Retirement Planning

Displaying 7913 results
BlackRock's Bob Doll: Stocks may have gotten ahead of themselves
RETIREMENT RETIREMENT PLANNING APR 26, 2010
BlackRock's Bob Doll: Stocks may have gotten ahead of themselves

The following is a weekly investment commentary by Bob Doll, vice chairman and chief equity strategist for fundamental equities at BlackRock Inc.

By Bob Doll
RETIREMENT RETIREMENT PLANNING APR 23, 2010
IN special: 10 best bank and brokerage commercials

A pleasure cruise down memory lane, with some of the best spots ever seen on TV. Join the fun -- and tell us your favorite

By Mark Bruno
Wine investors' spirits pick up as index hits new high
RETIREMENT RETIREMENT PLANNING APR 23, 2010
Wine investors' spirits pick up as index hits new high

Chardonnay-sayers proved wrong, as fine wine index hits new high after tanking in 2008

By Bloomberg
Should clients use immediate annuities in retirement?
RETIREMENT RETIREMENT PLANNING APR 22, 2010
Should clients use immediate annuities in retirement?

Take a look at a simple example and see under what circumstances an immediate annuity might be appealing.

By Charlie Farrell
RETIREMENT RETIREMENT PLANNING APR 22, 2010
Peter Schiff: 'Good reason to believe' home prices will collapse

Broker -- and candidate for the U.S. Senate -- says the latest government plan will further distort the underlying economics of the real estate market

By John Goff
RETIREMENT RIAS APR 21, 2010
Morgan Stanley wealth manager moves to HighTower

HighTower Advisors LLC has hired another adviser from Morgan Stanley Smith Barney LLC's ranks — despite facing a continuing “lift-out” lawsuit that Morgan Stanley brought against it last month.

By John Goff
RETIREMENT RIAS APR 21, 2010
HighTower snatches longtime Morgan Stanley team

HighTower Advisors LLC announced today that it has snapped up another team of advisers, this time from Morgan Stanley Smith Barney LLC.

By Hilary Johnson
RETIREMENT RIAS APR 20, 2010
Neuberger Berman taps J.P. Morgan Clearing as new custodian

Move expected to occur during the second quarter, and will affect approximately 50,000 client accounts.

By Hilary Johnson
RETIREMENT RETIREMENT PLANNING APR 19, 2010
Fidelity to level fees for DC plan advisers

Under pressure from financial advisers who want to act as fiduciaries in 401(k) plans, Fidelity Investments plans to institute level 12(b)-1 mutual fund fees paid to advisers who sell the firm's plans.

By Jessica Toonkel Marquez
RETIREMENT RETIREMENT PLANNING APR 19, 2010
Ranks of U.S. millionaires swelled in '09

Post-recession, the numbers of millionaires climbed to nearly 8 million. That still trails the all-time high of 9.2 million reached in 2007

By Hilary Johnson
RETIREMENT RETIREMENT PLANNING APR 18, 2010
Roth 401(k) conversions likely to be approved

Legislation allowing defined-contribution-plan participants to convert plan assets to an in-plan Roth account may be passed into law as soon as the end of next month.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING APR 18, 2010
The affluent more upbeat about their finances – but their heirs may not be

Only about a quarter of respondents said they “strongly agree” or “agree” that the recession is over, and another quarter said the U.S. will remain in a prolonged economic downturn for the next two years

By Hilary Johnson
RETIREMENT RETIREMENT PLANNING APR 18, 2010
Roth IRA conversions booming

Fidelity Investments and Bank of America reported this week that conversions were way up over last year, while advisers at smaller outfits are also seeing an uptick in interest in Roth accounts

By Darla Mercado
RETIREMENT RETIREMENT PLANNING APR 18, 2010
More RIAs planning pay hikes for 2010

Although they have spent much of the year cutting costs, many advisory firms are planning to give raises to their employees next year.

By Lisa Shidler
RETIREMENT RETIREMENT PLANNING APR 16, 2010
The debate goes on: To Roth or not to Roth?

The following is an edited transcript of an InvestmentNews.com webcast held in New York on March 9.

By MFXFeeder
RETIREMENT RETIREMENT PLANNING APR 15, 2010
Last-minute question on estate taxes or Roths? Ask our Tax Man

Randy Abeles from RSM McGladrey takes all of advisers' tax questions this week.

By Mark Bruno
RETIREMENT RETIREMENT PLANNING APR 14, 2010
Mixing friends, family with business is a danger

Clyde Wyatt managed his father's money for about 18 months before he was abruptly dumped for another adviser: His own son Chris.

By Lisa Shidler
RETIREMENT RETIREMENT PLANNING APR 13, 2010
Some 401(k) plans are ahead of the curve on transparency of fees

As the defined-contribution industry braces for new fee disclosure regulations, some corporate 401(k) plans — including Nestlé USA Inc. and United Parcel Service Inc. — are light-years ahead of the pack in providing participants with fee information.

By Robert Steyer
RETIREMENT RETIREMENT PLANNING APR 13, 2010
Report: HSAs won't cover retirees' medical costs

Low interest rates and low contribution limits mean retirees can only count on health savings accounts to cover a portion of their health care costs

By Bloomberg
RETIREMENT RETIREMENT PLANNING APR 13, 2010
B-Ds reluctant to OK exchanges into LTC

Financial advisers had hoped to begin this year with new momentum — the ability to swap clients out of existing annuities or insurance in exchange for long-term-care coverage — but broker-dealers have hit the brakes, citing problems with large amounts of paperwork to process the business, among other troubles.

By Darla Mercado