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The battle for your clients’ retirement dollars
Breakfast with Benjamin:Annuity sellers fighting for IRAs. Plus: What's good for consumer isn't for business; another perspective on how much size matters; adviser tech world rocked; and how to join the 1%
Don’t let beneficiary designations come back to haunt divorcing clients
Some states will bar the payment of life insurance proceeds when a couple is splitting.
How to get workers to chip in more money toward HSAs
Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.
Florida firm linked to ‘Wolf of Wall Street’ raided by FBI
Medical device firm accused of Medicare fraud; lawyer denies charges, says complying with federal probe.
The watershed moment for lifetime income
Making lifetime income options more readily available will help enhance retirement security, according to IRI's Cathy Weatherford.
One of industry’s last holdouts, NAIFA elects its first female president
With women representing only 11.5% of advisers, trade group plans to highlight women in industry.
Weighing a Plan B in estate planning in light of Obama’s proposed tax overhaul
President Barack Obama’s proposed tax plan has ignited a new conversation among tax experts on which possible strategies…
Good looks aren’t everything, but it might help you attract more assets
In today's Breakfast with Benjmain, looks might help money managers land more assets, but they also tend to underperform. Plus: Darryl Strawberry's contract balance goes to the highest bidder, Florida investment manager charged with bilking $17M from clients, and a hedge fund manager uses proper etiquette after losing his clients' money.
Shocking NYC murder highlights need for estate planning contingencies
Case serves as a reminder that advisers need to plan for events in which a beneficiary becomes unable to inherit.
In Obama’s State of the Union, advisers see a ‘provocative’ call to tax wealthy
When the president delivers his State of the Union address tonight, he will make proposals that could change the basic assumptions advisers rely on for wealthy clients. (See also: 13 crucial state tax changes.)
Treasury, Health and Human Services move to ease tax filing burden from Obamacare
Accountants still see cause for worry with additional costs and paperwork tied to the Affordable Care Act.
Medicare’s long, strange trip
From barely registering to an integral component
Lifetime income to reach defined-contribution retirement plans, but not anytime soon
Existing products don't fit within the broad regulatory guidelines governing a lifetime income option that contains a deferred annuity offered within a target date fund.
Helping clients get a second chance at Medicare benefits
As you are doing your year-end planning with clients, ask them if their Medicare coverage is in place for 2015.
Robert Benmosche remembered as tenacious, fair by colleagues
Industry colleagues, from Hank Greenberg to Don Marron, recall the former MetLife, AIG CEO, who passed away at 70 Friday after a battle with cancer.
The new variable and indexed annuity leaders
Indexed annuities continue to be popular, and Jackson National continues to dominate VA sales.
Hedge fund employees enjoy the fruits of their labor
On Friday's Breakfast with Benjamin, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.
Powerful GOP senator to defend retirement tax incentives
Incoming Senate finance chairman Orrin Hatch says retirement vehicles are the 'greatest wealth creator' for the middle class, and shouldn't be part of tax reform.
Nobody can accuse Bill Gross of not eating his own cooking
Today's Breakfast with Benjamin features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.
Unpleasant surprise on Form 1040 for Obamacare participants
This tax filing season is going to be a little more complicated for freelancers and independent contractors who get health care subsidies.
