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Payouts to spouses and survivors appear similar but are different enough to cause headaches.

An indirect connection to equities has helped FIAs weather this year’s market volatility.

TDFs allow advisers to help create a retirement glide path, but selecting the right fund for the right path can be a challenge.

To help identify fraudulent advertising , advisers will be required to create and maintain documents that demonstrate performance calculations or returns.

Maull is an author, consultant, trainer and executive coach who facilitates deep transformation for individuals and organizations through mindfulness-based leadership training, consulting and coaching programs. Learn more at fleetmaull.com.

Benjamin Bain is a reporter with Bloomberg News.

Clients can beat a costly pitfall that comes after missing a 60-day window on IRA rollovers by giving the agency their side of the story under a newly relaxed rule. Plus, ways to save when clients are too old for traditional IRAs.

Hedge fund manager Bill Ackman maintained his bet against Herbalife even after the company reached a $200 million settlement with the U.S. Federal Trade Commission.

After a five-year slump marked by mine closures and losses, gold producers are now worth twice what they were in 2015.

Erin McGinty is director of benefits consulting at TriNet.