Higher Medicare premiums threaten traditional retirement income planning
Advisers are gaining client confidence even as financial firms continue to score low in the trust department following years of reports about Wall Street abuses.
Changes come as Treasuries and other investment-grade fixed-income instruments are yielding near-record lows
A 2.8% withdrawal rate over a retirement period of 30 years, with a 40% allocation to stocks, is the recipe for a 90% success rate if rates continue to stay low
Some retirees qualify for up to six months of retroactive benefits; pay for those larger items
Large support for lifting contribution cap, raising payroll tax over lengthy-time period; don't touch my bennies
SRO posts summary of proposal on website; sure to draw some howls
Regulation of investment advisers likely to be low on Hensarling's list.
RIA operating center can simplify life; plus, PortfolioCenter update.
That's how one attorney described the potential damages banks face from an ongoing multistate probe of alleged Libor rigging by banks. Oh yes, some cities have already filed suit.
Heightened scrutiny seen as a foot in the door; some drawbacks, too.
UBS advisers surpass the $1 million-per-FA revenue mark as the bank's U.S. wealth unit is the lone bright spot in a rough quarter. Bruce Kelly reports.
Alleged Libor-rigging is the latest in a long series of scandals tied to the Swiss bank
Proposals, bills cobbled together on fly with little time for review
Washington looks to wriggle out of promise made just two years ago; can lawmakers keep their hands off?
Taking a step toward portfolio diversification
One of the features of the fiscal-cliff bill approved last week by Congress was that it supposedly settled the question of marginal tax rates for good. It delivered the permanence to the vast majority of Bush tax cuts that investment advisers and their clients have long sought. But a little more than 36 hours after the measure passed, Congress demonstrated it will always tinker with the tax code.
Notices contained account balance errors, wrong names; cause of error discovered
