Natalie Choate, a retirement planning expert with Nutter McClennen & Fish LLP, talks with Morningstar's Christine Benz at the InvestmentNews Retirement Income Summit about four factors that favor conversion, and includes some pitfalls to avoid when doing and IRA conversion.
Elder Care issues can create one of the most stressful situations of your clients' lives.
Although some financial advisers are always thinking of ways to go above and beyond to provide extra services to clients, Paul Baumbach sticks to managing his clients' investments.
Target date funds are marketed as age-appropriate diversified portfolios and promoted as sophisticated, easy-to-use funds.
Proposed regulations that would limit the way that financial advisers are compensated for working with retirement plans are forcing broker-dealers to reconsider how their -representatives sell and advise retirement plans.
Discussing long-term health care insurance is difficult but necessary
Andrew Lo, a professor of finance at Massachusetts Institute of Technology, says it's normal for clients who suffered huge losses to continue to have difficulties making logical decisions
The value of Warren Buffett's options to buy Goldman Sachs Group Inc. shares dropped by $950 million after regulators sued the bank for misleading clients on the sale of securities tied to the subprime mortgage market.
<i>InvestmentNews</i> last month invited a group of people to our office in New York for a frank discussion about retirement.
John Hailer, president and chief executive of the North American operations of Natixis Global Asset Management, fired off a letter to the head of the Employee Benefit Security Administration.
Spectrem Group also found that retirement accounts such as defined-contribution and defined-benefit plans rose 18% to $9.3 trillion in 2009, up from $7.9 trillion in 2008
Ameriprise Financial Inc. Chairman and CEO James M. Cracchiolo saw his total compensation grow 52 percent in 2009 to $18.2 million, largely because he earned a cash incentive after receiving no such award the previous year.
The following is a weekly investment commentary by Bob Doll, vice chairman and chief equity strategist for fundamental equities at BlackRock Inc.
The revenue-raising provision of the new health care law most likely to affect your clients is a 3.8% levy on investment income.
A pleasure cruise down memory lane, with some of the best spots ever seen on TV. Join the fun -- and tell us your favorite
Chardonnay-sayers proved wrong, as fine wine index hits new high after tanking in 2008
Take a look at a simple example and see under what circumstances an immediate annuity might be appealing.
Broker -- and candidate for the U.S. Senate -- says the latest government plan will further distort the underlying economics of the real estate market
HighTower Advisors LLC has hired another adviser from Morgan Stanley Smith Barney LLC's ranks — despite facing a continuing “lift-out” lawsuit that Morgan Stanley brought against it last month.
