Retirement

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How to put clients' retirement dreams back together again
RETIREMENT PLANNING FEB 09, 2012
How to put clients' retirement dreams back together again

Three advisers offer advice about rebuilding shattered nest eggs -- and hopes

Buffett on Romney's taxes: Blame Congress, not candidate
REGULATION AND LEGISLATION FEB 09, 2012
Buffett on Romney's taxes: Blame Congress, not candidate

Carried-interest break Washington's fault, Oracle says; 'the wrong policy to have'

Santorum's tax plan would add $1.3T to deficit, study finds
RIAS FEB 09, 2012
Santorum's tax plan would add $1.3T to deficit, study finds

Plenty of cuts 'but doesn't get rid of anything to help pay for that,' says Tax Policy Center

REGULATION AND LEGISLATION FEB 09, 2012
Advisers see Romney as centrist most likely to unseat Obama

Mitt Romney may have trouble convincing some Republicans of his conservative bona fides, but his emergence as the GOP presidential front-runner is just fine with investment advisers, many of whom think that he has the best chance of beating President Barack Obama.

REGULATION AND LEGISLATION FEB 09, 2012
Romney tax plan more deficit booster than deficit buster: Study

A new study by the non-partisan Tax Policy Center shows that Mitt Romney's tax plan would add $600 billion to the government shortfall.

Insurer-owned indie B-Ds going the way of VHS?
LIFE INSURANCE AND ANNUITIES FEB 09, 2012
Insurer-owned indie B-Ds going the way of VHS?

Once the dominant player in the industry, carriers seeing reps exit; consolidation puts squeeze on

Life settlement notes turn out to be killer for Tex reps
LIFE INSURANCE AND ANNUITIES FEB 07, 2012
Life settlement notes turn out to be killer for Tex reps

Pair of brokers in Lone Star state suspended for selling bogus promissory notes from now-defunct National Life Settlements; 'We were fooled'

RETIREMENT PLANNING FEB 07, 2012
Romney's IRA holdings pique interest

Investment pros see Romney's tax break as welfare for the Mitt
REGULATION AND LEGISLATION FEB 07, 2012
Investment pros see Romney's tax break as welfare for the Mitt

Survey finds little support for carried interest income treatment; 'scream bloody murder'

Plan advisers want cost info first when talking to wholesalers
RIAS FEB 07, 2012
Plan advisers want cost info first when talking to wholesalers

Retirement plan advisers are most interested about fees and expenses when talking to fund wholesalers.

RETIREMENT PLANNING FEB 07, 2012
Eyes on college, not the cash

Bridgewater, AQR take aim at DC assets
RETIREMENT PLANNING FEB 07, 2012
Bridgewater, AQR take aim at DC assets

Alternative investment managers Bridgewater Associates and AQR Capital Management are turning their attention to the defined contribution plan market with tweaks to their strategies.

TAX FEB 05, 2012
Taxability of frequent-flyer miles up in the air

ALTERNATIVES FEB 05, 2012

ALTERNATIVES FEB 05, 2012

ALTERNATIVES FEB 05, 2012
New Jersey's property taxes have jumped 66% since 2001

RETIREMENT PLANNING FEB 05, 2012
Matson: Advisers often play along with bad strategy to keep clients happy

Saving for retirement: Getting help from the boss
RETIREMENT PLANNING FEB 03, 2012
Saving for retirement: Getting help from the boss

If there is a silver lining to the financial crisis, it may be that Americans are finally waking up to the notion that they need to save more for retirement.

LIFE INSURANCE AND ANNUITIES FEB 03, 2012
NAIFA's Robert Miller pushes for compromise on fiduciary issue

Robert Miller isn't a typical member of the National Association of Insurance and Financial Advisors

Top corporations spent more on CEO comp, lobbying than taxes
REGULATION AND LEGISLATION FEB 03, 2012
Top corporations spent more on CEO comp, lobbying than taxes

Offshore tax havens reduced bill substantially; Levin, others target loopholes