Retirement

Displaying 11581 results
RETIREMENT PLANNING DEC 19, 2016
Appeals court sends 401(k) fee case Tibble vs. Edison back to District Court to be reheard

The opinion vacated the Los Angeles District Court's ruling that the case could not proceed because of a statute of limitations on three of six funds in question.

RETIREMENT PLANNING DEC 19, 2016
DOL issues final rule on city retirement programs

The regulation is similar to one issued in August around state retirement programs.

RETIREMENT PLANNING DEC 16, 2016
Natixis launching 401(k) market's first ESG-focused target-date mutual funds

The funds seek to capitalize on the growing popularity of environmental, social and corporate governance investing, and help diversify in an increasingly competitive TDF market.

LIFE INSURANCE AND ANNUITIES DEC 16, 2016
Have indexed annuities become too complicated?

The emergence of several "exotic" indices within indexed annuity contracts have arguably made these products more complex than they need to be.

RETIREMENT PLANNING DEC 16, 2016
DOL fiduciary rule delay likely and death not out of the question

The rule could ultimately be killed or replaced, but only one course of action by firms provides certainty.

RETIREMENT PLANNING DEC 15, 2016
How does your debt compare to the average American?

Find out how your credit card balances and total household debt compare to the latest national numbers.

RETIREMENT PLANNING DEC 15, 2016
What the Fed's rate hike means for your money

Credit cards, home equity lines of credit, adjustable-rate mortgages and personal loans could inch higher after a rise in the federal funds rate.

What Medicare changes will mean for beneficiaries in 2017
RETIREMENT PLANNING DEC 15, 2016
What Medicare changes will mean for beneficiaries in 2017

By reevaluating supplemental and prescription drug coverages, Medicare enrollees can make up for premium increases.

RETIREMENT PLANNING DEC 15, 2016
How the DOL rule will change the product mix and portfolio constructions advisors offer

RETIREMENT PLANNING DEC 15, 2016
Retirement income planning in the post-DOL era: Five points advisors should consider

Prudential halts some insurance sales through Wells Fargo after ex-employees' whistleblower lawsuit
LIFE INSURANCE AND ANNUITIES DEC 15, 2016
Prudential halts some insurance sales through Wells Fargo after ex-employees' whistleblower lawsuit

Plaintiffs allege wrongful termination after urging their employer, Prudential, to take action over seemingly fraudulent sales of life insurance policies by Wells Fargo's retail bank.

Wells Fargo to keep commission retirement accounts under DOL fiduciary rule
RETIREMENT PLANNING DEC 15, 2016
Wells Fargo to keep commission retirement accounts under DOL fiduciary rule

Wirehouse says its decision preserves customer choice, and it comes as speculation swirls over the regulation's fate.

Raymond James scores a duo from Wells Fargo Advisors
RIAS DEC 14, 2016
Raymond James scores a duo from Wells Fargo Advisors

Connecticut team manages $230 million in client assets.

ESG DEC 14, 2016
Advisers help find donor advised funds for clients' charitable dollars

The funds provide donors an immediate tax deduction and an opportunity to guide the funds' investments and their eventual dispersal to charities.

RIAS DEC 14, 2016
How to keep clients from going wild when the Dow hits 20,000

To tame their animal spirits, call them before they call you.

Will the Fed's steps lead to a stumble?
MUTUAL FUNDS DEC 14, 2016
Will the Fed's steps lead to a stumble?

A long-held stock market selling rule may not apply this time around.

RETIREMENT PLANNING DEC 13, 2016
Social Security Administration evaluates online claiming tools

Report explains why various calculators produce different results

TAX DEC 13, 2016
3 ways advisers can help clients maximize charitable giving benefits

There is still time for investors to help fulfill their philanthropic passions and also reduce their tax bills.

RETIREMENT PLANNING DEC 09, 2016
Your credit card choice could make-or-break the bank

The wrong pick can cost you money or a free trip.

RETIREMENT PLANNING DEC 09, 2016
Will your career really last into retirement?

Working into your 70s or 80s can be a great idea, but it's also completely unrealistic for many workers who want to stick to their chosen profession.