WM Retirement Plan Advisor - RETIREMENT PLANNING SPECIAL REPORT

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APRIL 21, 2019

RETIREMENT PLANNING

Medicare: The Next Frontier

Mark Miller

With social security planning increasingly accepted as a necessity, Medicare is the logical next step for advisors.

FULL ARTICLE

RETIREMENT PLANNING

Wanted: Near-Retirement Strategies

Ben Thomason and Brian Muench

The marketplace needs better strategies and workplace systems when it comes to post-401(k) money management options.

FULL ARTICLE

SPONSORED WEBINAR

Tools of the ETF Trade: Understanding ETF Liquidity and Trading

Sponsored by American Century Investments

Take an in-depth look into ETFs & consider approaches to achieve the best possible execution and an overall positive trading experience. Tuesday, April 23, 2 p.m. ET

RETIREMENT PLANNING

A Latte a Day Isn't Going to Ruin Your Retirement

Barry Ritholtz

If spending $5 a day on fancy coffee puts your retirement at risk, you’ve got big problems.

FULL ARTICLE

RETIREMENT PLANNING

Open-MEP Opportunities for Financial Advisors

Tim Slavin

Three scenarios in which financial advisors might be the biggest winners if open MEPs become law.

FULL ARTICLE

RETIREMENT PLANNING

Same Old, Same Old Won't Work For Today's Baby Boomers

Rhian Horgan

Modern wealth management requires modern problem solving, especially as more baby boomers enter retirement.

FULL ARTICLE

RETIREMENT PLANNING

TD Ameritrade to Transition $35 Billion in Retirement Plan Assets to Broadridge

Diana Britton

Once the deal closes, Broadridge’s Matrix subsidiary will become one of the largest independent service providers of custodial and sub-custodial solutions with about $420 billion in assets under administration and more than 118,000 plan accounts in custody.

FULL ARTICLE

RETIREMENT PLANNING

Principal Acquires Wells Fargo's $827 Billion Retirement Business

Michael Thrasher

Principal Financial Group is paying $1.2 billion for the bank's retirement business, which serves 7.5 million U.S. customers.

FULL ARTICLE

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