Retirement

Displaying 11579 results
College Board's fees testing parents' patience
RETIREMENT PLANNING JUL 11, 2011
College Board's fees testing parents' patience

Critics claim the College Board's charges for entrance and placement exams are getting out of hand. Says one former dean at the University of Chicago: 'The College Board is more interested in marketing and selling things than it is in its primary responsibility, promoting equity and educational opportunity.'

529 plans gaining traction, assets
RETIREMENT PLANNING JUL 11, 2011
529 plans gaining traction, assets

A growing number of people who save for their children's college costs with Section 529 plans are steadily outpacing those parents who do not use these tax advantaged savings plans, according to a new survey by the College Savings Foundation.

LIFE INSURANCE AND ANNUITIES JUL 11, 2011
ING cementing broker-dealer relationships amid push for new fixed indexed annuity feature

ING is making another go at the independent broker-dealer market, this time with a new fixed indexed annuity feature scheduled for an August release.

RETIREMENT PLANNING JUL 11, 2011
A league of their own

Tuition for private colleges may be off the chart, but state schools are getting more expensive, too. Here's the ten priciest public colleges.

Illinois securities cops revoke licenses of reps for annuity sales
LIFE INSURANCE AND ANNUITIES JUL 11, 2011
Illinois securities cops revoke licenses of reps for annuity sales

State regulator says husband-and-wife team recommended that elderly clients partially surrender VAs for indexed annuities; $426K in commissions in less than four months

LIFE INSURANCE AND ANNUITIES JUL 11, 2011
Surprise! Fee-based VAs gaining traction — at least among B-Ds

Commonwealth and five broker-dealers sign on to sell Allianz's variable annuity; apes LPL Financial's earlier move

LIFE INSURANCE AND ANNUITIES JUL 08, 2011
California insurance czar probes 10 insurers over lapsed policies

A slate of major life insurers — the 10 largest doing business in California — are under investigation for the way they handle dormant life insurance policies

RIAS JUL 08, 2011
Return to big brokerage platforms revives SunAmerica

SunAmerica Annuity and Life Assurance Co. is back in the fight in variable annuity sales after being dropped from or ignored on platforms for the past few years

RETIREMENT PLANNING JUL 06, 2011
A league of their own: Priciest private colleges

The latest data on the most expensive private colleges in the U.S. offers up a a reminder of how dear higher education has become.

Skinning the cat: Lousy CD rates trigger big shift to shorter mortgages
RETIREMENT PLANNING JUL 05, 2011
Skinning the cat: Lousy CD rates trigger big shift to shorter mortgages

Rather than get stuck with paltry returns on money-market funds, some investors are putting their cash to better use: they're shifting into 15-year mortgages, saving big bucks in the process.

RETIREMENT PLANNING JUL 01, 2011
Health savings account balances rise in June

Balances in HSAs — tax-advantaged medical savings accounts — grew to some $11.7 billion in total assets, reflecting a 31% increase over last year.

Some states rubber-stamping insurance rate hike requests, U.S. says
RETIREMENT PLANNING JUL 01, 2011
Some states rubber-stamping insurance rate hike requests, U.S. says

The U.S. will review health insurer requests to raise premiums for individuals and small businesses at least 10% in 10 states, ruling that local regulators aren't adequately policing rates.

VA customers don't read prospectuses — and at 200 pages, who can blame them?
LIFE INSURANCE AND ANNUITIES JUL 01, 2011
VA customers don't read prospectuses — and at 200 pages, who can blame them?

A new report finds that VA customers don't read prospectuses — and with the some of the documents running upwards of 200 pages, it's easy to understand why.

Finra to revamp market examination process for broker-dealers
LIFE INSURANCE AND ANNUITIES JUL 01, 2011
Finra to revamp market examination process for broker-dealers

Finra will take a data-centric approach to performing market exams, pulling reams of information from broker-dealers, insurance companies and clearing firms.

RETIREMENT PLANNING JUL 01, 2011
AARP refutes reports that it has kowtowed to Social Security cuts

The AARP has refuted an article in today's Wall Street Journal saying the organization had a change of heart after internal debates and had decided that it would accept benefit cuts to the massive entitlement program.

Jackson National seen 'tapping' — not slamming — brakes in latest VA deceleration
LIFE INSURANCE AND ANNUITIES JUL 01, 2011
Jackson National seen 'tapping' — not slamming — brakes in latest VA deceleration

Closing of funds to investors suggests carrier's plan to slow variable annuity sales will be less aggressive than first thought; 'quite modest'

Obama's grounding of corporate-jet tax break would save only $3B
REGULATION AND LEGISLATION JUN 30, 2011
Obama's grounding of corporate-jet tax break would save only $3B

Depreciation schedule on the President's radar; aviation industry feeling 'singled out'

B-Ds ought to review standards of conduct, supervisory procedures for VA sales: Finra lawyer
LIFE INSURANCE AND ANNUITIES JUN 30, 2011
B-Ds ought to review standards of conduct, supervisory procedures for VA sales: Finra lawyer

Finra's variable annuity suitability rule should be old news to broker-dealers, but firms that want to steer clear of an arbitration land mine ought to review their procedures.

RIAS JUN 30, 2011
Jackson pares funds to curb VA liability

Elder financial fraud claiming nearly $3B
RIAS JUN 29, 2011
Elder financial fraud claiming nearly $3B

Ah, retirement. Golf. Cruises. Leisurely walks. And getting financially abused by family members, strangers and businesses.