Mersberger Financial Group will form the base of Merit’s new retirement plan business.
BlackRock, UBS and Schroders are among the financial firms called out by the state comptroller for their 'boycott' of fossil-fuel companies.
Setting up shell companies abroad and registering them with the IRS as offshore financial institutions lets Americans sidestep FATCA, according to the report.
Total U.S. annuity sales rose 16% to $79.4 billion in the second quarter, nearly the exact opposite of the S&P 500's return.
A new survey shows 47% of plan sponsors are considering changing advisers and 48% are thinking about switching record keepers.
The insurer will pay almost $21.6 million to consumers and their beneficiaries, along with $2.2 million to the New York State Medicaid program and a $2.5 million penalty to New York state.
The nonprofit organization announced that grants increased 14% during the first half of 2022, totaling a record $952 million.
New IRS rules complicate the calculation of required minimum distributions for those who have inherited individual retirement accounts.
The QDIA combines a target-date fund for younger individuals and Stadion’s StoryLine managed account service for participants aged 50 and older.
The addition of E. F. Heagan & Associates and Mandichak Investment Retirement & Estate Planning brings more than 500 new clients.
The Diamond Standard Fund is trying to provide a standardized way to trade diamonds and is working with wealth managers, high-net-worth investors, family offices, IRA platforms and institutional investors.
The number and total dollar amount of charitable gifts increased 10% last year, and the average gift size also spiked.
Regulator says rep defrauded clients by saying variable annuities were commission free.
The number of IRAs on Fidelity’s platform increased in Q2 and the percentage of employees with 401(k) loans remained low for the fifth consecutive quarter.
Strategic Financial Solutions has seven advisers and is based in Cedar Rapids, Iowa.
In 2019, Boston College estimated there was a $7.1 trillion retirement savings shortfall among American households. That number likely hasn’t changed much since then and the situation is getting worse.
Just 46% of small companies offer a 401(k) or similar plan to employees, compared to 92% of large companies and 89% of midsize companies, a Transamerica study shows.
It's in your best interest to have a collaborative team that's working together, as well as someone who knows the divorce laws in your state and someone who knows finance.
Carson Wealth's Jason Juhl is tapping his retired clients to mentor those clients moving toward the 'next chapter.'
Senate Finance Committee Ron Wyden has requested information about private placement life insurance, which can be used to shelter hedge funds and other products from taxes.
