Retirement Planning

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RETIREMENT RETIREMENT PLANNING NOV 28, 2010
Canadian snowbirds present opportunities — and pitfalls — for advisers

More affluent Canadians are flocking south for the warm winter sun and cheap real estate deals

Carlos Slim, now worth $54B, becomes the world's wealthiest
RETIREMENT RETIREMENT PLANNING NOV 23, 2010
Carlos Slim, now worth $54B, becomes the world's wealthiest

Mexican telecom tycoon Carlos Slim is the first man from a developing nation to become the world's richest person — a shift that underlines the loosening of America and Europe's stranglehold on the top spots in the billionaires' club.

RETIREMENT RETIREMENT PLANNING NOV 21, 2010
New credential focuses on families with special needs children

RETIREMENT RETIREMENT PLANNING NOV 21, 2010
A year-end checklist for IRAs

In the rush of year-end activity, it's important not to forget your IRA-related to-do list. The following are some of the most overlooked year-end items.

RETIREMENT RETIREMENT PLANNING NOV 17, 2010
Target date funds back on target: Morningstar

Retirement funds have recouped losses from 2008 market crash; 2010 funds up 5% from 2007

Investors: We're done with stocks
RETIREMENT RETIREMENT PLANNING NOV 17, 2010
Investors: We're done with stocks

Survey reveals deep mistrust of equity markets; a third of respondents fully in cash

RETIREMENT RIAS NOV 17, 2010
LPL star aims to build national wealth manager

Ron Carson, LPL Financial Corp.'s most prominent financial adviser, seeks to create a national wealth management franchise, joining the fray with other noted investment advisers desiring a national footprint.

RETIREMENT RETIREMENT PLANNING NOV 17, 2010
Labor Dept. eyes reports of advisers exploiting retirees

RETIREMENT RETIREMENT PLANNING NOV 15, 2010
MetLife's exit from LTC a positive for carrier: Moody's

MetLife Inc.'s decision to stop writing new long-term-care insurance should be viewed as a positive event, according to Moody's Investor Services.

Survey reveals top retirement concern of Americans
RETIREMENT RETIREMENT PLANNING NOV 14, 2010
Survey reveals top retirement concern of Americans

Affording health care during retirement remains the No. 1 concern of working Americans, according to a new survey from Edward Jones.

RETIREMENT RIAS NOV 14, 2010
New regs forcing '401(k) dabblers' out of market: Expert

Tougher regulation in the 401(k) marketplace is driving “dabblers” out of the plan advisory business, according to an industry executive.

RETIREMENT RETIREMENT PLANNING NOV 14, 2010
Growth area for advisers: 'Accidental entrepreneurs'

Deep job losses from the Great Recession, combined with dried-up job markets, have created a class of “accidental entrepreneurs” — people who start businesses because they have few other options.

RETIREMENT RETIREMENT PLANNING NOV 14, 2010
401(k) reps, record keepers should team up

Instead of fighting with advisers over the estimated $1.5 trillion in 401(k) rollover assets, record keepers may want to work with them.

RETIREMENT RETIREMENT PLANNING NOV 12, 2010
CFPs face fee hike — and are loving it

Generally speaking, financial advisers aren't exactly overjoyed when one of their industry associations raises its dues

RETIREMENT RETIREMENT PLANNING NOV 11, 2010
Moody's downgrades John Hancock Life on LTC worries

Moody's Investors Service late yesterday downgraded John Hancock Life Insurance Co. (USA)'s insurance financial strength ratings, citing problems in the carrier's long-term-care insurance business.

Wealthiest people buy least-structured products
RETIREMENT RETIREMENT PLANNING NOV 10, 2010
Wealthiest people buy least-structured products

The wealthiest investors in the U.S. put less of their holdings into structured products than the less affluent, according to a study commissioned by the Securities Industry and Financial Markets Association.

RETIREMENT RETIREMENT PLANNING NOV 10, 2010
Insurance pros pitch annuities as antidote to market downturns

After seeing their retirement savings devastated by the financial crisis, Americans may be more open to annuities as a way to ensure an income stream and protect against market downturns, according to an insurance industry leader.

RETIREMENT RETIREMENT PLANNING NOV 09, 2010
New regs forcing '401(k) dabblers' out of market: Expert

Tougher regulation in the 401(k) marketplace is driving “401(k) dabblers” out of the plan advisory business, according to an industry executive.

Retirement agenda set to take a backseat in gridlocked Congress
RETIREMENT RETIREMENT PLANNING NOV 09, 2010
Retirement agenda set to take a backseat in gridlocked Congress

The split in control of Congress means that legislative gridlock will shift the lead on pension issues to executive-branch agencies over next two years, pension industry lobbyists said.

RETIREMENT RETIREMENT PLANNING NOV 08, 2010
DOL issues rule aimed at boosting 401(k) fee disclosure

Workers will be able to quickly and easily compare retirement plan investment options, including the fees charged in each, under a regulation promulgated today by the Labor Department.