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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.
IN’s Cooper: Those crazy French, er, Americans
Mon dieu! When it comes to fiscal restraint, the U.S. is no better than France
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
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'
<b>Incite</b>: 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.
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.
BofA Merrill Lynch beefs up retirement biz with Fidelity hires
Linton, Ulian jump to Bank of America; 'organizational shift in mindset'
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.
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'
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.
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.
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
S&P: Getting healthy, wealthy and wise
Standard & Poor's Equity Research's fundamental outlook for the health care services industry for the next 12 months is positive.
GenSpring adds family investment officer
GenSpring Family Offices LLC said today that it has hired Puneet S. Sahi as a family investment officer for its Costa Mesa, Calif., office.
Boston Private: We’ve paid back our TARP money
Boston Private Financial Holdings Inc. announced today that it has repaid the remaining $104 million in TARP money it owes the U.S. Treasury.
If ‘the number’ doesn’t really matter, what does?
Consuelo Mack's all-star panel re-thinks retirement income, and what should really matter most in your clients' portfolios.
Labor Dept.’s 401(k) proposal could rock pension advice business
The Labor Department today released proposed regulations that prohibit financial advisers giving advice to 401(k) plans, or their employer or the employer's affiliates, from receiving extra compensation because the plan sponsors bought a product recommended by the adviser.
For retirees, behavioral science is coming up short
When it comes to the decumulation phase of retirement behavioral finance hasn't yet been well-deployed to help retirees understand that they may very well outlive their retirement savings
Inflation vs. the Bear: Which is worse for retired investors?
At first blush, it seems as though a bear market would be the biggest threat to your clients' retirement income security.
Swell in 401(k) specialists’ seeking out ‘progressive’ broker-dealers
Advisers who specialize in the 401(k) market have been switching broker-dealers in search of firms they feel are better equipped to handle their growing business — and new government pension regulations.
