The passage of a bill that would permit in-plan Roth conversions and allow partial annuitization of annuity contracts could prove to be a boon for financial advisers.
Mon dieu! When it comes to fiscal restraint, the U.S. is no better than France
It should be easier for employers to include annuities in their retirement plans because Americans are at risk of outliving their savings, an insurer told Labor and Treasury department officials today
Dr. Doom sees anemic growth in third quarter; 'stock markets could sharply correct'
Social Security just celebrated its 75th birthday. Economist Laurence Kotlikoff says it's time to retire the cash-strapped pension plan -- or face disastrous results.
Baby boomers approaching retirement may be nervous about outliving their savings — but they continue to keep most of their money in riskier investments.
Linton, Ulian jump to Bank of America; 'organizational shift in mindset'
Investors seeking the safety of government-insured certificates of deposit and a chance to profit from market rallies may end up earning nothing and owing taxes for their efforts.
One out of four clients need to save – or make – more money, majority of polled advisers say; focus 'on the gap'
Federal regulators on Wednesday proposed new disclosure rules for target-date retirement funds that would require sponsors to spell out how they are investing the money and to warn about risks.
Firms that focus on the 401(k) market, like CapTrust, have recently reported a pickup in interest from advisers who focus primarily on retirement plans.
Consultant Leonard Reinhart says the advisory business isn't spending enough time on helping clients after they retire
Standard & Poor's Equity Research's fundamental outlook for the health care services industry for the next 12 months is positive.
GenSpring Family Offices LLC said today that it has hired Puneet S. Sahi as a family investment officer for its Costa Mesa, Calif., office.
Boston Private Financial Holdings Inc. announced today that it has repaid the remaining $104 million in TARP money it owes the U.S. Treasury.
Consuelo Mack's all-star panel re-thinks retirement income, and what should really matter most in your clients' portfolios.
The Labor Department today released proposed regulations that prohibit financial advisers giving advice to 401(k) plans, or their employer or the employer's affiliates, from receiving extra compensation because the plan sponsors bought a product recommended by the adviser.
When it comes to the decumulation phase of retirement behavioral finance hasn't yet been well-deployed to help retirees understand that they may very well outlive their retirement savings
At first blush, it seems as though a bear market would be the biggest threat to your clients' retirement income security.
Advisers who specialize in the 401(k) market have been switching broker-dealers in search of firms they feel are better equipped to handle their growing business — and new government pension regulations.
