News

Displaying 42983 results
RETIREMENT PLANNING NOV 25, 2013
Jackson exempts certain advisers from VA exchange suspension

Jackson National Life Insurance Co.'s temporary halt on tax-free exchanges of variable annuities is in effect until Dec. 16 — but it turns out not everyone is subject to the suspension.

By Darla Mercado
RETIREMENT PLANNING NOV 25, 2013
Beyond the automatic 401(K)

By Mary Beth Franklin
EQUITIES NOV 25, 2013
Doll, Coté: Despite Washington noise, bull market alive and well

Two industry heavyweights love equities, but hate Washington politics, Obamacare.

By Jeff Benjamin
RETIREMENT PLANNING NOV 25, 2013
Second wave of VA buyout offers comes from Axa

Some clients could come close to breaking even with the deal.

By Darla Mercado
INDUSTRY NEWS NOV 25, 2013
Nuveen's Doll: 'Risk-on' resumes as uncertainty subsides

Nuveen's Doll: 'S&P 500 is in a churning phase'

By By Bob Doll
INDUSTRY NEWS NOV 24, 2013
Don't fear the taper: Bonds indicate no rate boost 'til 2015

Traders don't see the Federal Reserve raising its benchmark interest rate from a record low until nine months after policymakers end their monthly bond purchases of $85 billion

By Gregory Crawford
MUTUAL FUNDS NOV 24, 2013
Mutual funds not in 'too big to fail' category

By MFXFeeder
RETIREMENT PLANNING NOV 24, 2013
Retirement planning is now a family affair

By Mary Beth Franklin
REGULATION AND LEGISLATION NOV 24, 2013
Redefining an 'accredited investor'

By MFXFeeder
RETIREMENT PLANNING NOV 24, 2013
Make sure clients road-test retirement

By MFXFeeder
RETIREMENT PLANNING NOV 22, 2013
Boomers badly underestimate cost of nursing home care

Don't miss the mark and think Obamacare covers long-term-care insurance

By CODONNELL
RETIREMENT PLANNING NOV 22, 2013
Boomers miss mark thinking Obamacare covers long-term-care insurance

They badly underestimate the cost of nursing home care.

By CODONNELL
INDUSTRY NEWS NOV 22, 2013
Gold bears persist as metal heads for big monthly drop

Investors remain largely bearish on gold as the metal heads for its biggest monthly drop since June and its first annual drop since 2000. Even hedge fund manager John Paulson, one-time bull, wouldn't add more at current levels.

By Gregory Crawford
EQUITIES NOV 22, 2013
Iran nuke accord is already moving markets

Plus: Fed taper could hit savers hard, new scrutiny on company stock in K plans, the stocks hedge funds love and Consumer Report's annual "naughty and nice" list. All in today's Breakfast with Benjamin.

By Jeff Benjamin
INDUSTRY NEWS NOV 22, 2013
Market mania has advisers reaching for tranquilizers

With the equity markets hitting record highs, here's what the experts say about how you can avoid overreacting

By Jeff Benjamin
INDUSTRY NEWS NOV 22, 2013
Oxford's word of the year is...

The word the most reflects the "ethos, mood, or preoccupations" of 2013, plus other must-reads from wealth manager and CNBC commentator Josh Brown

By Joshua Brown
RETIREMENT PLANNING NOV 22, 2013
A little flexibility goes a long way with trusts

When setting up trusts, strike a balance between considering future changes and setting clear parameters to prevent abuse

By Darla Mercado
INDUSTRY NEWS NOV 22, 2013
Day JFK killed NYSE faced massive selloff

The vice chairman of the exchange at the time, called it the worst avalanche of selling he'd ever seen, according to an unpublished oral history kept by the exchange. The Dow lost 21 points, or 2.9%, on Nov. 22, 1963.

By Matt Ackermann
WIREHOUSES NOV 22, 2013
Merrill Lynch fined over rogue broker

Massachusetts securities' regulators fine the brokerage giant $500,000 for failing to stop a rep from defrauding clients.

By Trevor Hunnicutt
REGULATION AND LEGISLATION NOV 22, 2013
House approves bill to delay DOL fiduciary rule

The House passed Rep. Ann Wagner's bill that would delay and possibly kill the Labor Department's fiduciary rule. Does it stand a chance in the Senate?

By Mark Schoeff Jr.