Darla Mercado

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Like comedy, secret to Social Security is timing
RETIREMENT RETIREMENT PLANNING JAN 04, 2012
Like comedy, secret to Social Security is timing

Knowing when to apply for benefits can greatly alter what you get

RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 04, 2012
Lifetime-income options pose benchmarking puzzle

As insurers find new ways to provide workers with a steady stream of income through their retirement plans, financial advisers are grappling with how best to benchmark these products against one another

INVESTING MUTUAL FUNDS DEC 30, 2011
Exotic strategies a mixed bag for target funds

Scam alert: You mean the SEC isn't holding a sweepstakes?
NEWS REGULATION AND LEGISLATION DEC 29, 2011
Scam alert: You mean the SEC isn't holding a sweepstakes?

Con artists deluging investors with Internet scams; the latest: an e-mail claiming your firm is being investigated by the SEC's whistleblower office

No guarantees, but life insurers look set for revival in 2012
RETIREMENT LIFE INSURANCE AND ANNUITIES DEC 27, 2011
No guarantees, but life insurers look set for revival in 2012

Low interest rates seen as manageable; stock prices 'beaten down to ridiculous levels'

NEWS RIAS DEC 27, 2011
VA carriers hunkering down

Allianz Life names new CEO
RETIREMENT LIFE INSURANCE AND ANNUITIES DEC 23, 2011
Allianz Life names new CEO

Walter White takes helm of U.S. ops, arrives with brokerage expertise

Data dump bigger burden on retirement plan advisers
RETIREMENT RETIREMENT PLANNING DEC 23, 2011
Data dump bigger burden on retirement plan advisers

Required disclosures mean advisers can easily benchmark performance; onus on advisers to prod stragglers to do better

NEWS INDUSTRY NEWS DEC 22, 2011
After appeal fails, RJ forks over record $1.8M to 87-year-old client

Arbitration award was based on wrongful sale of VAs and variable life insurance to elderly man and his late wife; judge refuses to vacate the payment

RETIREMENT RETIREMENT PLANNING DEC 20, 2011
With new rule, DOL nixes additional fees for 401(k) advisers

The Labor Department has finalized a rule aimed at deterring financial advisers from receiving additional compensation based on the funds they choose for retirement plans