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S&P picks: Why the biotech sector looks healthy
Standard & Poor's Equity Research recently upgraded its outlook for the biotechnology industry to positive from neutral.
What’s the world’s richest man buying? BlackRock
Carlos Slim, the world's richest man according to Forbes magazine, has acquired shares of BlackRock Inc., the world's biggest money manager, expanding his U.S. holdings.
Theft of Swiss bank account data could spell big trouble for HSBC customers
Info from 24,000 of its Swiss bank accounts was stolen between 2006 and 2007, HSBC reported today. Tax authorities in foreign countries can expect to be hearing from the data bandits -- if they haven't already, that is.
Your next frontier
Their parents are getting all the attention, but 30-somethings want (and need) financial advice. Now
Looking to add legacy planning services to your practice? These tools can help
Everybody dies. Not everybody plans for it, though. That's where financial advisers come in. Few professionals are as well positioned to offer guidance on this sensitive topic — or to steer clients to specialists such as estate planners or attorneys. Indeed, financial advisers, who meet with clients on a regular basis, sometimes for years, can play a pivotal role in getting them to get their affairs in order long before they face their own mortality.
Investment in young people can pay off
Twenty years ago, investment adviser Greg Merlino woudn't take on clients unless they had at least $250,000 of investible assets.
Shooter in ABB attack was suing company, Fidelity over 401(k) plan fees
The trial over a 401(k) fee lawsuit against ABB Inc. is continuing on despite a workplace shooting at one of the company's factories on Thursday, in which the shooter was a plaintiff in the suit.
Industry groups retrench on defining financial planners
Bowing to the political clout of the insurance and securities industries, the Financial Planning Coalition has given up its effort to get Congress to establish a definition of financial planning that would have brought thousands of insurance and securities brokers and money managers under the sway of an oversight board that the FPC seeks to create.
Financial Planning Coalition accepts reality on regulatory reform
In the face of opposition from influential insurance and securities industry groups, the Financial Planning Coalition has moderated its ambition to get Congress to establish a broad regulatory scheme for financial planners.
Retirees facing minimum $200K medical bill
And there's a 5% chance the tab could top $570K, according to a sobering study published this week by Boston College.
Lifestage: How would you advise these thirty-somethings?
The Jones family is in need of financial advice in a major way.
Thirtysomethings ask: ‘What do we do now?’
Over the past year, at least six young couples have come to investment adviser Susan Spraker in desperate need of financial help.
Lifestages case study: Keeping up with the Joneses
The Jones family is in need of financial advice in a major way. InvestmentNews wants to know how you would advise this made-up 30-somethings couple, the first case study of a four-part series on lifestage investing.
Retirement plan groups lobby Congress to allow Roth 401(k) conversions
Worried about losing some of the $3 trillion in assets they oversee, defined-contribution-plan administrators have forged a coalition…
Medicare tax may apply to investment income
President Barack Obama's health plan proposal would extend Medicare taxes to the investment income of higher-earning households.
Inside Warren Buffett’s personal portfolio: The skinny on the Omaha Oracle’s dividend strategies
Warren Buffett earns millions of dollars of dividend income every quarter even though Berkshire Hathaway Inc., his insurance and investment company, has never made a payout.
Financial advisers bullish on 529 plans
Nearly 90% of financial advisers who took part in a recent survey said that they recommend Section 529 college savings plans to their clients.
Check those beneficiary forms
The beneficiary form is the single most important estate-planning document of individual retirement accounts and Roth IRAs, determining the ultimate value of the accounts, who ends up with the money and for how long.
Brokers push to put annuities into planning framework
In an attempt to pull further away from the transactional nature of annuity sales, brokerage executives are using tools to help their financial advisers fit product sales into a planning context.
The 150%-return investment vehicle? Your 401(k)
If you had money in the stock market over the past decade, you probably agree that it was one bumpy experience. It might lead you to think your retirement account didn't fare too well. A new study by Fidelity Investments shows consistent contributions and staying in the market paid off for many, but the gain was due more to a commitment to saving than stellar market performance.
