Claiming strategy triggers benefits for children, spouses and protects your own.
Breakfast with (<i>InvestmentNews</i> senior columnist Jeff) Benjamin: Going back to basics with bond funds; breaking down the jobs report; Wall Street confronts a big mortgage settlement; Chinese exports falter; the polar vortex and natural gas prices; and retailers' bad holiday season.
About 10 million Americans will fork over a bigger slice of their paycheck to Social Security and Medicare taxes this year but Social Security retirement benefits increase by just 1.5%.
Married couples can't double-dip and claim spousal benefits, too.
Today's Breakfast with Benjamin shines a light on the slide in gold and its impact on miners, Volcker rule tweaks, Nasdaq settling its Facebook IPO glitch, the expected drop in oil prices, and quotes to ponder
Gold dropping like a rock. Plus: Taper mania, SAC's Steinberg convicted, big government seen as big bad, investment tips for 2014, and if economists wrote Christmas cards.
Nicholas Schorsch and RCS Capital Corp. continue their blistering pace of broker-dealer acquisitions, announcing the acquisition of Summit Financial Services Group Inc. for $49 million in cash and stock.
Data collection could force clearinghouses to manage reams of new account information.
A Finra arbitration panel has ordered the firm to buy back funds recommended by an adviser
Before he stepped down this week as chairman of the Securities Industry and Financial Markets Association, Chet Helck launched the organization's initiative to elevate customer care among its members to a best-interests standard. The effort, designed to help the financial industry regain investor trust, is modeled on a similar program at Raymond James Financial Inc., where Mr. Helck is the chief executive of the Global Private Client Group. He spoke to <i>InvestmentNews</i> at the SIFMA annual conference in New York this week.
The best way for the financial services industry to turn around negative public perception is to raise its standards for client care and elevate clients' interest above its own, the chairman of a major Wall Street trade association said Monday night.
The types of applications most commonly used by advisers
Free web-based version of popular program due out this summer
Planning for this one aspect of retirement will help you maintain your sense of dignity as you age
Phil Cunningham joins firm that is behind NaviPlan and NaviPro.
