The pandemic has hit long-term care institutions particularly hard, and the effects are likely to persist, including a shift to more home-based care and changing projections for clients’ retirement costs.
Be on the lookout for these three major shifts.
Observers to the plan advisor space see a modest impact from the Department of Labor's new rule regarding ESG inclusion in retirement plans.
The most significant change to state law governing powers of attorney in almost a decade.
Advisors say they’re busier than ever in the last weeks of 2020, especially with helping clients transfer wealth to the next generation tax-free while they still can.
Keeping up with the changes.
2020 was the year retirement plan participants wanted to hear from advisors. Few did.
While Annexus is not yet ready to discuss specific products, it has filed six patents to bring retirement income products into the 401(k) space.
The acquisition, which comes in the wake of the SECURE Act, will bring more retirement services to Raymond James’ 8,200 advisors.