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RETIREMENT RETIREMENT PLANNING JAN 14, 2008
New regs may give 403(b)s new life

Starting in 2009, new rules will change the landscape of the 403(b) industry, making the plans look more like 401(k)s and increasing their attractiveness to savvy advisers in the process, industry leaders believe.

NEWS OPINION JAN 14, 2008
In Roth IRA Conversions Timing Is Everything

If the timing is right, there’s a compelling case for converting a traditional IRA to a Roth IRA, even though Roth conversions are a tough sell.

RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 11, 2008
Hartford chooses fixed-income leader

As managing director and head of fixed income trading, Bill Parry will oversee all fixed income traders.

INVESTING ETFS JAN 11, 2008
ETF assets soar 44% in 2007

Assets invested in exchange traded funds grew by $32 billion, or 5.5%, to $608 billion in November.

NEWS INDUSTRY NEWS JAN 11, 2008
Confidence at all-time low, says survey

The RBC CASH Index, which has gauged consumer confidence since 2002, hit a new low this month.

NEWS INDUSTRY NEWS JAN 11, 2008
Rising oil prices fuel U.S. trade gap

The U.S. trade deficit grew to $63.1 billion in November 2007, an increase of 9.3% over October.

NEWS INDUSTRY NEWS JAN 11, 2008
Survey: More experts fear recession

Economists polled by The Wall Street Journal put the chance of recession at 42%, up from 23% just six months ago.

YOUR PRACTICE FINTECH JAN 11, 2008
Tech Bits

This week: Version 6.0 of CNG-SAFE, Laserfiche Compliance and a partnership between InvestEdge and Evare.

NEWS INDUSTRY NEWS JAN 10, 2008
Bernanke raring to forestall recession

Further rate cuts will be needed to "support growth and to provide adequate insurance against downside risks," he said.

RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 10, 2008
NAIC found 'unbiased' on viatical model

The model act covers the secondary market for life insurance, including disclosures for viatical settlements brokers.