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Why advisers need to stop scaring pre-retirees
When clients start a financial conversation with decreased confidence and a perceived loss of control, they often resist taking action.
Best practices for retirement plan rollovers
Advisers can provide basic education on distribution options, even if the Labor Department's proposed fiduciary rules are still murky.
Financial markets can smell a rate hike coming
Breakfast with Benjamin: Equity markets are abruptly adjusting to the notion that the Fed might finally get off the sidelines.
Tick, tick, tick: Fannie Mae employees must decide by June 4 on retirement assets
With pension closed, options include lump-sum distribution, annuity, 401(k) or IRA.
Duty to retirement plans expanded
Advisers need to be aware of a Supreme Court decision in a major 401(k) fee case's implications for their plan advisory work
George Soros pitches a currency move to prevent a third world war
Breakfast with Benjamin: The billionaire investor is calling on the United States to allow China's currency to join the International Monetary Fund's basket of currencies.
Saving for retirement should be advisers' top priority: Wharton's Marston
Finance prof says advisers not getting message of the value of delaying Social Security until 66 across to clients.
Washington latest state to encourage workplace retirement plans
Creates website to match small employers with private-sector retirement plans
Advisers blanch at Rubio cashing out 401(K)
Though most say it is never a good idea to take early distributions, the presidential hopeful should be in a better position than most to recover.
Companies go long by investing in longevity
Investments in research and treatments aimed at creating an ostensible fountain of youth are booming
How gamification can help get clients to plan for retirement
People are more apt to change their behaviors when they are engaged in fun, achievement-oriented tasks with established rewards.
Clearing up adviser confusion on the new once-per-year IRA rollover rule
Advisers are still not up to speed on the new, more strict interpretation of the once-per-year IRA rollover rule. It's been in effect since Jan. 1, yet advisers are still asking questions about it. Even worse, about 30% of advisers we have polled at adviser programs are unware of the new rule.
Broker-dealers face administrative hurdles in rollout of QLAC annuity
Confusion remains over who ensures the contract purchase meets Treasury's guidelines.
Surviving a rising rate environment
Adding a mix of nontraditional investments to clients' fixed-income holdings can help
Split with White House widens as Democratic lawmakers ask DOL to extend comment deadline on fiduciary rule
House and Senate Dems sent separate letters this week to Labor Secretary Thomas Perez asking him to add 45 days to the 75-day comment period.