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Ten Questions to Ask Candidates on Retirement Policy

Ten Questions to Ask Candidates on Retirement Policy

Retirement on the mind.


When it comes to the presidential candidates, the attacks have been flying from both camps. But where do the presumptive nominees stand on retirement policy? The Financial Services Roundtable wants to know. As part of its 2016 Presidential Focus Series, an advocacy initiative to highlight consumer issues the candidates should focus on during their campaigns, the FSR is calling on the presidential hopefuls to outline their plans for Americans' retirement. Specifically, they need to answer 10 questions, such as, "What would you do to incentivize more small businesses to provide retirement plans and encourage their workers to participate?", "Do you believe the private sector is the best suited to provide retirement saving options for the full spectrum of retirement income needs?" and "What is your plan to make sure Social Security is strong in the long term?" "As Americans continue struggling to adequately save for retirement, it's time for the presidential candidates to make retirement security a top economic priority," said Jill Hoffman, FSR's vice president of government affairs for investment management.

Tilton Swaps Lawyers

Embattled investor Lynn Tilton has swapped out one high-powered law firm for another. CNBC is reporting that Tilton, who is facing fraud charges from the SEC, has hired law firm Gibson Dunn & Crutcher, jettisoning Skadden Arps, Slate, Meagher & Flom after years of representation. Skadden Arps was one of a group of lawyers working on her defense against the SEC. "Given the many baseless allegations that have been leveled at me and my firm, I decided that I needed a new general to lead my fight for truth," Tilton said through a spokeswoman. "I believe that Randy Mastro and his team at Gibson Dunn & Crutcher are the right people to assist me and my other outside counsel in this battle going forward. I have always greatly appreciated our relationship with Skadden, thank them for their work and support and expect to continue to call upon them for counsel in this transition and beyond." If convicted, Tilton, the CEO of Patriarch Partners, could be barred from the securities industry.

Advizr Adds New Financial Planning Features

The Debt Management Optimizer.


Advizr, a financial planning software, added five new features that it says would help advisors generate high-quality plans, improve practice management and enhance the client experience. The first is what the company is called the Interactive Smart Model, which automatically consolidates and analyzes every client data point "first cut" financial plan. Advisors and clients can then calibrate the plan together by working through "what if" scenarios and updating the plan live through an interactive tool. Advizr is also adding a document vault, a new client dashboard with real-time net worth and cash flow statements and a new presentation mode that advisors can white label and customize. Advizr also has a new debt optimizer for clients to enter in loan information and work through various pay-down strategies within their financial plan.

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