Advisers Latest

It’s not the presidential candidates who can have an impact on the consequences of health reform, but rather those on lower tickets, says adviser Vinnie Daboul.

Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.

Many American couples don’t share even basic financial details of their retirement savings account, beyond the fact that they have one, new survey finds.

Change likely due to ACA, United Benefit Advisors research finds.

Former law enforcement officer Joe Alfonsi leads his firm, TriBen Insurance Solutions, to triple-digit growth in worksite.

Although it won’t be disclosed until fall, maximum contribution is expected to increase by $50 and employers should know the change is coming.

Many people have the misconception that Social Security will become insolvent over the next 20 years.

Some options are better at reducing the expense of such services than others, say Universal Health Advisors John Mickner and Tim Cummings.

Advisers with this client base should take note of this ‘significant challenge’ as salary threshold for exempt employees grows.

An adviser needs to be fully aware of features of the ACA that can “help or hurt” a client, explains Alan Schulman, VP of The Meltzer Group.