The Assets: Retirement planning

Americans Ignoring Workplace Financial Wellness Help

August 10, 2022No Comments

Only about a third participate in their employers' financial wellness programs, and about half don’t know if such programs exist, research from Principal Financial Group shows.

FAs Weigh In: The What-Ifs of Wealth Transfer

August 10, 2022No Comments

Advisors share the common wealth transfer mistakes families make.

FAs Weigh In: Alts Key to Client Portfolios

August 8, 2022No Comments

These advisors advocate alternatives for diversification and potential enhanced returns.

FAs Weigh In: Estate Plans Aren’t Just for the Rich

August 4, 2022No Comments

“Best practice occurs when the wealth advisor, trust and estate attorney and accountant collaborate in developing a plan for the client,” according to GYL Financial Synergies’ Gerald Goldberg.

How to Have a Solid Relationship with Your Client

August 2, 2022No Comments

Edward Jones financial advisor Jesse Abercrombie says an "advance plan" is necessary.

401(k) Savers Changing Habits Because of Inflation: Schwab

August 1, 2022No Comments

More plan participants view inflation as the main obstacle to their retirement goals than monthly expenses, market volatility and unexpected expenses, according to Charles Schwab.

Senators Press Fidelity to Explain 401(k) Crypto Decision

July 29, 2022No Comments

The senators are asking the firm why it would allow retirement savers to invest in an asset that’s “unwieldy, immensely complex, unregulated, and highly volatile.”

Some at Fidelity Meh on Crypto: CEO

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Its foray into crypto-investing remains controversial not only at the Labor Department but with the firm itself, according to CEO Abigail Johnson.

Many Turning to DC Providers for Financial Advice

July 27, 2022No Comments

Wealth managers stand to gain from establishing relationships with plan participants early on, according to a recent report from Cerulli Associates.

Fidelity and Bitcoin: Not Everyone's On Board, CEO Says

July 26, 2022No Comments

Nonetheless, the company is “doubling down” on cryptocurrencies, Abigail Johnson said last week at a crypto conference.