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
Most annuity holders will duck Obamacare's tax goose
RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 13, 2012
Most annuity holders will duck Obamacare's tax goose

Few make enough money to be hit by 3.8% surcharge; did insurers cry wolf?

RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 12, 2012
National Financial Partners to bolster property-casualty arm with acquisition

National Financial Partners Corp. is bulking up its presence in the property-casualty space in an effort to bolster revenue.

RETIREMENT RETIREMENT PLANNING JUL 10, 2012
Young workers want sure things as 401(k) options

YOUR PRACTICE PRACTICE MANAGEMENT JUL 08, 2012
As smoke clears, advisers rush to clients' aid

YOUR PRACTICE PRACTICE MANAGEMENT JUL 06, 2012
Former NAPFA chairman Spangler gets 16 years for fraud, must pay $19.8M in restitution

Thirty-two criminal counts include money laundering, investment adviser fraud, wire fraud.

'Hold' orders not suited for Finra's new suitability rules, advisers say
NEWS REGULATION AND LEGISLATION JUL 06, 2012
'Hold' orders not suited for Finra's new suitability rules, advisers say

Firms track 'buy' and 'sell' transactions; with hold recommendations, there's no there there

Decision not to liquidate LTC insurer could leave policyholders up the creek
RETIREMENT RETIREMENT PLANNING JUL 05, 2012
Decision not to liquidate LTC insurer could leave policyholders up the creek

Judge's ruling keeps Penn Treaty in business, but large rate increases could follow

Armed with fee info, plan sponsors bailing on service providers
RETIREMENT RETIREMENT PLANNING JUL 02, 2012
Armed with fee info, plan sponsors bailing on service providers

New data triggering a rethink about vendors; clients open to switching

Advisers will be key in breaking down 401(k) costs for companies: Schwab exec
RETIREMENT RETIREMENT PLANNING JUL 02, 2012
Advisers will be key in breaking down 401(k) costs for companies: Schwab exec

Advisers will be instrumental in breaking down 401(k) costs for plan sponsors; investment fees to be an “eye-opener”

RETIREMENT RETIREMENT PLANNING JUN 29, 2012
Axa offers deals to let clients drop VA death benefits