Retirement

Displaying 11703 results
RETIREMENT PLANNING JUN 21, 2010
The middle years: Long-term care

There's no single solution for dealing with such a diverse age group. But in this clip from Digital Adviser2Adviser, we look at three key points to discuss with clients -- including long-term care.

By John Goff
RIAS JUN 20, 2010
TIAA-CREF's ex-wealth management boss heading for the exit

Maliz Beams, one of the highest- ranking women at TIAA-CREF, is leaving as part of a management reshuffling at the firm, which oversees $426 billion in retirement assets.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 20, 2010
Allianz CEO wants bigger piece of indexed-life market

By Darla Mercado
RETIREMENT PLANNING JUN 18, 2010
Workers relying on 'guesswork' in managing retirement plans

Many go by 'gut feeling,' survey finds; most admit they're not saving enough for old age

By Jeff Benjamin
RETIREMENT PLANNING JUN 18, 2010
Pension industry to fight for retirement plan tax breaks: IN's Schoeff

PAC funding boosts ASPPA's clout on Capitol Hill; 'bigger voice'

By Mark Schoeff Jr.
RETIREMENT PLANNING JUN 18, 2010
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.

By Darla Mercado
IN's Cooper: Those crazy French, er, Americans
RETIREMENT PLANNING JUN 18, 2010
IN's Cooper: Those crazy French, er, Americans

Mon dieu! When it comes to fiscal restraint, the U.S. is no better than France

By Evan Cooper
RETIREMENT PLANNING JUN 18, 2010
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

By Bloomberg
Odds of a double-dip now at 40%, says NYU's Roubini
RETIREMENT PLANNING JUN 18, 2010
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'

By Bloomberg
Incite: Retiree 'Ponzi scheme' is $16 trillion short
RETIREMENT PLANNING JUN 18, 2010
Incite: 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.

By Bloomberg
RETIREMENT PLANNING JUN 18, 2010
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.

By Darla Mercado
RETIREMENT PLANNING JUN 18, 2010
BofA Merrill Lynch beefs up retirement biz with Fidelity hires

Linton, Ulian jump to Bank of America; 'organizational shift in mindset'

By Bloomberg
Are index-linked CDs a sucker bet?
RETIREMENT PLANNING JUN 18, 2010
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.

By Bloomberg
RETIREMENT PLANNING JUN 18, 2010
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'

By Bloomberg
ALTERNATIVES JUN 18, 2010
Pimco: A debt bet to avoid

The rally in bonds from real estate investment trusts that's made property debt the best performer this year is overdone as a slowing economy may threaten their performance, according to Pacific Investment Management Co.

By Bloomberg
RETIREMENT PLANNING JUN 17, 2010
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.

By Bloomberg
RETIREMENT PLANNING JUN 17, 2010
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.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES JUN 17, 2010
Academic promotes government bonds to hedge longevity risk

"Longevity bonds" would be issued by the government and would act as a hedge for pension plans and insurers.

By Darla Mercado
RETIREMENT PLANNING JUN 17, 2010
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

By Jeff Benjamin
RETIREMENT PLANNING JUN 17, 2010
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.

By Standard & Poor's