Retirement planning

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.

Amid continuing predictions about the demise of conventional money management, Fidelity's Abigail Johnson is making adjustments to keep the business thriving and prove the doomsayers wrong.

Vault and Retiremap are launching products this week that are designed to help people stash cash where they can.

Bill would replace much of Dodd-Frank but is unlikely to become law; online retailer is expected to expand Amazon Lending program to small businesses in the U.S., U.K. and Japan.