Sensing an opportunity when a new administration and Congress take over in January, the Section 529 college savings plan industry is pushing for an expansion of current rules and regulations governing the programs.
This month and next, help your clients by advising them to use a 2008 Roth IRA conversion to take advantage of the stock market decline.
Despite the wild markets, investors are not abandoning stock mutual funds.
As we wade through the fallout from the credit crisis, it is easy for investors to be fearful instead of seeing long-term opportunities.
Automatic enrollment of employees into defined contribution retirement plans such as 401(k)s has grown so quickly that more than half of employers now offer it to their employees, according to a new study.
Those with poor credit scores might be deadbeats.
Investors are shifting away from mutual funds toward certificates of deposit, variable annuities and exchange traded funds, according to a study that will be released next month.
Small- and mid-size record keepers that administer 401(k) programs for providers are concerned that a plan to ensure that mutual funds are not being "market timed" will be so expensive to oversee as to put some of them out of business.
The pain and suffering spreading across the global financial markets has translated into a bonanza of opportunities for the relatively obscure corner of the alternatives space known as the managed-futures industry.
Amid shrinking assets and a flood of redemptions, mutual funds that were closed to new investors are rolling out the welcome mat again.
