PLR treated non-designated beneficiary who got proceeds as IRA owner, not inheritor

The fiduciary rule shouldn't apply just to retirement accounts; it should apply to all investment accounts, no matter the size and type.

Larry Fink isn't optimistic about the markets, there really is a shortage of financial advisors and retirement-age women handle post-divorce money matters better than men.

ETFs are left out of retirement accounts, employers can offer automated 529 plans, and a Trump appointee hints at raising the Social Security retirement age.

Dropping the fiduciary rule at this point is a lose-lose proposition.

The coming year promises to be interesting for plan sponsors and consultants. We asked several industry experts for their insights on key developments and trends to monitor.

Many RIAs are missing a chance to grow by attacking the smaller retirement plan market, argues TD Ameritrade Institutional’s Skip Schweiss.

Rick Ketchum joins the MarketAxess Holdings board, RiXtrema finds retirement savings and a New Jersey financial advisor pleads guilty to bilking seniors.

The average 401(k) balance is more than $92,500, up 5 percent over a year ago.