Retirement

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RETIREMENT PLANNING OCT 05, 2011
U.S. consumer bureau seeks input on military financial products

The U.S. Consumer Financial Protection Bureau is seeking public comment on financial products aimed especially at members of the military.

RETIREMENT PLANNING OCT 05, 2011
For a Vietnam vet, reverberations from bygone eras

Even 3,000 miles away, Tim Pinkney, an adviser with the Savant Group in Citrus Heights, Calif., deeply felt the shock waves of 9/11

Despite complaints, Labor Dept. nixes additional fees for 401(k) advisers
RETIREMENT PLANNING OCT 04, 2011
Despite complaints, Labor Dept. nixes additional fees for 401(k) advisers

Agency finalizes controversial rule calling for level-fee arrangements; new scheme also greenlights computer models

RETIREMENT PLANNING OCT 04, 2011
Tips on tapping Social Security

LIFE INSURANCE AND ANNUITIES OCT 04, 2011
Quest for yield fuels interest in risky investment vehicle

Yield-starved investors and their advisers are discovering a complex investment vehicle: annuities awarded in wrongful-death or injury lawsuits that are being sold as factored structured settlements

Disastrous bond rout just up the road, experts warn
RETIREMENT PLANNING OCT 04, 2011
Disastrous bond rout just up the road, experts warn

Even a puny rise in interest rates will slam current holders of U.S. debt; inflationary shock 'a high probability'

RIAS OCT 04, 2011
Variable annuities selling at fever pitch

Investors, attracted by the allure of guarantees, gobbled up variable annuities during the second quarter, placing some insurers on pace to beat estimates and bringing broker-dealers closer to pre-crisis VA sales levels

RIAS OCT 03, 2011
Jackson National Life Insurance is No. 1 in adviser satisfaction

Financial advisers are stuck on Jackson National Life Insurance Co.'s variable annuities

Automatic enrollment reduces savings disparity among ethnicities
RETIREMENT PLANNING OCT 02, 2011
Automatic enrollment reduces savings disparity among ethnicities

When talking to clients about annuities, think about demographics, says Allianz exec
RETIREMENT PLANNING OCT 02, 2011
When talking to clients about annuities, think about demographics, says Allianz exec

Advisers hoping to broach the topic of annuities with clients ought to step back from product features and focus on the greater context of longevity protection.

RETIREMENT PLANNING OCT 02, 2011
Boomers ignorant about Medicare

RETIREMENT PLANNING OCT 02, 2011
Smaller brokers expected to restrict self-directed IRAs

RETIREMENT PLANNING SEP 30, 2011
INsider: This just in — D-B plans rock

In case anybody was wondering, survey reveals pensions are preferred to 401(k)s

Obama takes Buffett's advice, will propose AMT for millionaires
RETIREMENT PLANNING SEP 30, 2011
Obama takes Buffett's advice, will propose AMT for millionaires

President wants to make sure wealthy don't pay lower rate than middle-income earners

Vanguard throws very big hat into small-pension-plan ring
RETIREMENT PLANNING SEP 30, 2011
Vanguard throws very big hat into small-pension-plan ring

Index giant looks to break insurers' domination of bundled-plan space; 'last bastion' for carriers

RETIREMENT PLANNING SEP 30, 2011
BlackRock's indexed target date funds aim at Vanguard, Fidelity

BlackRock Inc. may be touting its new indexed target date series, but it will face some tough competition from established players in the market.

Challenges are ahead for variable annuity sales: Cerulli
LIFE INSURANCE AND ANNUITIES SEP 30, 2011
Challenges are ahead for variable annuity sales: Cerulli

Carriers think VAs are an attractive area for growth, but the product line faces some hurdles that may dampen sales.

ALTERNATIVES SEP 29, 2011
REITs could come into crosshairs of Obama tax hike

The REIT industry is guarding against a potential proposal from the Obama administration that would impose new taxes on partnerships and similar companies with more than $50 million in gross receipts that are currently exempt from corporate income tax.

Raymond James in court over $1.7M arbitration settlement over suitability
LIFE INSURANCE AND ANNUITIES SEP 29, 2011
Raymond James in court over $1.7M arbitration settlement over suitability

Not-so-binding arbitration? Two months after Raymond James Financial Services Inc. was ordered to pay $1.7 million as a result of an arbitration decision over suitability, the broker-dealer and the client are arguing in court.

LIFE INSURANCE AND ANNUITIES SEP 28, 2011
Looking under the stable-value fund hood

Galliard Capital Management Inc.'s stable-value funds, designed to preserve principal in tumultuous times, drew more than four times the usual inflows in August as market volatility increased, said managing partner John Caswell