Retirement

If the court ends up making this choice, intended family members may lose out — all for want of filling out a one-page form.

High unemployment, rising virus cases and the upcoming presidential election are causing clients to change their strategies, advisors say.

“If you decide to make the portfolio more conservative, make sure you have a plan — an exact plan — on when to come back,” an expert says.

If clients “looked just three months ago, these numbers would be glaringly different,” an expert says.

The president said his action authorizes the U.S. Treasury to allow companies to defer — not suspend — payroll taxes for Americans making less than $100,000 a year from Sept. 1 through Dec. 31.

“Clients have gotten a good scare,” says Dave Welling, CEO of Mercer Advisors.

A significant push to use the precious metal as portfolio insurance may create a self-reinforcing spiral that upends its appeal as a hedge.

Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces.

The 20 top-performers have generated gains well over 50% in the first seven months of the year.

The “set it and forget it” balanced approach may not work as well anymore, an expert says.

Educating clients with startup businesses on the new regulations can help them provide for employees without breaking the bank.

The firm allegedly didn't disclose its parent company paid a teacher union entity $10,000 a month “for its exclusive endorsement” as its preferred financial services partner, according to the regulator.

Despite besting the broader market over the long-term, those at the top have underperformed in the first half of 2020.

Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value

The current proposal “would lead to worse outcomes for plan participants as plan sponsors shied away from assessing ESG risks in selecting investments,” the research firm says.

Financial practitioner Aaron Brown takes a look at the logic behind modern day 401(k) plans.

“What this tool does uniquely is it takes the depersonalized delivery of benefits and really helps the individual determine how best to get the most out of their benefits,” says Voya’s Andrew Frend.