Regulators are worried that life insurers are taking advantage of vague variable annuity contract language and are doing something about it. Darla Mercado explains.
Defined as spouses for benefits; based on where married, not where living.
Labor Dept. ruling a boost for employers, retirement plan sponsors, 401(k) service providers.
Why dipping into your retirement savings raises the stakes
But your spouse can sometimes step up to a larger benefit later
Five hires join from rival firms Morgan Stanley, UBS
Acquires $1.5B team from J.P. Morgan Securities.
Filing joint returns could make it easier to inherit money tax-free
45-year veteran based in New Jersey jumps from Morgan Stanley.
Social Security earnings cap disappears at full retirement age.
Despite strong sales, concerns over due diligence, overconcentration rise.
New report shows investors find outsized return pitches "appealing"
When file and suspend makes sense — and when it doesn't
UBS gains a 45-year veteran adviser with $4.8 billion in assets from Morgan Stanley. Dan Jamieson reports.
Firm seeks to help advisers working with business owners.
