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Natalie Choate’s tips — and traps — for IRA conversions
Natalie Choate, a retirement planning expert with Nutter McClennen & Fish LLP, talks with Morningstar's Christine Benz at the InvestmentNews Retirement Income Summit about four factors that favor conversion, and includes some pitfalls to avoid when doing and IRA conversion.
Advisers: How to talk to clients about elder care
Elder Care issues can create one of the most stressful situations of your clients' lives.
Go beyond the call of duty – just not for everyone
Although some financial advisers are always thinking of ways to go above and beyond to provide extra services to clients, Paul Baumbach sticks to managing his clients' investments.
Target date funds aren’t a panacea
Target date funds are marketed as age-appropriate diversified portfolios and promoted as sophisticated, easy-to-use funds.
Rep or fiduciary? Labor department says, ‘Choose’
Proposed regulations that would limit the way that financial advisers are compensated for working with retirement plans are forcing broker-dealers to reconsider how their -representatives sell and advise retirement plans.
Clients need a little LTC advice
Discussing long-term health care insurance is difficult but necessary
Markets are up, but many still grieving: Academic
Andrew Lo, a professor of finance at Massachusetts Institute of Technology, says it's normal for clients who suffered huge losses to continue to have difficulties making logical decisions
<b>Buffett takes a bath:</b> How much did the Berkshire billionaire lose <i>today</i> on Goldman?
The value of Warren Buffett's options to buy Goldman Sachs Group Inc. shares dropped by $950 million after regulators sued the bank for misleading clients on the sale of securities tied to the subprime mortgage market.
Charting their future
InvestmentNews last month invited a group of people to our office in New York for a frank discussion about retirement.
Natixis exec: Don’t include lifetime income options in 401(k)s
John Hailer, president and chief executive of the North American operations of Natixis Global Asset Management, fired off a letter to the head of the Employee Benefit Security Administration.
Survey says most retirement plan participants want advice
Spectrem Group also found that retirement accounts such as defined-contribution and defined-benefit plans rose 18% to $9.3 trillion in 2009, up from $7.9 trillion in 2008
Ameriprise CEO got 52% jump in pay in 2009
Ameriprise Financial Inc. Chairman and CEO James M. Cracchiolo saw his total compensation grow 52 percent in 2009 to $18.2 million, largely because he earned a cash incentive after receiving no such award the previous year.
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.
Roth conversions can ease new tax
The revenue-raising provision of the new health care law most likely to affect your clients is a 3.8% levy on investment income.
<b>IN special</b>: 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
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
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.
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
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.
