HRAs Eyed as Option to Fund Public Sector Retirees’ Health Care
Used predominantly by private sector employers, health reimbursement arrangements could also help public sector retirees deal with unfunded health care...
In Practice
Corporate Pension Funding Increases in July
The funded status of the 100 largest corporate defined benefit pension plans rose by $4 billion in July, according to...
Maximizing HSAs’ Value
Getting the most out of an account seen by some as a spending vehicle and by others an investment vehicle.
Record Number of Candidates Take CFP Board’s July Exam
Of the 3,214 candidates who took the July Certified Financial Planner certification exam, 64% passed.
Nurses Show Symptoms of Financial Insecurity
A Fidelity survey found that while almost all nurses participated in defined contribution plans, only 56% of them were on...
Deadlines For New Safe Harbor Plans Are Near
Employers setting up new safe harbor plans need to notify their employees by September 1 and have the new plans...
Medicare Awareness Is Crucial Missing Piece in Retirement Planning
Working seniors need professional advice when making coverage decisions, but only 21% of retirees with advisers receive health care planning,...
Long-Term Care’s Unexpected Costs and Their Effect on Retirement Security
About 80% of 65-year-olds will need some form of long-term care, according to the Center for Retirement Research at Boston...
Staffing Up: The When and How for Retirement Plan Advisory Firms
The timing and process of hiring new additions requires significant attention and care from firm leaders.
Who’s On Deck? Solving the Succession Planning Crisis at Advisory Firms
Advisers too often risk ‘both value and continuity’ out of attachment to the business and aversion to change.
I Used to Be Skeptical About Financial Wellness. Here’s What Changed My Mind.
Financial Finesse President Todd Lacey makes a case for integrating financial wellness into an advisory practice.
Taking Stock of the Continued Evolution of PEPs
More than four years and $10 billion in assets into their launch, experts discuss the benefits, the challenges and the...
Tackling Succession Misalignment in Advisory Firms
Three-quarters of RIA and broker/dealer firm owner respondents said they lack a clear plan of succession, which could alienate future...
Advisers Step Up as Clients Face Market Uncertainty
During market swings and economic stress, advisers delivered steady guidance, reinforced their value and identified growth opportunities despite the volatility,...
Wealth Transfer Planning Vital for Advisers to Retain Client Assets
Quality relationships continue to be essential for driving assets in the wealth management space, according to Cerulli Associates.
Deepfaked Fiduciary: The Real AI Threat Nobody’s Talking About
Adviser Neil Plein explains how fiduciaries can be prepared to minimize the risk to their practices from increasingly sophisticated scams...
Selecting the Right Platforms for a Successful Practice
To make sense of the many available options, plan advisers need to know what they are looking for.
Kestra Survey Looks At ‘Messy’ Succession Planning
While many 1st Generation advisers express confidence in their succession plans, only 6% of those planning to retire within the next decade have a fully documented strategy in...
Do Private Markets Present a Lucrative Opportunity ‘Fraught With Peril’?
Jerry Schlichter says fiduciaries’ responsibilities have been complicated by provider desires to make private market investments available via 401(k) plan...
Investment Advisers Optimistic About Inflation Amid Recession Fears
RIAs noticed a spike in clients looking to diversify their assets, with almost half reporting an increase in international equities...