Pre-packaged seminars on key topics designed to attract and retain pre-retiree clients
Reps are none too thrilled with Jackson National's cuts to some VA features, particularly since the carrier offered only a few days' notice before the changes take effect. Said one harried adviser: "It's offensive."
Investors to get their money back — in ten years or so
Insurer originally sought $2.1 million in case involving 131 parishioners; only two defendants left
Search for guaranteed income boosts sales; rising stock market fails to lift VAs
IRS focus on individuals, small business with income over $200k could bring in extra $1B.
Different trusts benefit from puny rates, tax adviser says; 'lock those in now'
Status quo election offers slim chance for compromise on fiscal cliff, tax cuts and fiduciary standard, advisers say following the Obama victory
Industry groups ready to go to the mat over deductions and other incentives
Majority of boomers say a rise in marginal rates and FICA would crimp their ability to put money away
Co-mingling assets in model plans would create scalable cost efficiencies
Lisa Roth's Keystone Capital cops an offer from Fortune Financial principals
The latest Brinker Barometer does not bode particularly well for President Obama.
New survey shows few advisers are confident discussing medical costs; big price for ignoring the topic
Sometimes it makes sense for one spouse to claim benefits early.
The fate of a proposed regulation that could have a profound impact on investment advisers is resting on the results of tomorrow's presidential election.
But catch-up contribution caps for workers 50 and older remain unchanged
The Social Security Administration on Tuesday announced that the cost-of-living-adjustment for 2013 will be a measly 1.7%. And as Mary Beth Franklin points out, that small increase could be gutted by hikes in Medicare premiums.
Surprise departure of Citigroup boss leaves Richard Bové flummoxed
