Margarida Correia
Former associate editorMargarida Correia is a former associate editor of the Employee Benefits Group and of Bank Investment Consultant.
Margarida Correia is a former associate editor of the Employee Benefits Group and of Bank Investment Consultant.
The regulator barred an ex-Wells Fargo advisor for fooling the bank into reimbursing him for $3,400 after he falsely claimed that he was the victim of fraud.
Socking away all retirement savings in traditional 401(k) and IRA accounts may no longer be wise.
If clients file for spousal benefits after reaching their full-retirement age, they can get up to six months’ worth of back benefits, but they have to ask.
Although the cost of living adjustment increased 2% this year, half of retirees cannot expect a substantial increase in their benefits.
The rep agreed to a six-month suspension and a $5,000 fine to settle claims that he wrote and deposited checks without sufficient funds to cover them.
Two in three plans offer a Roth savings feature, an option 401(k) participants should take advantage to reduce their tax liability.
The advisor defrauded some 60 victims by using their money to pay off earlier investors, fund his own speculative trading and pay his personal expenses, the SEC claims.
The bank recruited a former executive from Vanderbilt University’s investment office to assume a newly created post directing its third-party manager research efforts.
More retirement investors are including cryptocurrency in their portfolio because it helps them achieve diversification.
While many retirees have prepped well for whatever the economy and markets may bring, far too many others have not, an expert says.