Bidzina Ivanishvili against Credit Suisse Trust (Singapore) Ltd. may force a major rethink of how and when trust operators flag unusual transactions or other shady practices.
The insurer is using a financial projection engine from NewRetirement to power an interactive retirement planner.
Only 11% of Americans 45 and older plan to wait until they're 70 to start receiving their Social Security benefits.
Research from State Street Global Advisors exposes a generational divide when it comes to seeking out financial advice.
Nearly 75% of millennial and Gen Z retirement savers who defer close to the IRS maximum are optimistic about meeting their savings goals and retiring comfortably, a Principal survey shows.
The United States fell to 18th place for retirement security in Natixis Investment Managers' annual retirement index, while Norway grabbed the top spot.
The Wells Fargo retirement plan paid more than fair market value for stock that diminished participants' savings when it was allocated to their accounts.
The record-keeping platform announced that it's releasing a third-party administrator partner product, Vestwell Flex, as well as a TPA portal.
Advisers who help business-owner clients steer clear of possible tax traps in coming years will be performing a service unlikely to be forgotten.
Dallas-based Integrity is once again adding to its footprint with the the acquisition of Kansas City, Missouri-based Heartland.
