Industry News

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NEWS RETIREMENT PLANNING MAY 14, 2013
IPA sets valuation guidelines

By Bruce Kelly
NEWS INDUSTRY NEWS MAY 14, 2013
Closed-end-fund yields eclipse those of mutual funds, ETFs

By Jason Kephart
NEWS RETIREMENT PLANNING MAY 14, 2013
The magic withdrawal number in a low-interest-rate retirement? You'll be surprised

2.8% the magic number, new study finds

By Darla Mercado
NEWS RETIREMENT PLANNING MAY 14, 2013
Nontraded REIT rules roiled by appraisal issue

By Bruce Kelly
NEWS RETIREMENT PLANNING MAY 13, 2013
EBRI's Fronstin: The real cost of retiree health care

By John Goff
NEWS RETIREMENT PLANNING MAY 13, 2013
Life insurance as income tool

Policies with built-up cash value are popular vehicles for covering expenses in retirement

By Darla Mercado
NEWS RETIREMENT PLANNING MAY 13, 2013
Sometimes, cash now is better than more cash later

By Mary Beth Franklin
NEWS INDUSTRY NEWS MAY 13, 2013
Blackstone's Wien: Market's strength is surprising

There is a battle right now between liquidity and reality, he says

By By Byron Wien
NEWS INDUSTRY NEWS MAY 13, 2013
Seven-year itch as tech stocks cheapest since 2006

Oh, how the mighty have fallen: Tech stocks, long a darling of investors, are now trading at the lowest level since 2006. Some fund managers say it's time to go bargain hunting.

By John Goff
NEWS FINTECH MAY 13, 2013
Schwab website still on the fritz

Denial-of-service attack did not impact customer accounts or data, firm says.

By DJAMIESON
NEWS RETIREMENT PLANNING MAY 13, 2013
Tackling online accounts for Social Security a pain

The Social Security Administration last year stopped mailing annual estimated-benefit statements to workers 25 and older, a service it began in 1999

By Mary Beth Franklin
NEWS INDUSTRY NEWS MAY 13, 2013
Direct-sold 529s could put brokers at risk: MSRB

Board looking at whether suitability applies; rule change would get industry 'up in arms'

By Liz Skinner
NEWS INDUSTRY NEWS MAY 12, 2013
Consumers: The great sobriety

Americans have cut debt, boosted savings, and held spending in check — all of which should aid the economy, Ezrati says

By Milton Ezrati
NEWS RETIREMENT PLANNING MAY 12, 2013
In Washington, policy proposals target retirement plans

Rethinking incentives for saving in tax-deferred accounts

By Mark Schoeff Jr.
NEWS EQUITIES MAY 12, 2013
Two diverging paths to income

Two advisers, two approaches to building wealth while preserving the nest egg

By Jeff Benjamin
NEWS IRA ALERT MAY 12, 2013
Make sure 72(t) distributions are taken

Custodian's error almost ruined client's retirement and still cost her $10,000 in IRS fees.

By Ed Slott
NEWS RETIREMENT PLANNING MAY 12, 2013
Tax risk: Trust gains have additional levy

Experts are just getting their arms around a little-publicized wrinkle in the 2012 law.

By Darla Mercado
NEWS BROKER DEALERS MAY 12, 2013
Moving from wirehouses pays off

By JKEPHART
NEWS BROKER DEALERS MAY 12, 2013
Deal to go private knotted for NFP

By Bruce Kelly
NEWS RETIREMENT PLANNING MAY 12, 2013
Social Security face-off: Analyzer vs. Explorer

Testing two software tools that calculate benefits and help users' wargame claiming strategies

By Janowski Davis