Successful children of wealthy parents had support -- but within limits, a new book finds.
Female clients think about investing differently, with focuses ranging from retirement to impact investing, and it's up to advisers to meet them on common ground. <i><b>More: <a href="http://www.investmentnews.com/section/specialreport/20140817/WOMEN">The Women and Investing special report</a></b></i>
More than a fifth of people collecting state and local pensions apparently apparently have moved out -- a third of them to Florida.
Concern that the future of the federal safety net for seniors is precarious and the ubiquity of 401(k)s are prompting those born from 1979 to 1996 to get an earlier start on saving than prior generations, And they're ending up in stocks.
Public employees, including some schoolteachers, are affected by offset regulations
<i>InvestmentNews</i>' four must-read stories of the week cover this ecclectic set of 'R' subjects.
Andrew Madoff, the son of the convicted Ponzi schemer, lists $11M in personal property and $4.5M in improved real property.
The comedian apparently used sophisticated estate planning techniques to provide for his children.
In leaving his estate outright to his partner, the Oscar-winning actor left her with a multimillion-dollar tax bill
Today's <i>Breakfast with Benjamin</i> looks at the impact of the junk bond selloff, Morningstar's approach to nontraditional bond funds, how higher rates will ripple across the economy, and much more.
Stock market rally in 2013 helped boost numbers; Fidelity remains tops in 401(k) recordkeeping assets.
The right claiming strategy can significantly increase lifetime benefits
A few important concepts can help clients bring in more during their retirement years.
As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.
A trade group's study says tough competition between fund managers is driving fees in 401(k) plans lower — but investors still may not be getting a good deal.
Court asked to consider statute of limitations that require plaintiffs to bring a suit alleging breach of duty within six years.
Long-fought legal battle between Lockheed Martin and a group of its retirement plan participants will finally go to trial in December after the plaintiffs were granted class action status.
One question to ask: After the death of a spouse, are you goals still the same for your monthly benefit?
