Practice

Lifelong income solutions for defined contribution plans are on the way. With defined benefit plans waning and life expectancy waxing, more retirees will need more guaranteed income than Social Security can provide.

More than a third of investors are less tolerant of risk than they were eight months ago, according to a new TD Ameritrade investor sentiment survey.

Defined contribution plan sponsors need to do a better job communicating key information to participants, according to a survey of plan participants conducted by State Street Global Advisors.

The SEC announced fraud charges and an emergency asset freeze against a Denver-based company and two Colorado residents for allegedly carrying out a $15.7 million Ponzi scheme that dragged in more than 120 investors nationwide.

Ask Ed Slott: Your IRA Expert answers readers' questions about how to manage and account for excess contributions made to IRAs for tax purposes.

IRA contributions for 2011 were nearly 15% higher than those for 2007 and contributions to Roth IRAs have outpaced traditional IRAs by almost 63% a year over the same period.

Defined contribution plan sponsors need to do a better job communicating key information to participants, according to a survey of plan participants.

With 10,000 boomers turning 65 every day, these aging clients and their advisors face a slew of new challenges and complex investment and planning decisions.

FINRA says the brokerage didn't have enough controls in place to detect that Jared Weinryt had breached his $116 million trading limit as he made overnight bets on so-called futures.

As the trend toward independence continues, the opportunities raise questions from those advisors who are considering making the move. Dynasty Financial Partners' Shirl Penney provides some answers.