Darla Mercado

Darla Mercado writes about retirement issues and products, including taxes, annuities and 401(k) plans. She welcomes feedback and tips from readers on interesting topics. Outside of the newsroom, Darla spends her time inline skating, biking, running and swimming. She Tweets at: @Darla_Mercado

Darla Mercado
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NEWS WIREHOUSES OCT 27, 2013
Wirehouses find a way through 401(k) regulation

As 401(k) plan advising gets closer attention from regulators, brokers are finding a way to play

RETIREMENT TAX OCT 25, 2013
Clients ignoring investment income tax but it's coming

Still time to strategize to minimize impact; trusts likely to feel the brunt.

NEWS INDUSTRY NEWS OCT 25, 2013
Spooked by higher taxes, investors give more away

Investors riding high amid stock market gains have become more charitable, as fears of increased capital gains taxes linger.

INVESTING EQUITIES OCT 24, 2013
No big bang for ING IPO

Stock trades higher after company cuts offering price; annuities biz viewed as financial drag

INVESTING EQUITIES OCT 24, 2013
ING U.S. sets stock offering price at $21-$24 a share

Company to change name to Voya Financial upon IPO, focus on retirement, investment, insurance.

RETIREMENT RETIREMENT PLANNING OCT 23, 2013
Schwab ETF platform for 401(k)s hits regulatory speed bump

Schwab's ETF platform for 401(k)s, which was expected to debut in the fourth quarter, may need more work before being ready for prime time. Darla Mercado on what happened.

YOUR PRACTICE PRACTICE MANAGEMENT OCT 23, 2013
Rx? Health exchanges might work out cheaper for advisory firms

Could cost less to send workers to government exchange, then reimburse them

RETIREMENT RETIREMENT PLANNING OCT 22, 2013
Protective Life pulling in reins on variable annuity flows

Another day, another VA pullback. This time, Protective Live is putting the brakes to sales of its variable annuities, including clamping down on 1035 exchanges.

NEWS INDUSTRY NEWS OCT 20, 2013
Giving talk: Go holistic

RETIREMENT RETIREMENT PLANNING OCT 17, 2013
LPL to offer advice to 401(k) participants

LPL is going to offer advice to 401(k) participants served by Vanguard and Ascensus and is talking with a big insurer about adding its plans, too.