Podcasts

The online retail conglomerate takes another step into the healthcare market with its announcement to buy online pharmacy, surprising several industry leaders.

When planning for retirement, it is important for workers to think in terms of their source of income in retirement, but which retirement vehicle offers the best perk?

Scott Dillie is a wealth advisor with Bronfman E.L. Rothschild, a registered investment advisor.

Razi Hecht is a wealth advisor with Bronfman E.L. Rothschild, a registered investment advisor.

Christine Albano is a buy-side reporter on The Bond Buyer’s Markets beat, which she has covered for the past two decades. She has covered trends affecting retail investors, institutions, municipal mutual funds, tax-exempt money market funds, and the high-yield beat. She has also written about some of the industry’s biggest issues, such as historic defaults in Orange County, Calif., Puerto Rico, and Jefferson County, Ala., as well as the collapse of the variable-rate demand market, and the subsequent 2008 financial crisis, as well as the death of municipal bond pioneer Jim Lebenthal. She provided next day coverage of the impact on the municipal bond market of the Sept. 11 terrorist attacks on the World Trade Center, and recently interviewed The Vanguard Group Inc. founder, former chief executive officer, and investment guru John C. Bogle about the best investing advice for the municipal market.

Plan administrators who make foolish mistakes are begging for an invasive audit from the IRS or Department of Labor. Here are some common errors that will trigger your plan’s worst nightmare.

While many retirees have prepped well for whatever the economy and markets may bring, far too many others have not, an expert says.

Automatic enrollment is starting to generate a backlash with many critiques from analysts saying workers may run up debt to make up for the reduced take-home pay

William Trout is a senior analyst with Celent’s Wealth Management practice. His research centers on technology strategy and innovation in the securities, wealth management and banking industries. He has particular expertise on automated advice delivery, data analytics and segmentation, retirement investments, the use of digital tools and wealth management platform technology. Within the wealth management arena, his interests include financial planning, investment advisory, the family office and trust services. An authority on the robo advisory business, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal. He is also a frequent speaker at industry conferences and keynotes client gatherings.

With the updates to Medicare after the passing of the Affordable Care Act prescription drug cost is running rampant due to the inability to negotiate price and the lack of benchmarks for stability.