Advisers will be instrumental in breaking down 401(k) costs for plan sponsors; investment fees to be an “eye-opener”
The Great Recession has put a great big dent in many retirement plans. Downsizing may be key, but a whole lot of boomers will have little choice but to stay on the job after the age of 65.
Wells Fargo & Co. is ignoring federal rules on reverse mortgages and forcing homes into foreclosure instead of giving heirs a chance to buy them, according to a lawsuit.
In the climax to an epic legal battle, the Supreme Court ruled that President Obama's massive health-care overhaul does not violate the Constitution. So what does this mean for advisers? Plenty.
Hospitals, big pharma likely winners, but HMOs, equipment makers could take a hit
Romney win would be boon for insurers, bust for hospital-related stocks
Financial advisers 'hide under the table' when clients ask about future health care costs, says Coughlin; guessing game
Another new tool helps advisers guide their clients through the ever-important Medicare decisions
The answers can prove pivotal in setting up an investment program for clients, says professor
Founder of hedge fund firm Harbinger Capital Partners last year settled a probe by U.S. regulators by admitting improperly borrowing money from his fund to pay his personal taxes.
Even fewer investors are reading their variable annuity prospectus, which can be 150-300 pages long; brevity would help reader rates
Even the Yankees, Sawx rivalry carries over to owners' prexy picks
A drop in stock prices could trigger worker suits over 401(k) plans as investors and sponsors argue over diversification
J.P. Morgan Asset Management has joined up with FASCore to provide record keeping solutions for the asset manager's small-to-midsized plan clients
John Hancock Retirement Plan Services takes the cake among plan sponsors as a favored defined-contribution investment manager.
