Find the latest industry news below.

  • DOL Seeks Feedback for 'Retirement Savings Lost and Found' Database
    on April 15, 2024 at 9:58 pm

    Secure 2.0 Act directs EBSA to establish a search tool by Dec. 29.       

  • 12 Most Dynamic U.S. Metro Areas: 2024
    on April 15, 2024 at 9:48 pm

    The metro that topped last year's ranking has plunged to No. 29.      Related Stories12 States Where Homebuyers Need a Six-Figure Income - EnclosureDebate: Should the Government Force Mega-RMDs on Massive Retirement Accounts? - EnclosureSchwab Beats Q1 Revenue Target After Tough Year - Enclosure 

  • Debate: Should the Government Force Mega-RMDs on Massive Retirement Accounts?
    on April 15, 2024 at 8:47 pm

    A proposal in Biden's budget targets those who have saved at least $10 million in tax-preferred funds.      Related StoriesHere's What's Wrong With the 4% Rule - EnclosureDebate: With Direct File, Is the IRS Inviting Conflict of Interest? - EnclosureIs Now a Good Time to Retire? - Enclosure 

  • H&R Block Users Say They Can't File Their Taxes as Deadline Looms
    on April 15, 2024 at 8:18 pm

    Desktop users reported a "Bad Gateway" message; the company said Monday afternoon it had resolved the problem.      Related StoriesSchwab Beats Q1 Revenue Target After Tough Year - EnclosureSEC Hits 5 RIAs With Marketing Rule Fines - EnclosureBlackRock May Escape Texas Blacklist - Enclosure 

  • Don't Finalize Fiduciary Rule Now, Groups Urge DOL
    on April 15, 2024 at 8:07 pm

    A supporter of the rule called their request "the last refuge of a desperate group of industry opponents."      Related StoriesLet Angry Annuity Owners Go - EnclosureNAIFA Meets White House Team Reviewing DOL Fiduciary Rule Effort - Enclosure5 Market Issues to Watch 

  • Pass Rate and Turnout Grow for CFP Exam
    on April 15, 2024 at 7:42 pm

    The March 2024 test was administered to 3,683 candidates, breaking the record set a year ago.      Related StoriesSchwab Beats Q1 Revenue Target After Tough Year - EnclosureSEC Hits 5 RIAs With Marketing Rule Fines - EnclosureBlackRock May Escape Texas Blacklist - Enclosure 

  • Schwab Beats Q1 Revenue Target After Tough Year
    on April 15, 2024 at 7:10 pm

    The final 10% of TD Ameritrade advisors and clients are moving to Schwab in May, says CEO Bettinger.      Related StoriesSocial Security 2025 COLA Estimate Climbs to 3% - EnclosureBest & Worst Firms for Self-Directed Investors: J.D. Power, 2024 - EnclosureHere's What's Wrong With the 4% Rule - Enclosure 

  • Online Insurance Broker Faces Privacy Class Action
    on April 15, 2024 at 7:01 pm

    Plaintiffs say Lemonade shared visitor data with Facebook and other companies without users' permission.      Related StoriesSEC Hits 5 RIAs With Marketing Rule Fines - EnclosureBlackRock May Escape Texas Blacklist - EnclosureMorgan Stanley Wealth Unit Being Probed by Regulators: Report - Enclosure 

  • What Comes After the CFP? This Industry Group Offers an Answer
    on April 15, 2024 at 6:54 pm

    The Investments and Wealth Institute says its advanced certifications for HNW advisors are in high demand.      Related StoriesTo Grow Your Practice, Market to Women - EnclosureHow a Bit of Bitcoin Could Boost Returns — Even in 60/40 Portfolios - Enclosure4 Spring Check-in Conversation Starters - Enclosure 

  • 7 Things to Know About Social Security and Taxes
    on April 15, 2024 at 6:40 pm

    The interactions between Social Security and other income can cause unexpected tax results, Joe Elsasser says.      Related StoriesHere's What's Wrong With the 4% Rule - Enclosure12 Biggest U.S. Banks in 2023 - Enclosure10 Best Large Active Stock Funds of Q1, 2024: Morningstar - Enclosure 

  • The Art of Using Borrowed Money to Pay for Life Insurance
    on April 15, 2024 at 6:24 pm

    Shawn Goheen discusses this high-net-worth estate planning strategy and its potential pitfalls.      Related StoriesIs Now a Good Time to Retire? - EnclosureSocial Security 2025 COLA Estimate Climbs to 3% - EnclosurePGIM Launches 3 Retirement Spending Funds - Enclosure 

  • 7 Last-Minute Reminders for Tax Day 2024
    on April 15, 2024 at 4:43 pm

    The IRS and tax experts have released some important notes to keep in mind as returns are processed.      Related StoriesDebate: With Direct File, Is the IRS Inviting Conflict of Interest? - EnclosureHere's What's Wrong With the 4% Rule - Enclosure12 Biggest U.S. Banks in 2023 - Enclosure 

  • BlackRock CEO Sees Annuities as Retirement Plans' Future
    on April 15, 2024 at 3:01 pm

    Larry Fink's company pioneered the target date fund concept. Now, he believes another revolution is coming.      Related StoriesFiduciary Rule Meetings Disappointed Agent Groups - EnclosureNAIFA Meets White House Team Reviewing DOL Fiduciary Rule Effort - EnclosureSEC Hits 5 RIAs With Marketing Rule Fines - Enclosure 

  • To Grow Your Practice, Market to Women
    on April 15, 2024 at 7:35 am

    The financial planning primary contact numbers tell a sad story.      Related StoriesGet Lots More Unsolicited Referrals - EnclosureHow a Bit of Bitcoin Could Boost Returns — Even in 60/40 Portfolios - Enclosure4 Spring Check-in Conversation Starters - Enclosure 

  • Here's What's Wrong With the 4% Rule
    on April 12, 2024 at 10:10 pm

    For investors who prefer a formulaic approach to retirement withdrawals, there's a better option.      Related StoriesDebate: With Direct File, Is the IRS Inviting Conflict of Interest? - Enclosure'Probability of Success' Doesn't Mean What Your Clients Think It Means - EnclosureIs Now a Good Time to Retire? - Enclosure