Retirement Planning

Displaying 7913 results
Despite tough economy, advisers are still giving
RETIREMENT RETIREMENT PLANNING JUN 24, 2010
Despite tough economy, advisers are still giving

As soon as he heard that 13-year-old Margaret Hurt was in danger of losing the horse she had been riding since becoming sick with leukemia two years ago, Preston Byers agreed to donate $6,000 to help her buy Hoochie.

By Lisa Shidler
RETIREMENT RIAS JUN 23, 2010
What do you get for $75M? A 'poster child of overindulgence'

Listed as a "monument to unparalleled success," the largest home for sale in the United States comes with plenty of space but no carpet, tiles or interior walls. It's up to the future buyer to finish it.

By Mark Bruno
RETIREMENT RETIREMENT PLANNING JUN 23, 2010
Wealthy U.S. investors less optimistic than foreign peers: study

High-net-worth investors in the U.S. are more pessimistic about the economic recovery than wealthy individuals in many other nations, according to survey released today by Barclays Wealth.

By Hilary Johnson
RETIREMENT RETIREMENT PLANNING JUN 22, 2010
Three 'must-have' conversations with middle-aged clients

By Mark Bruno
RETIREMENT RETIREMENT PLANNING JUN 21, 2010
The middle years: Long-term care

There's no single solution for dealing with such a diverse age group. But in this clip from Digital Adviser2Adviser, we look at three key points to discuss with clients -- including long-term care.

By John Goff
RETIREMENT RIAS JUN 20, 2010
TIAA-CREF's ex-wealth management boss heading for the exit

Maliz Beams, one of the highest- ranking women at TIAA-CREF, is leaving as part of a management reshuffling at the firm, which oversees $426 billion in retirement assets.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUN 18, 2010
Workers relying on 'guesswork' in managing retirement plans

Many go by 'gut feeling,' survey finds; most admit they're not saving enough for old age

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING JUN 18, 2010
Pension industry to fight for retirement plan tax breaks: IN's Schoeff

PAC funding boosts ASPPA's clout on Capitol Hill; 'bigger voice'

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING JUN 18, 2010
Advisers could gain from small-business legislation

The passage of a bill that would permit in-plan Roth conversions and allow partial annuitization of annuity contracts could prove to be a boon for financial advisers.

By Darla Mercado
IN's Cooper: Those crazy French, er, Americans
RETIREMENT RETIREMENT PLANNING JUN 18, 2010
IN's Cooper: Those crazy French, er, Americans

Mon dieu! When it comes to fiscal restraint, the U.S. is no better than France

By Evan Cooper
RETIREMENT RETIREMENT PLANNING JUN 18, 2010
Insurers press U.S. to allow annuities in pension plans

It should be easier for employers to include annuities in their retirement plans because Americans are at risk of outliving their savings, an insurer told Labor and Treasury department officials today

By Bloomberg
Odds of a double-dip now at 40%, says NYU's Roubini
RETIREMENT RETIREMENT PLANNING JUN 18, 2010
Odds of a double-dip now at 40%, says NYU's Roubini

Dr. Doom sees anemic growth in third quarter; 'stock markets could sharply correct'

By Bloomberg
Incite: Retiree 'Ponzi scheme' is $16 trillion short
RETIREMENT RETIREMENT PLANNING JUN 18, 2010
Incite: Retiree 'Ponzi scheme' is $16 trillion short

Social Security just celebrated its 75th birthday. Economist Laurence Kotlikoff says it's time to retire the cash-strapped pension plan -- or face disastrous results.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUN 18, 2010
Approaching retirement, boomers still tied up in some riskier bets

Baby boomers approaching retirement may be nervous about outliving their savings — but they continue to keep most of their money in riskier investments.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 18, 2010
BofA Merrill Lynch beefs up retirement biz with Fidelity hires

Linton, Ulian jump to Bank of America; 'organizational shift in mindset'

By Bloomberg
Are index-linked CDs a sucker bet?
RETIREMENT RETIREMENT PLANNING JUN 18, 2010
Are index-linked CDs a sucker bet?

Investors seeking the safety of government-insured certificates of deposit and a chance to profit from market rallies may end up earning nothing and owing taxes for their efforts.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUN 18, 2010
Advisers: Plenty of clients won't hit retirement targets

One out of four clients need to save – or make – more money, majority of polled advisers say; focus 'on the gap'

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUN 17, 2010
SEC proposes new disclosures for target date funds

Federal regulators on Wednesday proposed new disclosure rules for target-date retirement funds that would require sponsors to spell out how they are investing the money and to warn about risks.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUN 17, 2010
CapTrust snags star 401(k) adviser from RBC

Firms that focus on the 401(k) market, like CapTrust, have recently reported a pickup in interest from advisers who focus primarily on retirement plans.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 17, 2010
More focus on post-retirement planning needed

Consultant Leonard Reinhart says the advisory business isn't spending enough time on helping clients after they retire

By Jeff Benjamin