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
Displaying 883 results
INVESTING ALTERNATIVES AUG 31, 2013
Syria turmoil expected, advisers brace for volatility

As turmoil in Syria continues to escalate and the specter of U.S. military action remains, advisers are preparing for market volatility and jitters from their clients.

INVESTING MUTUAL FUNDS AUG 29, 2013
BlackRock joins hunt for the white whale of retirement income

Giant money manager files for approval a set of bond funds with target date maturities.

RETIREMENT RETIREMENT PLANNING AUG 28, 2013
BofA creates new retirement unit

Bank of America Corp. has combined its retirement planning and wealth management capabilities.

RETIREMENT RETIREMENT PLANNING AUG 27, 2013
Alleged Ponzi scheme funded startup businesses

Clients in self-directed IRAs turned over control; 20% returns pitched

RETIREMENT RETIREMENT PLANNING AUG 23, 2013
LPL to break into estate planning for mass affluent

Subsidiary Private Trust Co. putting IRA into a packaged product.

YOUR PRACTICE PRACTICE MANAGEMENT AUG 22, 2013
Marketing chief Asnes leaves Envestnet, launches own firm

New venture to focus on strategic messaging, content generation, marketing.

Milevsky sells retirement analytics firm to Cannex
RETIREMENT RETIREMENT PLANNING AUG 18, 2013
Milevsky sells retirement analytics firm to Cannex

Deal will help advisers model annuities under varying client circumstances.

RETIREMENT RETIREMENT PLANNING AUG 16, 2013
401(k) plan optimization generating maximum interest

Sponsors increasingly asking advisers about ways to boost participants' results

RETIREMENT RETIREMENT PLANNING AUG 14, 2013
Allianz Life to launch indexed annuity for B-Ds, wirehouses

Product with built-in income rider set to debut Oct. 14.

RETIREMENT RETIREMENT PLANNING AUG 13, 2013
'Uncharted waters' for Detroit's municipal retirees

Municipal workers' benefits hanging in the balance amid bankruptcy filing.