New retirees are scrambling to get by in one of the least retirement-friendly countries in the developed world
<i>Breakfast with Benjamin:</i> How stocks reached a record, who's joined the fast food breakfast battle, Warren Buffett boils it all down and who is @gselevator 'tattletale'?
The billionaire chairman of Berkshire Hathaway cited a farm he's owned since 1986 in cautioning individuals against frequent buying and selling
Don't overlook the implication of state income taxes, ordinary income or capital gains
Independent advisers cannot afford to spend 2014 on the sidelines. The regulatory burdens facing our industry will not ease up unless we all stay focused, regardless of the political circumstances.
A new annuity product intended to buffer clients' account values against downside losses is starting to gain interest. Will it catch on across the industry? <b><i>Plus: <a href="http://www.investmentnews.com/section/specialreport/20140223/ANNUITIES">Our full Annuities Special Report</b></i></a>
Challenge for advisers working with these clients is to warm them up to risk.
The latest benefits optimizing software is free.
Standard & Poor's 500 Index companies are exceeding analyst sales forecasts by the most since 2012, a sign rising consumer demand is fueling economic growth as the bull market approaches its sixth year.
Don't get greedy when trying to maximize Social Security benefits for your clients. Beneficiaries are entitled to only one claim per person. <i>InvestmentNews</i> contributing editor Mary Beth Franklin has the details.
Payments to spouse and children may be reduced.
Don't miss the second episode of <i>InvestmentNews'</i> <b><a href="http://www.investmentnews.com/section/video?playerType=PracticeMakeover">Practice Makeover</a></b>, as a trio of expert adviser coaches brainstorm potential solutions to adviser Trent Bradshaw's time management woes.
Running for political office comes with risks for advisers, but also has an upside for the financial advice business
More lawyers, chiropractors, insurance agents and others are running for elected office to help safeguard their professions from forces opposed to them. It's time financial planners did the same. Here are some tips.
As stewards of their clients' financial security, investment advisers and planners must keep a vigilant eye on companies altering their 401(k) plans in ways that hamper clients' ability to save for retirement properly.
<i>Breakfast with Benjamin: </i>The average 401(k) balance tops $89K. Plus: Comcast buying Time Warner, Fink likes emerging markets while Buffet shuns Graham Holdings, California drought hits agriculture stocks, and the ultimate smart car.
Changes including raising full retirement age, making more income subject to payroll tax gain support.
30-rep Argentus Securities squeezed by regulatory woes, tight profit margin.
