A new report offers a look into the popularity behind indexed and structured product annuities
The independent broker-dealer industry fattened up last year on the sale of nontraded real estate investment trusts. The question hanging over IBDs now is whether advisers are prudently reallocating the money of clients who are invested in nontraded REITs, particularly as the trusts continue to perform well and return capital to investors through listings or mergers.
See if you can answer the most common questions clients pose on their benefits.
At <i>IN</i>'s Retirement Income Summit, advice on helping ensure more female clients stick with their adviser. To start, bring them into the conversation while they are still part of a couple.
Seven-week block applies only to products with guaranteed living benefits, not fixed and indexed annuities.
On today's <i>Breakfast with Benjamin</i> menu: The next four days are going to be big for the markets. Plus: One way to hedge against a correction; bad news keeps coming for Bill Gross; don't wait to collect Social Security; Nick Schorsch's shareholders speak; and digital luggage tags.
For a married couple, the right Social Security claiming decision can increase lifetime benefits by $100,000 or more.
A growing body of research shows that positive thinking plays a bigger role in our behavior and success than you might think. But negative thoughts and emotions have their place, too, and can aid in solving certain kinds of problems.
Unless your child qualifies for financial aid, admission to a top school means you'll be paying full freight -- merit-based financial aid is gone.
A new <InvestmentNews</i> survey finds that while advisers are still cautious, confidence in their clients' retirement is strong
Today's menu: Risk is on! Plus: Nasdaq 100 nears 13-year high, Yellen sees housing trouble but can only watch, treating homeownership like a real investment, where money managers are made, and Congress proves to be the sweetest gig of all.
Companies eager to “de-risk” their long-term pension obligations are expected to increasingly offer voluntary one-time lump sum payments to former employees as an alternative to a pension's stream of lifetime income.
Although Roth IRAs have been available since 1997, changes in recent years to the U.S. tax code have made these retirement savings accounts more popular than ever. Here, with apologies to the Bard, are some pointers for advisers.
Five-year rally restores $14 trillion to U.S. equity values, helping push participation rate of working Americans to 40-year lows.
If second marriage ends, the first one may still count
Millions of people have no idea about the true value of the benefits they have earned throughout their careers. One reader finds that claiming after age 66 can result in retroactive benefits; another beneficiary was leaving $1,000 a month on the table.
The inability to manage money is one of the earliest indications that a client may have Alzheimer's disease
A cost-benefit analysis of a new regulation came up short when it only counted dollars. Then, regulators asked how much more a young child's life is worth.
New retirees can use monthly rather than annual earnings limit.
