Do you believe? | Copyright Keystone, Getty Images
Earlier this year Fidelity got a lot of attention with its proposal that those making even less than $150,000 a year could still save over $1 million in their 401(k) accounts, if they star...
President Obama just signed into law the most significant reform to Medicare in years. The “doc fix” law achieves several important improvements to Medicare, but it’s likely to cost your clients money.
The "Rocket" crash landed after his NFL career ended. | Copyright Al Bello, Getty Images
How are former NFL players faring with their finances post-retirement? According to a study that collected court filing data of about 2,000 retired pl...
After 16 years as the largest target-date fund provider, Fidelity Investments has lost its crown to Vanguard, which now holds 27 percent of the market share, according to a new Morningstar report...
The more you know ... | graphicsdunia4you/iStock/Thinkstock
Money can buy an education, a home in an environmentally beneficial area, language lessons and mind-expanding cultural excursions. So does it make sense that it can also buy you a...
UBS Wealth Management Americas is starting a new program this week to help finanical advisors who want to leave the business find new homes for their high-net-worth clients. The incentives to participate could total 230 percent of their...
Just follow the smell of money. | Jorge Jimenez/iStock/Thinkstock
Connecticut has the highest number of individuals making over $1 million in income, accounting for 0.63 percent of the state’s tax-paying population, according to a recent s...
The defined benefit pension: the golden age of retirement security, or not so much? It’s a key question in the debate about the retirement security crisis facing so many Americans.
The percent of households working in the private sector with ...
Building a behemoth.
Vanguard saw a net $219 billion flow into their U.S. mutual funds and ETFs in 2014, and is on track to account for 20 percent of total industry assets by the end of this year. Morningstar calls it the most dominant fun...