Retirement planning

As memories of the financial crisis fade, consumers are back to their old spending and saving habits — and that could be a big problem.

Panelists: Renée D. Brown, CMO, Retail Financial Services, TIAA; Steven Dorval, President, John Hancock Personal Financial Services; Matt Fellowes, CEO, United Income; Roger Lee, CEO and Co-Founder, Human Interest

Panelists: Grant Easterbrook, Co-founder, Dream Forward; Shin Inoue, Founder & CEO, ForUsAll; Kai Stinchcombe, Founder & CEO, True Link Financial

Panelists: Millie Arora, Political Scientist and Economist, ReD Associates, Nimish Shukla, CFA, Co-Founder and Head of Retirement Income Blueprint Income

The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.

The deal for Retirement Plan Services, which provides recordkeeping for employers nationally, is NBT's fourth acquisition of a retirement services firm since 2015.

Earlier versions of the bill would have caused bigger changes in how Americans finance home purchases, higher education and retirement. Still, the final legislation will have important effects on borrowing and saving decisions.

Rather than charge set fees, Aspiration offers customers name-your-fee accounts and donates to charities based on the amount of money it makes.

Adding retirement accounts broadens the app's offerings to millennial clients.