When he was mayor of New York, Ed Koch often would ask constituents, “How am I doing?”
Natalie Choate, a retirement planning expert with Nutter McClennen & Fish LLP, talks with Morningstar's Christine Benz at the InvestmentNews Retirement Income Summit about the new rules that apply to an annuity when it's purchased inside an IRA.
Douglas Johnson and Daniel Legan jumped to UBS and joined the firm's Indian Wells, California office.
The Financial Research Corp. is recommending that target-date funds sharply curtail riskier investments well before they approach maturity — based on the assumption that investors will roll over their assets.
Living longer has its price, study finds
The Employee Benefits Security Administration is planning to publish a compliance checklist for target date fund selection this spring
The percentage of survey respondents who said they are concerned about whether their assets will last throughout their lifetime rose to 61% last quarter, from 53% in the fourth quarter.
President Barack Obama's success as an author continued to add to his wealth last year as he and first lady Michelle Obama reported having assets of between $2.3 million and $7.7 million.
For better or worse, professionals rely on our society's standard conventions and accepted phrases to offer solace at a wake or funeral
Revelations about the firms' shadier practices incensed both politicians and the public. Don't count on any indictments being handed out, however
Former Credit Suisse Group AG broker Eric Butler will remain free while a judge reviews a decision that ordered him to prison during the appeal of his conviction for fraudulently selling securities that cost investors more than $1.1 billion in losses.
Many financial planners are in the dark about ways to help clients boost their monthly government checks. That needs to change, says one expert.
Putnam Investments is planning to launch a mutual fund with a guarantee in the first quarter of next year.
In early November 2007, two investors met in the waiting room of their financial adviser's office. By chance, both Robert, 62, and Sandra, 78, had appointments to discuss their retirement financial plans.
The software billionaire's father is spearheading an initiative to impose a state tax on Washington's wealthy
Investors should plan now for when and how financial decisions should be made if they become impaired, says investment strategist and professor Andrew Lo.
The Committee for the Fiduciary Standard takes a different tack in its bid to eliminate the broker-dealer exclusion
17 of Fortune 100 companies provide death benefits for heirs of top execs. Omnicom stockowners are just the latest to vote down a 'pay-for-no-pulse' proposal
Financial advisers at the InvestmentNews Retirement Income Summit discuss their strategies for using video on their firms' websites
On Tuesday, Sen. Susan Collins pressed Goldman Sachs on their commitment to their clients. Now, she's planning on filing an amendment to financial reform legislation that would likely extend the fiduciary standard to B-Ds.
