Advisers scurrying to learn new rules for same-sex married couples.
Filing joint returns could make it easier to inherit money tax-free
Social Security earnings cap disappears at full retirement age.
Despite strong sales, concerns over due diligence, overconcentration rise.
AIG's decision not to join a suit against the U.S. government is good news for the insurer's brokers, writes Bruce Kelly.
New report shows investors find outsized return pitches "appealing"
When file and suspend makes sense — and when it doesn't
Firm seeks to help advisers working with business owners.
Retiring earlier could result in a 25% haircut to your Social Security
Parents more willing to talk drugs than insurance, survey shows
Health insurance exchanges are drawing enthusiasm and consternation from advisers. Darla Mercado sorts out the confusion. <i>(Plus: <a href="http://www.investmentnews.com/healthcare">All you need to know about the new health care laws</a>)</i>
Firm bars some from mass trading in 401(k)s.
Medicare enrollment mandatory for Social Security recipients age 65+
Bank of America Corp. has combined its retirement planning and wealth management capabilities.
Clients in self-directed IRAs turned over control; 20% returns pitched
Advisers watching for clues on the federal budget, debt ceiling, tax policy.