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Wealthy may see double-digit hike in taxes
A raft of likely new taxes and rising taxes will hit the well-off hard in the wallet, say planning experts. How hard? Some can expect double-digit hikes. Yikes.
For RIAs, time is ripe to pick off 401(k) assets
Planned regulations will hike the standard of care for those who advise DC plans. That should give RIAs a good chance of picking off assets from brokers and wirehouse advisers.
Wealthy get healthy as ranks of urban rich swell
Number of high net worth individuals swells, as markets recover; good two years for Houston
SEC official: Fiduciary rule to be delayed
The Securities and Exchange Commission staff member who coordinated its study of a universal fiduciary duty for retail investment advice said last Monday that a follow-up regulation won't come until later in the year
Positive planning attitude not translating into an actual blueprint
Almost half of over 1,000 adults who said they have a financial plan said theirs hasn't moved beyond the idea stage, 42% have committed their plan to paper and just 11% have basic notes or ideas, such as thoughts scribbled on the back of a cocktail napkin, a recent survey has found.
Under-55 crowd will get slammed by Social Security reform, predicts tax expert
Ultimately, the government's attempt to balance the budget will slam the under-55 set, says one tax expert. Uncle Sam's plan, says Andrew Friedman, will include an end to FICA caps -- and the debut of means testing when the group becomes eligible for Social Security.
Foreign direct U.S. investment rebounding
Foreign direct investment in the U.S. increased by 49% in 2010, rebounding from 2009 levels during the height of the credit crunch.
Americans bemoan lack of financial willpower – but still planning swell vacations
Blame 'pace of society' for inability to reach retirement goals; meanwhile, holiday spending on the rise
Want to retain retiree clients? Put their retirement income plan on paper
Investors prefer to get their retirement income plans in writing, but advisers tend to back away from giving clients a detailed blueprint, a Fidelity Investments survey has found.
Treasury set to offer guidance on income products
Aiming to curb the number of individuals who are likely to outlive their retirement savings, the Treasury Department soon will offer guidance on lifetime income options that 401(k) plan participants should have available when they retire
RBC Wealth Management boss: We’re not interested in big acquisitions
Despite talk of possible purchase of Morgan Keegan, Taft says bank not eyeing 'transformational deals'
Wells Fargo rolls out private-banking blitz in NYC
Bank aims to attract clients by requiring lower minimums on investable assets than rivals
The CFP Board is right on ethics
Reactions to the Certified Financial Planner Board of Standards Inc.'s new requirements for ethics continuing-education programs have been mixed
Have you seen those commercials about CFPs?
Naysayers aside, the CFP's TV ad campaign, part of a new national public-awareness effort, is just the message the retirement-nervous need to see right now.
‘Waterfall’ of muni downgrades will trigger rapid sell-off: Whitney
Meredith Whitney's at it again. The controversial analyst is now predicting a 'waterfall' of muni downgrades which will trigger a massive sell-off by insurers. If she's right, investors may be able to pick up some bargains in the process.
Mr. Roboto? Dimensional unveils 401(k) account that works on autopilot
DC plan makes decisions for plan participants, nags them when they're not saving enough; Nobel laureate Merton one of the designers
EBRI: Cap on tax-preferred 401(k)s would clip large and small earners
Some employees in top bracket could face 15% reduction in account balances; lower-paid likely down 10%
Neuberger Berman bulks up with three defined-contribution wholesalers
Neuberger Berman minds client relationships with newly hired trio of defined-contribution wholesalers; asset gathering to come.
Are Americans too dumb to retire?
If so, auto-enrollment plans make a lot of sense
Brokers get their Irish up over change to IRA rules
Some claim they'll abandon the business if they're required to act as fiduciaries to retirement accounts, 401(k)s
