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Odds of a double-dip now at 40%, says NYU's Roubini
RETIREMENT PLANNING JUN 18, 2010
Odds of a double-dip now at 40%, says NYU's Roubini

Dr. Doom sees anemic growth in third quarter; 'stock markets could sharply correct'

By Bloomberg
Incite: Retiree 'Ponzi scheme' is $16 trillion short
RETIREMENT PLANNING JUN 18, 2010
Incite: Retiree 'Ponzi scheme' is $16 trillion short

Social Security just celebrated its 75th birthday. Economist Laurence Kotlikoff says it's time to retire the cash-strapped pension plan -- or face disastrous results.

By Bloomberg
RETIREMENT PLANNING JUN 18, 2010
Approaching retirement, boomers still tied up in some riskier bets

Baby boomers approaching retirement may be nervous about outliving their savings — but they continue to keep most of their money in riskier investments.

By Darla Mercado
RETIREMENT PLANNING JUN 18, 2010
BofA Merrill Lynch beefs up retirement biz with Fidelity hires

Linton, Ulian jump to Bank of America; 'organizational shift in mindset'

By Bloomberg
Are index-linked CDs a sucker bet?
RETIREMENT PLANNING JUN 18, 2010
Are index-linked CDs a sucker bet?

Investors seeking the safety of government-insured certificates of deposit and a chance to profit from market rallies may end up earning nothing and owing taxes for their efforts.

By Bloomberg
REGULATION AND LEGISLATION JUN 18, 2010
The fiduciary standard's next step

House and Senate negotiators last week hit an impasse that may be resolved as early as tomorrow on the fiduciary duty provision embedded in the massive financial regulatory reform bill.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUN 18, 2010
Advisers: Plenty of clients won't hit retirement targets

One out of four clients need to save – or make – more money, majority of polled advisers say; focus 'on the gap'

By Bloomberg
ALTERNATIVES JUN 18, 2010
Pimco: A debt bet to avoid

The rally in bonds from real estate investment trusts that's made property debt the best performer this year is overdone as a slowing economy may threaten their performance, according to Pacific Investment Management Co.

By Bloomberg
INDUSTRY NEWS JUN 18, 2010
Fund managers smacked by bets on Goldman Sachs

A number of mutual funds placed sizable bets on Goldman Sachs -- bets that have been walloped by the SEC's suit against the Wall Street titan

By Jessica Toonkel Marquez
INDUSTRY NEWS JUN 18, 2010
Why health care stocks are still undervalued: Podcast

Uri Landesman, head of global growth at ING Investment Management Americas, talks about the immediate and longer-term impact of health care reform on health care sector stocks.

By Jeff Benjamin
RETIREMENT PLANNING JUN 17, 2010
SEC proposes new disclosures for target date funds

Federal regulators on Wednesday proposed new disclosure rules for target-date retirement funds that would require sponsors to spell out how they are investing the money and to warn about risks.

By Bloomberg
Falling Starr: A timeline of a celebrity financial adviser's alleged fraud
RIAS JUN 17, 2010
Falling Starr: A timeline of a celebrity financial adviser's alleged fraud

Kenneth Ira Starr, an investment adviser with a roster of celebrity clients, was charged by the U.S. government on May 27 with orchestrating a $30 million fraud. (An alleged fraud that feds would eventually bump up to an estimated $59 million.)

By Mark Bruno
RIAS JUN 17, 2010
Jeremy Siegel tells advisers: Markets still have 'extraordinary' potential

Despite the huge equity market rally since the March 2009 lows, U.S. stocks remain undervalued relative to long-term trends, according to Jeremy Siegel.

By Bloomberg
RETIREMENT PLANNING JUN 17, 2010
CapTrust snags star 401(k) adviser from RBC

Firms that focus on the 401(k) market, like CapTrust, have recently reported a pickup in interest from advisers who focus primarily on retirement plans.

By Darla Mercado
'Boiler room' brokerage operation busted
REGULATION AND LEGISLATION JUN 17, 2010
'Boiler room' brokerage operation busted

FBI agents raided the offices of a New York-based brokerage and arrested several people suspected of running a boiler room operation, with links to the mob, that allegedly defrauded investors out of $12 million.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 17, 2010
Academic promotes government bonds to hedge longevity risk

"Longevity bonds" would be issued by the government and would act as a hedge for pension plans and insurers.

By Darla Mercado
House-Senate conference the last chance for fiduciary amendment
RIAS JUN 17, 2010
House-Senate conference the last chance for fiduciary amendment

After more than three weeks of debate, the Senate approved a comprehensive overhaul of financial regulations on Thursday night without acting on fiduciary standards amendments.

By Mark Schoeff Jr. and Hilary Johnson
Push for fiduciary standard fading in Senate
REGULATION AND LEGISLATION JUN 17, 2010
Push for fiduciary standard fading in Senate

For now, it's unlikely that the Senate will consider any amendments that are not already in the pipeline for floor action.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUN 17, 2010
More focus on post-retirement planning needed

Consultant Leonard Reinhart says the advisory business isn't spending enough time on helping clients after they retire

By Jeff Benjamin
RETIREMENT PLANNING JUN 17, 2010
S&P: Getting healthy, wealthy and wise

Standard & Poor's Equity Research's fundamental outlook for the health care services industry for the next 12 months is positive.

By Standard & Poor's