BofA, JPMorgan and Wells looking to horn in on retirement plan biz; could be good news for employees
The B-D's finance chief says the brokerage, part of Ameriprise, could be on the brink -- if a judge fails to approve a class-action settlement over failed private placements
Soaring premiums on long-term-care insurance have seniors and advisers up in arms. Some believe new hybrid products may provide better protection and more flexibility.
A Colorado college savings plan gets top mark for 2010; rated No.1 for the past five quarters
Dr. Doom sees global economic growth stalling; corporate results will disappoint, he predicts
Barton Biggs, Laszlo Birinyi and a host of other investment gurus see no end to the current bull market The reason? Take a look at corporate balance sheets.
Dahlman Rose's Rauscher predicts benchmark index will finish year close to 1,500 mark; weak dollar, corporate profits cited
Unintended consequence of applying fiduciary standard could whack self-directed retirement accounts; DOL went 'a little bit too far'
Focus on optimal portfolios – rather than optimal investment strategies – a big mistake, says Muralidhar; death to CAPM
Few investors grasp the damage inflation can do to long-term debt. But a new online tool from BondView might help bring clients' expectations in line with reality.
Selling into a depressed market is not the brightest move ever, but that's what many clients are doing by cashing out their muni bond funds. The better play? Stay patient -- and buy individual bonds
Survey shows few pre-pensioners have set aside money for LTC or even raise the topic with advisers or loved ones
The CEO of besieged B-D CapWest today confirmed that the firm has filed withdrawal papers with Finra. The Colorado-based brokerage is the latest in a series of B-Ds that have gone bust after selling questionable private placements.
Truth-in-labeling law comes to medical insurance biz; 'plain English'
A new federal law aimed at curbing cozy relationships between advisers and government officials is spooking advisory firms. In fact, some firms are telling all their reps – and not just those who work with state and municipal officials – to shun political activity.
Growing frustration over prospective hires' professionalism, honesty — and comp demands; 'deficient passion for the industry'
Combination life and long-term care polices are gaining serious traction in the marketplace. One for-instance: Sales for Lincoln National's MoneyGuard are up 62 percent over the past year.
