Supreme Court decision could muddle end of the year wrangling in Congress; which taxes are in, which are out
The $20.5 trillion fiscal gap separating Social Security's liabilities and assets -- its unfunded liability -- is enormous; it is 1.4 times U.S. gross domestic product and 34 times annual Social Security taxes.
In a move that should cheer shareholders, Wells Real Estate has decided against charging clients an internalization fee.
Guardian web site explains what plan advisers do, and what they get paid for doing it
Judge's ruling keeps Penn Treaty in business, but large rate increases could follow
New data triggering a rethink about vendors; clients open to switching
Advisers will be instrumental in breaking down 401(k) costs for plan sponsors; investment fees to be an “eye-opener”
The Great Recession has put a great big dent in many retirement plans. Downsizing may be key, but a whole lot of boomers will have little choice but to stay on the job after the age of 65.
Wells Fargo & Co. is ignoring federal rules on reverse mortgages and forcing homes into foreclosure instead of giving heirs a chance to buy them, according to a lawsuit.
In the climax to an epic legal battle, the Supreme Court ruled that President Obama's massive health-care overhaul does not violate the Constitution. So what does this mean for advisers? Plenty.
Hospitals, big pharma likely winners, but HMOs, equipment makers could take a hit
Romney win would be boon for insurers, bust for hospital-related stocks
Financial advisers 'hide under the table' when clients ask about future health care costs, says Coughlin; guessing game
Another new tool helps advisers guide their clients through the ever-important Medicare decisions
The answers can prove pivotal in setting up an investment program for clients, says professor
Even fewer investors are reading their variable annuity prospectus, which can be 150-300 pages long; brevity would help reader rates
A drop in stock prices could trigger worker suits over 401(k) plans as investors and sponsors argue over diversification