Have a client who — unbeknownst to you — filed for Social Security benefits early? Mary Beth Franklin unwraps the two ways for beneficiaries to increase their benefits after initially claiming them.
Normally, when you continue to work while collecting benefits before your full retirement age, you lose. But what happens when you reach 66?
Investors are pouring more money into stock mutual funds in the U.S. than they have in 13 years, attracted by a market near record highs
Uneven recognition of same-sex marriage will make for a complicated tax year
What's <i>InvestmentNews</i> senior columnist Jeff Benjamin reading this morning? Whether your clients need long-term care insurance, hedge funds loading up on GM stock, Greenspan calls Bitcoin a bubble, JPMorgan confirms cardholders were hacked and Britain gets bullish. Breakfast with Benjamin is served.
A new tax environment means that not all charitable giving vehicles are equal. Find out how you can best reduce your gross income.
The open period for switching Medicare coverage for 2014 is closing fast. The choices can be overwhelming, but Mary Beth Franklin offers practical steps your clients can take to make sure they have appropriate and affordable coverage.
Don't celebrate just yet: financial planning pitfalls still abound
Value manager predicts rising stocks and better returns in 2014. Why things are looking good &mdash; really good &mdash; for investors in the New Year.
The world's largest investment banks should enact changes including “ruthless prioritization” of clients and combining fixed-income and equity trading to avoid a sharp decline in profitability, according to McKinsey & Co.
The advisers, who previously managed more than $934 million, join the firm's employee broker-dealer channel.
“There is a cost of overearning in which some of that money gets paid back to the government in fines,” Sallie Krawcheck said Wednesday at The Year Ahead: 2014, a two-day conference sponsored by Bloomberg in Chicago.
Investors need appropriate safeguards before making risky investments in private offerings, consumer group warns
As the stock market reaches new milestones, advisers are enjoying the ride but are ready to cut and run when things change.
With huge balance sheets to manage, central banks diversify away from bonds, buy gold. What can advisers learn from the Ben Bernankes of the world?
An <i>InvestmentNews</i> survey finds little adviser hope for a long-term budget deal. 53% of the survey's respondents blame President Obama for the political mess, and both parties' respondents feel disillusioned with their representatives.
After being mugged in Buenos Aires, United Capital's Joe Duran reflects on how chaotic &mdash; and precious &mdash; life can be.
Retirement planning leaps ahead of investing, tax planning and estate planning as the top area in which couples require financial assistance
Actively managed equity mutual funds are expected to distribute capital gains taxes at a far greater rate at the end of this year than any time since the market meltdown
