Updated Sunday, April 26, 2015 as of 5:50 AM ET
Retirement Planning: Are You Asking the Wrong Questions?
Advisors who are helping clients prepare themselves financially for retirement are only doing part of the job needed.
More in Retirement Planning
American workers and retirees are expressing higher confidence about their ability to afford retirement this year, even though there is little sign they are taking the necessary steps to achieve that goal, according to a new survey. more »
Amid flagging confidence in retirement security, advisors can change the conversation by focusing on outcomes and planning for sustainable income. more »
Federal authorities for the first time have directly included rollovers and IRAs in their latest fiduciary standard proposal, and that could have a huge impact on firms in a fast-growing and profitable segment of the retirement savings industry. more »
Advocates for a new, stricter standard say momentum is on their side, while opponents argue that the rule-making process is too hasty. more »
The much-anticipated DoL proposal extends a fiduciary standard to thousands of brokers and advisors providing investment advice on retirement accounts without barring certain types of compensation. But details on enforcement are still forthcoming. more »
New research finds that advisors can play a critical role in alleviating some of boomers' retirement anxiety -- even if they may underestimate how long it takes to build client trust. more »
Despite fears of rising interest rates, long-term Treasury bonds are worth considering. more »
Lawmakers may eventually prevent heirs from cashing out inherited IRAs over their lifetime. But that could actually be good news for both clients and advisors. more »
The amount of money socked away in retirement accounts jumped up 6% with U.S. retirement assets totaling nearly $25 trillion at the end of December 2014. more »
Dream Forward Financial wants to take a bite out of the customer base of traditional plan providers like Fidelity by offering what it says is transparent and cheaper service. more »
The IRS is reminding taxpayers who turned 70-1/2 during 2014 that they most likely need to start taking required minimum distributions from their IRAs and other retirement plans by April 1. more »
Among the wealthiest clients, Fidelity and Vanguard retain their perennial leadership positions in firm perception, but there is room for others to advance their brand, according to a new study on investor sentiment toward insurance and retirement investment product providers. more »
There’s a gap between the White House and Wall Street’s main regulator over a push to tighten broker rules. To the investment industry, it’s an opening to exploit. more »
Advisors on the Move: Morgan Stanley Loses $750M Team
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