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February 14, 2017

More Women Managing Their Family’s Finances

Women’s two top financial worries are running out of money in retirement and managing the rising costs of health insurance, and 30% of women have turned to a financial professional for guidance.

January 26, 2017

What Do Investors Know About Fiduciaries?

Even though more than half of Americans don’t know the difference between a fiduciary financial adviser and one who isn’t, the majority believes it’s important for advisers to put clients’ best interests above their own when it comes to retirement assets, a new survey finds.

January 26, 2017

Generations Split on Retirement Preparedness

Maturing Millennials report feeling very optimistic about retirement readiness, career growth, and financial security; meanwhile, advice-seeking Baby Boomers have much lower expectations.

January 19, 2017

All Eyes On Potential Washington Policy Reforms

Advisers are “keenly aware of their clients’ moods and recognize that there are no ‘one size fits all’ retirement plans in the face of an unpredictable future,” research shows.