Retirement

Displaying 11581 results
Banks missing a trick by not selling insurance: Survey
RETIREMENT PLANNING MAR 04, 2012
Banks missing a trick by not selling insurance: Survey

Sales of insurance — as well as investment products — tends to attract more profitable customers; big edge in trust over brokerages

Take this paycheck and allocate it
RETIREMENT PLANNING MAR 02, 2012
Take this paycheck and allocate it

Advisers need to do a better job of helping clients save, says consumer finance expert

RIAS MAR 02, 2012
Decision to keep rates low could hurt interest in annuities

MetLife, Axa limiting customer contributions to certain variable annuity purchases
LIFE INSURANCE AND ANNUITIES MAR 02, 2012
MetLife, Axa limiting customer contributions to certain variable annuity purchases

MetLIfe, Axa curbs on clients' VA additions a way to rein in market exposure amid tough economy

LIFE INSURANCE AND ANNUITIES MAR 02, 2012
Carriers look beyond variable annuities

In a bid to appeal to fee-based and fee-only financial advisers, life insurers are resurrecting a once-forgotten product intended to generate a steady stream of retirement income outside the VA arena.

LIFE INSURANCE AND ANNUITIES MAR 02, 2012
SEC fraud case could give new life to life settlements controversy

Life Partners accused of misleading shareholders about mortality estimates; securities or not?

TAX FEB 29, 2012
Tax break called "indefensible' by Calpers CIO

INsider: Tax hike arguments based on iffy math
REGULATION AND LEGISLATION FEB 29, 2012
INsider: Tax hike arguments based on iffy math

Calculating how much money would have been raised if rates were higher is weird science, at best

Former Irish billionaire declared bankrupt
RETIREMENT PLANNING FEB 29, 2012
Former Irish billionaire declared bankrupt

Sean Quinn, once Ireland's richest man, lost $1.3B on AIB bet

TAX FEB 29, 2012
Changes in tax law could take big bite out of Steve Jobs' estate

RETIREMENT PLANNING FEB 28, 2012
Cheaper mortgages offer planning opportunity

Note to clients: Why state school may be the smart bet
RETIREMENT PLANNING FEB 28, 2012
Note to clients: Why state school may be the smart bet

Skyrocketing costs of private schools has advisers telling clients to consider less-prestigious -- and less expensive -- colleges for their kids

Treasury's lifetime-income proposals lean heavy on education
RETIREMENT PLANNING FEB 27, 2012
Treasury's lifetime-income proposals lean heavy on education

Observers find proposals to be well intended, but say workers have a lot to learn on annuities

MedCap co-founder faces tax evasion charges
RIAS FEB 27, 2012
MedCap co-founder faces tax evasion charges

One of the founders of Medical Capital Holdings Inc., the issuer of tainted private placements that have devastated dozens of broker-dealers, faces five counts of failing to file a federal income tax return.

RETIREMENT PLANNING FEB 26, 2012
Pensco pulls off 'game changer' of an acquisition

RETIREMENT PLANNING FEB 26, 2012
Neither a borrower nor a lender be

RIAS FEB 26, 2012
Fee-based advisers are warming up to VAs

Slowly but surely, fee-based and fee-only advisers are beginning to warm up to variable annuities.

RETIREMENT PLANNING FEB 26, 2012
Practice management should be continuing-education requirement

RIAS FEB 24, 2012
Why longevity insurance is a good solution

Obama kicks munis to the curb again in new budget
FIXED INCOME FEB 24, 2012
Obama kicks munis to the curb again in new budget

In the proposed 2013 budget released today, Obama reprised his call to cap deductions, including tax-exempt interest, for families earning more than $250,000 a year.