Natalie Choate, a retirement planning expert with Nutter McClennen & Fish LLP, talks with Morningstar's Christine Benz at the InvestmentNews Retirement Income Summit about four factors that favor conversion, and includes some pitfalls to avoid when doing and IRA conversion.
Elder Care issues can create one of the most stressful situations of your clients' lives.
Although some financial advisers are always thinking of ways to go above and beyond to provide extra services to clients, Paul Baumbach sticks to managing his clients' investments.
The months and weeks leading up to the end of the year could see more than the usual turmoil in the stock market as investors, guided by their financial planners and investment advisers, adjust their portfolios ahead of
Target date funds are marketed as age-appropriate diversified portfolios and promoted as sophisticated, easy-to-use funds.
Proposed regulations that would limit the way that financial advisers are compensated for working with retirement plans are forcing broker-dealers to reconsider how their -representatives sell and advise retirement plans.
Discussing long-term health care insurance is difficult but necessary
Andrew Lo, a professor of finance at Massachusetts Institute of Technology, says it's normal for clients who suffered huge losses to continue to have difficulties making logical decisions
Annuity advoacy organization also wants the government to make it easier for plan sponsors to offer the investments to employees
The value of Warren Buffett's options to buy Goldman Sachs Group Inc. shares dropped by $950 million after regulators sued the bank for misleading clients on the sale of securities tied to the subprime mortgage market.
Uncle Sam — specifically the Internal Revenue Service — wants your clients' money.
Fixed-annuity sales are about to receive a new layer of supervision from state regulators.
Previously, the suitability rule imposed an obligation on insurers only with respect to variable annuities. Now it includes variable annuities as well.
<i>InvestmentNews</i> last month invited a group of people to our office in New York for a frank discussion about retirement.
While investors and advisers have crowed about the density of variable annuity prospectuses, officials at the Securities and Exchange Commission say that the products are generally too complex to describe in abbreviated set of disclosures.
John Hailer, president and chief executive of the North American operations of Natixis Global Asset Management, fired off a letter to the head of the Employee Benefit Security Administration.
Spectrem Group also found that retirement accounts such as defined-contribution and defined-benefit plans rose 18% to $9.3 trillion in 2009, up from $7.9 trillion in 2008
Ameriprise Financial Inc. Chairman and CEO James M. Cracchiolo saw his total compensation grow 52 percent in 2009 to $18.2 million, largely because he earned a cash incentive after receiving no such award the previous year.
The following is a weekly investment commentary by Bob Doll, vice chairman and chief equity strategist for fundamental equities at BlackRock Inc.
