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Canadian snowbirds present opportunities — and pitfalls — for advisers
More affluent Canadians are flocking south for the warm winter sun and cheap real estate deals
Carlos Slim, now worth $54B, becomes the world’s wealthiest
Mexican telecom tycoon Carlos Slim is the first man from a developing nation to become the world's richest person — a shift that underlines the loosening of America and Europe's stranglehold on the top spots in the billionaires' club.
New credential focuses on families with special needs children
The Massachusetts Mutual Life Insurance Co. and the American College have created the chartered special needs consultant designation…
A year-end checklist for IRAs
In the rush of year-end activity, it's important not to forget your IRA-related to-do list. The following are some of the most overlooked year-end items.
Target date funds back on target: Morningstar
Retirement funds have recouped losses from 2008 market crash; 2010 funds up 5% from 2007
Investors: We’re done with stocks
Survey reveals deep mistrust of equity markets; a third of respondents fully in cash
LPL star aims to build national wealth manager
Ron Carson, LPL Financial Corp.'s most prominent financial adviser, seeks to create a national wealth management franchise, joining the fray with other noted investment advisers desiring a national footprint.
Labor Dept. eyes reports of advisers exploiting retirees
The Labor Department is reviewing concerns raised about advisers hired by companies to advise workers about retirement decisions…
MetLife’s exit from LTC a positive for carrier: Moody’s
MetLife Inc.'s decision to stop writing new long-term-care insurance should be viewed as a positive event, according to Moody's Investor Services.
Survey reveals top retirement concern of Americans
Affording health care during retirement remains the No. 1 concern of working Americans, according to a new survey from Edward Jones.
New regs forcing ‘401(k) dabblers’ out of market: Expert
Tougher regulation in the 401(k) marketplace is driving “dabblers” out of the plan advisory business, according to an industry executive.
Growth area for advisers: ‘Accidental entrepreneurs’
Deep job losses from the Great Recession, combined with dried-up job markets, have created a class of “accidental entrepreneurs” — people who start businesses because they have few other options.
401(k) reps, record keepers should team up
Instead of fighting with advisers over the estimated $1.5 trillion in 401(k) rollover assets, record keepers may want to work with them.
CFPs face fee hike — and are loving it
Generally speaking, financial advisers aren't exactly overjoyed when one of their industry associations raises its dues
Moody’s downgrades John Hancock Life on LTC worries
Moody's Investors Service late yesterday downgraded John Hancock Life Insurance Co. (USA)'s insurance financial strength ratings, citing problems in the carrier's long-term-care insurance business.
Wealthiest people buy least-structured products
The wealthiest investors in the U.S. put less of their holdings into structured products than the less affluent, according to a study commissioned by the Securities Industry and Financial Markets Association.
Insurance pros pitch annuities as antidote to market downturns
After seeing their retirement savings devastated by the financial crisis, Americans may be more open to annuities as a way to ensure an income stream and protect against market downturns, according to an insurance industry leader.
New regs forcing ‘401(k) dabblers’ out of market: Expert
Tougher regulation in the 401(k) marketplace is driving “401(k) dabblers” out of the plan advisory business, according to an industry executive.
Retirement agenda set to take a backseat in gridlocked Congress
The split in control of Congress means that legislative gridlock will shift the lead on pension issues to executive-branch agencies over next two years, pension industry lobbyists said.
DOL issues rule aimed at boosting 401(k) fee disclosure
Workers will be able to quickly and easily compare retirement plan investment options, including the fees charged in each, under a regulation promulgated today by the Labor Department.
