The Wealth Advisor

Contributor

The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Americans Near Retirement Still Not Prepared, Survey Finds

New survey by Alliance for Lifetime Income finds nearly half of Americans between ages of 45 and 75 do not feel they have enough retirement savings.

Plan Sponsors Prepare: Health Care Regs Going the Way of 401(k)s

Health care regulation enacted in 2021 is coming to the fore, as deadlines loom and litigation appears to be ramping up.

How Certain SECURE 2.0 Provisions Can Ease Participant Retirement Savings Challenges

T. Rowe Price white paper explains how emergency savings and student loan provisions can boost financial wellness.

Red Cross Defends Retirement Plan From Lawsuit Over Fees, Funds

The American National Red Cross asked a federal judge to dismiss litigation over its retirement plan.

Trucendent and NetLaw Announce Strategic Relationship to Deliver an Integrated Approach to Estate Planning via the Envestnet Financial Wellness Ecosystem to Financial Advisors

Trucendent, a technology firm dedicated to improving estate planning for advisors and their clients, and NetLaw, a law tech company powering estate planning services from a national law firm, today announced a strategic relationship in support of the collaboration between financial advisors, clients, attorneys and corporate trust administrators to create and update clients' estate plans.