The asset reserves of the Social Security Old-Age and Survivors Insurance Trust Fund, which pays benefits to retirees, are projected to become depleted in 2033 — the same as projected in 2023. Income ...

Labor analysts included a puzzling asset comparison table in the final fiduciary standard update packet. The table shows fixed annuity assets growing twice as fast as mutual fund assets. The numbers ...

Paul Shoukry’s ascension to CEO of Raymond James Financial, replacing Paul Reilly, isn’t as big a change as people think, ...

Buckingham's Birenbaum will lead the combined firm; Colony CEO Nathanson will remain CEO of partner network Focus Financial.

The two Focus Financial-affiliated firms are unifying as Colony's leader, Michael Nathanson, becomes CEO of Focus.

A recent Bank of America report provides some talking points for advisors helping clients navigate this alternative ...

Some 10,000 baby boomers will turn 65 every day until 2030, according to the U.S. Census Bureau, and a majority of them are ...

“Instead, the final amendment covers the receipt of ‘reasonable compensation,’ both cash and non-cash from any and all ...

In this episode of the Ask the Retirement Expert podcast series, ThinkAdvisor Senior Reporter John Manganaro speaks with Bonnie Treichel, the well-known retirement legislation and regulation attorney ...

U.S. life and annuity insurers are strong enough to shrug off the slump hitting the U.S. office market. David Marek, the ...

Jackson Financial has sued to foreclose on an $18.1 million mortgage backed by the Bob Hope Building, a 10-story office ...

A veteran advisor asked ChatGPT to emulate a financial advisor. The AI program gave a pretty good answer. Part of the advice: The users should talk to someone like you. With it being an election ...