Retirement Planning http://wealthmanagement.com/taxonomy/term/6605/more en Post-DOL: Time to Consider 3(21) and 3(38) Services? http://wealthmanagement.com/retirement-planning/post-dol-time-consider-321-and-338-services <div class="node-body article-body">Advisors or plan sponsors may be looking to modify their liability exposure through these types of arrangements.</div> <p><a href="http://wealthmanagement.com/retirement-planning/post-dol-time-consider-321-and-338-services" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/post-dol-time-consider-321-and-338-services#comments Retirement Planning Fri, 29 Jul 2016 18:52:00 +0000 1251621 at http://wealthmanagement.com Copyright Alex Wong, Getty Images Rich Investors Fear Fortunes Will Fade While They’re Playing Golf http://wealthmanagement.com/high-net-worth/rich-investors-fear-fortunes-will-fade-while-they-re-playing-golf <div class="field-byline"> Suzanne Woolley </div> <div class="node-body article-body">Ultra high net worth investors can't find passive assets that produce enough income to let them put their portfolios on autopilot.</div> <p><a href="http://wealthmanagement.com/high-net-worth/rich-investors-fear-fortunes-will-fade-while-they-re-playing-golf" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/rich-investors-fear-fortunes-will-fade-while-they-re-playing-golf#comments Real Estate High Net Worth Asset Management Retirement Planning Fri, 29 Jul 2016 14:15:00 +0000 1251311 at http://wealthmanagement.com Ryan McVay/Photodisc/Thinkstock Can Pets Boost Retirement Savings? http://wealthmanagement.com/blog/can-pets-boost-retirement-savings <div class="node-body blog-body">Cats and dogs help people save for retirement, panel discusses how financial services firms could fund cybersecurity and a judge rules bitcoin isn't real money.</div> <p><a href="http://wealthmanagement.com/blog/can-pets-boost-retirement-savings" target="_blank">read more</a></p> http://wealthmanagement.com/blog/can-pets-boost-retirement-savings#comments Industry Legal Technology Blogs Retirement Planning The Daily Brief Fri, 29 Jul 2016 10:00:00 +0000 1250601 at http://wealthmanagement.com Cruising Through Retirement http://wealthmanagement.com/blog/cruising-through-retirement <div class="node-body blog-body">Cruises a housing option for retirees, Shirl Penney named to Aspen Institute fellowship and Fidelity launches new robo advisor. </div> <p><a href="http://wealthmanagement.com/blog/cruising-through-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/blog/cruising-through-retirement#comments People Technology Blogs Retirement Planning The Daily Brief Thu, 28 Jul 2016 10:00:00 +0000 1249241 at http://wealthmanagement.com The Wealthy Rely on Social Security Benefits Too http://wealthmanagement.com/high-net-worth/wealthy-rely-social-security-benefits-too <div class="node-body article-body">Social Security has become such a major source of retirement income for this country’s elderly that even many high net worth individuals rely on it heavily.</div> <p><a href="http://wealthmanagement.com/high-net-worth/wealthy-rely-social-security-benefits-too" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/wealthy-rely-social-security-benefits-too#comments High Net Worth Retirement Planning Wealth Planning Public Tue, 26 Jul 2016 18:28:00 +0000 1248161 at http://wealthmanagement.com Golden Years Redefined as Older Americans Buck Trend And Work http://wealthmanagement.com/wealth-planning/golden-years-redefined-older-americans-buck-trend-and-work <div class="field-byline"> Lisa Du </div> <div class="node-body article-body">A rising share of Americans is holding jobs into their golden years, bucking the overall trend of people leaving the labor force that is concerning Federal Reserve policy makers trying to boost growth.</div> <p><a href="http://wealthmanagement.com/wealth-planning/golden-years-redefined-older-americans-buck-trend-and-work" target="_blank">read more</a></p> http://wealthmanagement.com/wealth-planning/golden-years-redefined-older-americans-buck-trend-and-work#comments Retirement Planning Wealth Planning Tue, 26 Jul 2016 13:54:00 +0000 1247511 at http://wealthmanagement.com <p>The share of those over the age of 65 in the labor force was 19.4 percent on an unadjusted basis in June, up from 15 percent in June 2006, according to the Bureau of Labor Statistics.&nbsp;</p> Copyright J.D. Pooley, Getty Images Who’s Happy About the DOL Rule? http://wealthmanagement.com/blog/who-s-happy-about-dol-rule <div class="node-body blog-body">Not everyone is dreading the new fiduciary rule, wealth management firms need to embrace innovation to survive and investors are optimistic about emerging markets.</div> <p><a href="http://wealthmanagement.com/blog/who-s-happy-about-dol-rule" target="_blank">read more</a></p> http://wealthmanagement.com/blog/who-s-happy-about-dol-rule#comments Industry Technology Blogs Equities ETFs Retirement Planning The Daily Brief Tue, 26 Jul 2016 10:00:00 +0000 1246701 at http://wealthmanagement.com Five Steps Plan Sponsors Can Take Now to Prepare for Final DOL Fiduciary Ruling http://wealthmanagement.com/retirement-planning/five-steps-plan-sponsors-can-take-now-prepare-final-dol-fiduciary-ruling <div class="field-byline"> Terry Dunne </div> <div class="node-body article-body">While the Department of Labor’s recent fiduciary ruling was aimed primarily at retirement investment advisors, it contains plenty of directives that are keeping plan sponsors up at night.</div> <p><a href="http://wealthmanagement.com/retirement-planning/five-steps-plan-sponsors-can-take-now-prepare-final-dol-fiduciary-ruling" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/five-steps-plan-sponsors-can-take-now-prepare-final-dol-fiduciary-ruling#comments Industry Retirement Planning Mon, 25 Jul 2016 15:40:00 +0000 1246551 at http://wealthmanagement.com Copyright Alex Wong, Getty Images Five Ways to Improve Your Clients’ Medicare Health http://wealthmanagement.com/retirement-planning/five-ways-improve-your-clients-medicare-health <div class="node-body article-body">Navigating the health benefit can be tricky, and getting it wrong costly. Your value to clients is helping them make the most efficient use of the program.</div> <p><a href="http://wealthmanagement.com/retirement-planning/five-ways-improve-your-clients-medicare-health" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/five-ways-improve-your-clients-medicare-health#comments Retirement Planning Wealth Planning Mon, 25 Jul 2016 11:58:00 +0000 1241561 at http://wealthmanagement.com <p>Medicare doesn&rsquo;t cover all expenses in retirement, but it&rsquo;s the most important factor in smoothing out health care costs.</p> Copyright David McNew, Getty Images Investors Are Getting Ripped Off on Index Fund Fees, Lawsuits Say http://wealthmanagement.com/legal/investors-are-getting-ripped-index-fund-fees-lawsuits-say <div class="field-byline"> Suzanne Woolley </div> <div class="node-body article-body">Allegations of excessive index fund fees in retirement plans are at the heart of a new proposed class action lawsuit brought by New York Life Insurance Co. employees against the company.</div> <p><a href="http://wealthmanagement.com/legal/investors-are-getting-ripped-index-fund-fees-lawsuits-say" target="_blank">read more</a></p> http://wealthmanagement.com/legal/investors-are-getting-ripped-index-fund-fees-lawsuits-say#comments Legal ETFs Mutual Funds Retirement Planning Fri, 22 Jul 2016 14:08:00 +0000 1244921 at http://wealthmanagement.com <p>Allegations of excessive index fund fees in retirement plans are at the heart of a new proposed class action lawsuit brought by New York Life Insurance Co. employees against the company.</p> Copyright Mario Tama, Getty Images