Advisor News

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RETIREMENT PLANNING DEC 17, 2013
Factoring travel dollars into financial plans

Though a majority of retirees' wish lists include trekking the world, few plan ahead for such costs.

By Mary Beth Franklin
RETIREMENT PLANNING DEC 17, 2013
Supreme Court accepts 401(k) employer stock-drop case

Labor Dept. seeks ruling on Fifth Third Bancorp case that could ease challenges to employers.

By Hazel Bradford
EQUITIES DEC 17, 2013
Fed tapering could catch junk bond investors off guard

Plus: Looking for weakness in the Volcker rule, the case for stocks in 2014, the upside of market bubbles, and what the heck Elizabeth Warren is up to now?

By Jeff Benjamin
WIREHOUSES DEC 17, 2013
Fast and Furious and…wealth management?

The driver of the car that killed actor Paul Walker was a Merrill Lynch wealth manager and had been named a top adviser in 2010, 2011 and 2012.

By Joshua Brown
RETIREMENT PLANNING DEC 17, 2013
DOL seeks high court action on company stock in 401(k)s

Supreme Court review could lead to more stock-drop cases.

By Hazel Bradford
RETIREMENT PLANNING DEC 17, 2013
MassMutual 401(k) suit takes litigation into new territory

A recent lawsuit against MassMutual over excessive 401(k) fees raises the possibility that group annuities and stable-value products could become a focus of future complaints.

By Darla Mercado
WIREHOUSES DEC 16, 2013
BNY Mellon to sell Wall Street headquarters

Bank of New York Mellon Corp. plans to sell Manhattan's 1 Wall St., the Art Deco skyscraper that serves as its corporate headquarters, and has hired brokers to find a smaller amount of space to lease elsewhere.

By Matt Ackermann
RIA NEWS DEC 16, 2013
Note to state legislators: Voters' retirement security is your responsibility, too

The overall cost of retirement can sometimes seem difficult to grasp, but Main Street investors know that a dignified post-working lifestyle doesn't come cheap.

By Dale E. Brown
RETIREMENT PLANNING DEC 16, 2013
Social Security's rearview mirror: Retroactive benefits

How to maximize Social Security benefits for a married couple, both of whom turned 66 in January 2013, and are just now filing.

By Mary Beth Franklin
RETIREMENT PLANNING DEC 16, 2013
Tax break for repaying Social Security benefits

Depending on your income, some of your Social Security benefits may be taxable. But if you repay benefits, you may be eligible for a deduction or credit.

By Mary Beth Franklin
How to hedge bets when claiming Social Security
RETIREMENT PLANNING DEC 16, 2013
How to hedge bets when claiming Social Security

The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.

By Mary Beth Franklin
RETIREMENT PLANNING DEC 16, 2013
Third quarter lifts insurers' VA businesses

The markets have been kind to investors in variable annuities during the third quarter — which means they've been even more generous to the insurers that have sold the products in the first place.

By Darla Mercado
RETIREMENT PLANNING DEC 16, 2013
Largest long-term-care insurance sellers go after premium increases

As large long-term-care insurance sellers like John Hancock and Genworth both pursue rate hikes, one analyst says advisers should brace themselves for even more to come.

By Darla Mercado
RETIREMENT PLANNING DEC 16, 2013
Group ignites debate on retirement plan benefits for same-sex couples

Spark Institute proposes uniform rule based on where couples were married

By Darla Mercado
RETIREMENT PLANNING DEC 16, 2013
Wait for it: Advisers to small plans gird for DOMA aftermath

Undersized businesses face a bevy of changes to health plans, 401(k) following Supreme Court ruling on Defense of Marriage Act

By Darla Mercado
RETIREMENT PLANNING DEC 16, 2013
DOMA ruling dramatically changes financial planning for same-sex couples

The Supreme Court's ruling on Wednesday put an end to the law known as the Defense of Marriage Act. But it also marks the beginning of a new era in financial planning for gay couples.

By Liz Skinner
REGULATION AND LEGISLATION DEC 15, 2013
SEC actions down in fiscal 2013 but sanctions up

Fewer than 700 actions taken but agency collected a record $3.4 billion.

By Trevor Hunnicutt
RETIREMENT PLANNING DEC 15, 2013
Advisers pick their poison with UL policies

By MFXFeeder
OPINION DEC 15, 2013
Bill to fund exams should get full hearing

By MFXFeeder
RETIREMENT PLANNING DEC 15, 2013
Advisers need to boost knowledge of Social Security

By MFXFeeder