The Center for Retirement Research said millennials have surged ahead of other groups.
Many of Thomas Demergian's victims were elderly and "vulnerable" clients he had befriended, the sentencing judge said.
Locking in rates now will protect portfolios from any rate drop fallout, advisors say.
A PGIM survey suggests even $50,000 in savings can make all the difference in a retiree's outlook.
The firms failed to guard against trading designed to manipulate markets, Finra said.
The expiration of favorable income tax rates at the end of 2025 may clobber clients down the road, he says.
Customers unhappy with the rate of return on cash sweep accounts continue to turn up the legal heat.
Among Caz Craffy's victims was a child whose parent died on active duty, according to the SEC.
Also, the costs to acquire new clients jumped 75% from 2021 to 2023.
The lawsuit alleged the investment was inappropriate given the couple's risk tolerance.
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