The latest Retirement Confidence Survey is out today. For the 22nd year, the Employee Benefits Research Institute and Matthew Greenwald & Associates have asked American workers about their retirement dreams and concerns
Morgan Stanley, WellsTrade and Merrill Edge trail in Consumer Reports ranking of brokerages.
Facing regulatory and cost pressures, many consider selling out to larger firms
The difficulties of self-benchmarking for advisers came up in a panel discussion this morning at the American Society of Pension Professionals and Actuaries' 2012 401(k) Summit in New Orleans.
Plan participation, investment options not true measures of performance
Labor Department is seeking details on their members' IRAs
The Hartford's surprise exit from several key businesses is still making waves in the advice industry. The latest news: Edward Jones has ceased selling the carrier's life insurance and annuities.
The case for quality dividend stocks in the first five years of retirement
Tough to make ends meet with CDs and Treasuries; volatility not as frightening when it's SOP
No idea about tax benefits of the accounts, or maximum contributions
Demand for alternative investments is on the rise, with clients eager to funnel money into real estate, private placements and hedge funds. But with nagging custody issues, plus regulatory warnings, few advisers can meet the growing number of requests.
Pall over property market a drag on economy, says William Strauss
Two new measures targeting the accounts introduced in the past week; source of savings, source of tax revenue
Claim plan to rejigger taxes on inherited accounts could hurt savers with older spouses; 'a nonstarter'
Financial troubles of retired players sees union, league set up mandatory retirement savings plan
Fixed indexed annuities were a hot product among independent broker-dealer reps last year as clients sought a safe-money alternative to CDs, made virtually worthless by low interest rates.
