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Darla Mercado

Darla Mercado writes about retirement issues and products, including taxes, annuities and 401(k) plans. She welcomes feedback and tips from readers on interesting topics. Outside of the newsroom, Darla spends her time inline skating, biking, running and swimming. She Tweets at: @Darla_Mercado

Displaying 965 results

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Advisers affronted by "Frontline" piece

Reaction to documentary split along party lines -- rep or fiduciary.

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SEC halts trading in embattled LTCI seller

Penn Treaty's last financial statement filed in 2008; policyholders in limbo

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Acquisition puts Envestnet at top of TAMP list

Envestnet Inc. has acquired Prudential Financial Inc.’s Wealth Management Solutions unit in a $30 million-plus deal aimed at…

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ING on a voyage to change its name, not its color

Insurer close to being spun off in an initial public offering; business to remain the same.

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Envestnet nabs Prudential Financial’s wealth unit for $30 million

Deal makes Chicago firm tops among turnkey asset management shops.

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Mutual fund costs for 401(k) plans still dropping

Don't look now, but gains in the stock market have kept pressure on the cost of mutual funds in 401(k)s. The popularity of index and no-load funds has helped, too.

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Don’t ignore family when courting high-net-worth clients

Plenty of growth potential exists in working with the children of high-net-worth clients, allows adviser to see entire asset picture.

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Facing sky-high LTC costs, clients nurse Medicaid hopes

But misunderstandings about the national program abound; poor planning can leave retirees in a bad place

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NY Life cuts initial deposit for annuity to attract youth

But critics question whether younger workers should even be buying annuities