Investment Instruments

Social Security benefits could be means-tested for the wealthy, but how might it happen, and what can you do to prepare clients for it?

Advisors were increasingly focused on portfolio management in the first quarter of 2014, while fixed-income also remained at the top of their minds, according to Fidelity.

While target-date funds seem to be generating most of the buzz these days, target-risk funds actually have more assets, according to a report by Morningstar subsidiary Ibbotson.

Research into Social Security claims by the American Enterprise Institute finds that many beneficiaries could earn substantially more by delaying payments.

Just days after BlackRock put out a white paper telling the world it was in favor of to vs. through target-date funds, its rivals at Fidelity Investments have taken the opposite stance.

States were assessed based on two categories: knowledge and education, and planning and daily habits.