Fidelity Investments has introduced a new policy restricting financial advisors’ ability to access or manage clients’ 401(k) accounts directly. The change affects thousands of independent advisors who ...

This article adheres to strict editorial standards. Some or all links may be monetized. As a major investment company and financial technology (fintech) platforms fight over access to client ...

Before her retirement in 2021, Woulf joined the growing ranks of 401 (k) millionaires, Americans who attain a seven-figure ...

I got a letter from my 401 (k) plan saying “Great news!” and that there’s “a new plan benefit offering steady income in ...

Baby boomers, the generation of Americans born between 1946 and 1964 (age 61-79 in 2025), have an average balance of $249,300 ...

The ETF holds 103 stocks, with top holdings including Nvidia, Apple, Microsoft, and Broadcom. Those are not payers of fat dividends, but they've been fast growers, and their inclusion shows that the ...

The public dispute between Fidelity Investments and technology firm Pontera Solutions Inc. has become a flashpoint for plan sponsors, caught between participants’ calls for choice and fiduciary ...

Fidelity 401(k) freeze shocks investors as thousands locked out of retirement accounts. Customers across the U.S. discovered they could not access their accounts online. The issue hits those who rely ...

Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, risk management, and public policy. Peter began covering markets at Multex (Reuters) ...

From Gen Z to Boomers, a new look at workplace retirement plans reveals wide differences in how people contribute—and how ...

I present a selection of high-yield stocks averaging 6.5% yield, strong business models, and robust total returns suitable for retirement portfolios. Read the full analysis here.