Retirement Planning

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Surprise! Big insurer launches new VA
RETIREMENT RETIREMENT PLANNING OCT 02, 2012
Surprise! Big insurer launches new VA

New York Life going where other carriers fear to tread; risk management key

RETIREMENT RETIREMENT PLANNING OCT 02, 2012
Adviser opening: Covering retirees

LPL looks to goose VA sales
RETIREMENT RETIREMENT PLANNING OCT 02, 2012
LPL looks to goose VA sales

Creates new tools to help advisers better explain variable annuities to clients; many B-Ds seeing falloff in business

RETIREMENT RETIREMENT PLANNING OCT 01, 2012
Why LTC insurance is a better bet for women

Longer life expectancy, coupled with unisex policy pricing, boosts the value proposition for female clients

RETIREMENT RETIREMENT PLANNING OCT 01, 2012
Women facing 'retirement income glass ceiling'

Women face a unique set of hurdles when it comes to saving for retirement, and those difficulties set them far behind men once they stop working.

RETIREMENT RIAS SEP 30, 2012
Raymond James trims fees for some RIAs

RETIREMENT RETIREMENT PLANNING SEP 30, 2012
Merrill hires MSSB exec to run insurance, annuities

RETIREMENT RETIREMENT PLANNING SEP 30, 2012
Many wealthy skip tax benefits, give posthumously

RETIREMENT RETIREMENT PLANNING SEP 30, 2012
REIT dividends at issue in suit

RETIREMENT RETIREMENT PLANNING SEP 30, 2012
Financial planners in limbo after health care ruling

AllianceBernstein finds anchor tenant for customized retirement fund
RETIREMENT RETIREMENT PLANNING SEP 27, 2012
AllianceBernstein finds anchor tenant for customized retirement fund

Product includes a lifetime withdrawal benefit backed by trio of insurers; UT says yes

RETIREMENT RETIREMENT PLANNING SEP 23, 2012
Mary Beth Franklin: Advisers and clients don't talk Medicare

Survey finds that the discussion never comes up; yawning opportunity?

RETIREMENT RETIREMENT PLANNING SEP 23, 2012
Security hinges on planning, not performance

RETIREMENT RETIREMENT PLANNING SEP 23, 2012
Spousal-benefit calculations are more complicated than you think

'Fundamental shift' coming to VA business
RETIREMENT RETIREMENT PLANNING SEP 21, 2012
'Fundamental shift' coming to VA business

Carriers targeting fee-based advisers with new I-share offerings; next frontier

RETIREMENT RETIREMENT PLANNING SEP 20, 2012
Networking: Pershing plumps up trust lineup

Networking: Pershing plumps up trust lineup

Wealthy Americans in line for $1.4M average tax cut under Pawlenty plan
RETIREMENT RIAS SEP 20, 2012
Wealthy Americans in line for $1.4M average tax cut under Pawlenty plan

Independent analysis shows bulk of tax savings to go to wealthiest filers; 'much less progressive'

Old-age question: Are LTC policies good deals for younger clients?
RETIREMENT RETIREMENT PLANNING SEP 19, 2012
Old-age question: Are LTC policies good deals for younger clients?

Number of people under 45 who buy long-term-care insurance is on the rise; cheap premiums

RETIREMENT RETIREMENT PLANNING SEP 16, 2012
New health care law: advice needed

Financial advisers will have opportunities to help their clients navigate the new health care law.

RETIREMENT RETIREMENT PLANNING SEP 16, 2012
Soaring health care costs squeeze retirees