Married Women Lost Most of Their Retirement Income Edge: Study
The Paper The economists used data from the University of Michigan’s Health and Retirement Study survey program, from 1992 through...
life insurance
Record-Low Fund Fees Saved Investors $6.9B Last Year: Morningstar
What You Need to Know U.S. fund expense ratios have declined for more than two decades. Vanguard maintained the lowest...
Will a Bank of Canada rate hike mean more headaches for HELOC holders?
For many Canadians, HELOCs have been a convenient vehicle to obtain financing for various purposes, such as home renovation. Debt...
Barred Broker Sentenced to Prison for $12M Ponzi Scheme
What You Need to Know Matthew Eckstein was sentenced Monday to 3.5-10.5 years in prison. The scheme by the ex-broker...
How to prepare clients to spend 1/3 of their lives in a changing retirement world
Edward Jones’ new retirement study, Longevity and the New Journey of Retirement, was conducted online during January with 1,003 Canadian...
Clients' Universal Life Policies Might Contain a Retirement Planning Boost
What You Need to Know Milliman actuaries have based their statistics on survey responses from 23 insurers. The participating insurers...
To Save for Retirement, Workers Need an Emergency Savings Solution
What You Need to Know S. 4353 is known as the Rise & Shine Act bill. The Emergency Savings Act...
30% of Advisors Changed Their Retirement Plans Due to Pandemic: Ameriprise
What You Need to Know A significant number of advisory firm owners have still not created a succession plan for...
Treasury Seeks Feedback on Digital Asset Risks
What You Need to Know Treasury's request for comment is part of President Biden’s executive order on digital assets. The...
16 Richest Self-Made Women in the U.S.: Forbes
The 100 women on the 2022 Forbes list of America’s most successful female entrepreneurs, executives and entertainers have a combined...
