Social Security Survivor Benefits: 3 Key Things to Know
Many people spend their careers paying into the Social Security system, expecting to receive benefits later. Unfortunately, not…
AE Wealth’s President on Building the Experience Layer
Earlier this year, AE Wealth Management brought on Shannon Larson, a former Osaic executive, as its new president.…
Trust, not fees, now drives how investors choose an advisor
New research shows advisors who prove security and transparency build deeper client loyalty than competing on performance and…
Trump admin taps JPMorgan alum Matt Zames to advise Social Security agency
Matt Zames, then-chief operating officer of JPMorgan Chase, center, in New York, Feb. 27, 2017. Kholood Eid |…
Here’s the Average Social Security Benefit at Ages 62 to 70
Social Security is a major source of retirement income for millions of Americans, but the amount it provides…
South Africa’s largest bank loses custody of $217.6 billion pension fund after 30 years
The transfer officially took effect in August 2026 after Absa won a competitive contract to become the…
Forget the 4% Rule: Why Retirees Should Spend Even More Conservatively
Earlier this month, I detailed a conversation I had with Bill Bengen, the creator of the 4% rule…
Q&A: Consultant’s First Take on Edward Jones’ Digital Wealth Service
Edward Jones & Co. is piloting a program called Edward Jones Digital Managed Solutions, a mostly automated investment…
Social Security’s Trust Fund Runs Dry in 2032. 3 Moves to Make Before Benefits Face a 22% Cut
If you’ve been following Social Security in the news, you may be aware that the program is facing…
The IPO Boom Is a Test for Advisors and Their Platforms
The IPO market is back. After a dearth of public listings over the past few years, companies are…
Fidelity’s 401(k) benchmark leaves many 50-year-olds short
Fidelity Investments’ first-quarter data puts the average balance in employer-sponsored 401(k) retirement plans for savers aged 50 to…
Milwaukee Co. supervisor calls for overhaul of part-time employee pension program
Milwaukee County supervisor calls for overhaul of part-time employee pension program Milwaukee County Supervisor Sheldon Wasserman said the…