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We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target...
SmartAsset via AOL· 2 days agoFor example, John and Susan are both 67 and recently retired. They […] The post We Have $1.2M in an...
Americans Deserve Straight Retirement Advice. They Work Too Hard for Their Money.
Barrons.com· 1 day agoFEATURE About the author: Kevin R. Keller is chief executive of the CFP Board, the body that sets...
Eric Henderson Retiring as Head of Nationwide’s Annuity Business | PLANADVISER
PLANADVISER· 3 days agoThe head of Nationwide’s annuity business, Eric Henderson, will be departing the firm at the end of the year after nearly four-decades at the company, according to a Tuesday ...
DOL's new fiduciary rule is out
InvestmentNews· 3 days agoThe Department of Labor’s new fiduciary rule today is out, an overhaul of a 1975 regulation that the insurance industry has fought tooth and nail, as it...
Industry Players Weigh In on the DOL's New Fiduciary Definition | ThinkAdvisor
ThinkAdvisor· 1 day agoSeth Friedman, who once distributed annuities himself, is wondering how the Labor Department’s new final retirement investment fiduciary definition regulation will actually affect the flow of ...
Is Fidelity Safe For Investors To Use?
247wallst.com· 2 hours agoFidelity Investments is one of the nation’s largest brokerages and has been providing financial services since 1946. It’s registered with government...
What Awaits Principal Financial (PFG) This Earnings Season?
Zacks via Yahoo Finance· 4 days agoPrincipal Financial's (PFG) Q1 results are likely to reflect higher average invested assets in fixed...
DOL Issues Final Retirement Security Rule | PLANADVISER
PLANADVISER· 3 days agoThe Department of Labor on Tuesday issued the final Retirement Security Rule that will brings change to the fiduciary obligations of financial advisers when dealing with retirement-related investments ...
DOL Finalizes Plans for Fiduciary-Only Regime - PR.com
PR.com· 3 days agoAs a result, financial services professionals face a new regulatory regime that imposes a blanket fiduciary threshold for recommending an annuity in a rollover transaction ...
Here’s the retirement savings that put you with the richest 10% of Americans — it’s a much smaller...
MSN News· 1 day agoAre America's wealthiest the best prepared? Not necessarily.