Retirement

Three provisions in the far-reaching law “make it likely that annuities will become more prevalent in company plans,” one expert says.

Some advisory firms have already started narrowing their lists of funds considered eligible for retirement plans based on Trump’s decision to overhaul ERISA.

The quant manager has been warning for years that investor objectives are going to be increasingly hard to meet amid “soberingly low” gains.

"When you ask someone what their goals are for retirement in 10, 20 or 30 years, the truth is most people don’t even know what’s possible in the first place," Michael Kitces says.

The top 20 carried an average expense ratio of more than three times the broader industry.

After a waiver, required minimum distributions from certain retirement accounts — including traditional IRAs and 401(k)s —return for 2021.

These 20 mutual funds and ETFs here are home to roughly $45 billion in assets.

The top 20 more than doubled the gains of their fixed-income industry peers.

The biggest losses this year came from sectors that suffered the most in lockdown.

Decisions we make during financial crises alter as retirement nears — and not always for the better.

The regulation permits more exemptions from fiduciary duties, but may itself be replaced by the incoming Biden administration.

The latest deal by a wealth manager for an employee services firm enables the Raymond James Private Client Group to expand its reach.

The potential for higher rates in 2021 is real, but exactly what the rate would be, and who would pay those rates, is far from certain.

The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.

The top 20 outpaced the broader industry and had an average net expense ratio far below the 0.45% investors paid last year.

From COBRA premiums to long-term care, there are surprising uses for funds in these tax-advantaged accounts.

The 20 mutual funds and ETFs on this list have an average fee of roughly 111 basis points.

The low interest rates pushing down sales across most fixed and variable lines are also boosting certain products.