RETIREMENT PLANNING

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Schwab's Offer Of Alts For DIY Investors Takes Shape With iCapital

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Schwab by the end of the year will offer alternatives to self-directed investors with $5 million at the firm.

America's $38 Trillion Retirement Pool Is Nowhere Near Enough

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A pension expert says millions will find they can't afford to quit their jobs.

State Street Is Working To Insert ETFs Into The 401(k) System

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The effort goes against the grain of a U.S. retirement structure built around mutual funds.

Number Of 401(k) Millionaires Hits New Record, Fidelity Says

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A strong stock market has helped boost the amount of seven-figure retirement accounts.

Workers Want More Financial Benefits From Employers, Morgan Stanley Says

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A company survey found that retirement assistance is a top priority among employees.

When Pensions Reduce Clients' Social Security Benefits

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Clients with noncovered pensions can have any potential Social Security benefits reduced or eliminated.

Caregivers Feeling The Financial Stress

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People giving care to adults have had to sacrifice work advancement and full-time employment.

Retirees Are Transitioning Away From Work, Not Retiring Cold

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Many won't stop working on a specific date, Allianz says. Instead they'll phase retirement in.

How To Talk To Employees About A Changing Retirement Landscape

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A person's financial situation directly impacts their "wellness," regardless of their account size.

Baby Boomers Are Loving The 'Freedom' Of Renter Life

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The boomer generation prefers the flexibility of renting a home versus buying one.

Advisors Who Hang On Too Long Are Failing Clients, Dynasty Execs Say

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A firm with no succession plan will lose value, clients and next-gen talent, they said.

Ed Slott Sees Boomer Retirements, Layoffs As 'Amazing Opportunities' For Advisors

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Now is the ideal time for advisors to turn 401(k) account holders into clients, he said.

Vanguard Names BlackRock Executive Salim Ramji To Succeed Buckley As CEO

by FA News

Ramji's experience building BlackRock's ETF and indexing business operations made him an attractive candidate.

Arizona Advisor Spearheads Tax Law That Aids Retirees

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Matthew Benson has helped enact state laws that benefit retirees on several fronts.

Habitual DOL Rule Violators Face 10-Year Rollover Ban, Attorneys Say

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Companies and advisors who breach the fiduciary rules also face excise taxes and possible class-action suits.

Advisors Say Move Gingerly With Suddenly Wealthy Clients

by Ben Mattlin

The psychological adjustment to receiving a lot of money can take years, they say.

68% Of Retirees Fear Outliving Their Savings, Schroders Survey Says

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The top cause of concern was inflation, especially healthcare costs.

Biden Wants to Tax IRAs Over $10 Million, Require Mega RMDs

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The president's budget proposal would also end backdoor Roth conversions for the wealthy.

DOL Rule Brings A Trillion-Dollar Opportunity For Advisors

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The rules should remind advisors of how important IRA rollover decisions are to clients

Morningstar Says DOL Rule Will Save Investors $87B Over Next 10 Years

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Investors in small retirement plans and those who roll over into annuities will reap the greatest savings, researchers found.

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