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To reach those 55 and over, stress financial plans and personalized service.

Cliff Cook is head of product and marketing for retail payment solutions at U.S. Bank.

Analysts say there may be increased activity in 2017 among "active-oriented traditional managers," spurred by performance issues.

The manager's Commons 30 is beating 88% of comparable funds over the past three years and trouncing Japan's benchmark Topix index, according to Bloomberg.

The design and names of low-volatility ETFs previously helped attract investors with a relatively low risk tolerance.

Benjamin Dryden is a senior counsel and antitrust lawyer with Foley & Lardner LLP. He focuses his practice on antitrust issues arising from mergers and acquisitions, including compliance counseling, representing clients in "second request" investigations, and preparing Hart-Scott-Rodino premerger notification filings.

The overwhelming majority are planning for the rule to go into effect as scheduled, with only 5% slowing down their preparations.

The firm was fined $1.57 million and must pay clients another $1.85 million for related infractions, the regulator said.

Trump has proposed making it easier to pass on HSAs to heirs, while some House Republicans want to nearly double contribution limits.