Advisor News

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RETIREMENT PLANNING SEP 10, 2012
Romney, Ryan continue to dance around tax plan details

GOP presidential nominee Mitt Romney and his running mate, Wisconsin Rep. Paul Ryan, seem determined to avoid talking about details of their tax plan during the fall campaign, creating a vacuum that their opponents are happy to fill with attacks and that retirement-savings advocates can fill with worry. Retirement-savings tax deferrals also could be on the chopping block to pay for the GOP ticket's goal of reducing tax rates across-the-board.

By Mark Schoeff Jr.
OPINION SEP 10, 2012
Taxing task: Preparing for the unknown

As summer winds down and the presidential election looms, financial advisers' thoughts must turn to 2013 tax investment planning for their clients.

By MFXFeeder
REGULATION AND LEGISLATION SEP 10, 2012
Bogle, Levitt, Volcker look to get fiduciary rule back on track

By Mark Schoeff Jr.
Facing possible estate tax, investors stick to sidelines
RETIREMENT PLANNING SEP 09, 2012
Facing possible estate tax, investors stick to sidelines

Advisers urged to get proactive as exclusion could drop to $1 million, from $5 million

By Darla Mercado
FINTECH SEP 09, 2012
Locker steps nimbly into NAPFA's top spot

By Mark Schoeff Jr.
RETIREMENT PLANNING SEP 09, 2012
$400M sale to let Hartford retire from retirement biz

By JKEPHART
RETIREMENT PLANNING SEP 09, 2012
Retiring south of the border

By MFXFeeder
OPINION SEP 09, 2012
SEC's task for advisers: Tending to the hedges

The SEC has called on advisers to become more familiar with hedge funds and learn how to keep on top of that constantly changing universe.

By MFXFeeder
OPINION SEP 09, 2012
Key reasons for joining an OSJ

Deciding whether to affiliate directly with a broker-dealer or join an existing OSJ involves evaluating factors in your own business, including finances, culture and contractual relationships

By Jodie Papike
RETIREMENT PLANNING SEP 09, 2012
$3B acquisition of REIT sets 'speed record'

By Jeff Benjamin
RETIREMENT PLANNING SEP 09, 2012
Celeb strategist with national radio show misled prospective clients, SEC says

By Liz Skinner
RETIREMENT PLANNING SEP 09, 2012
Help clients determine best age to retire using checklist

By Mary Beth Franklin
FIXED INCOME SEP 09, 2012
Maneuvering through the muni-market minefield

By MFXFeeder
REGULATION AND LEGISLATION SEP 09, 2012
Training firm boss misappropriated exam questions: Finra

By DJAMIESON
Tougher Dodd-Frank fiduciary standard for brokers runs aground
REGULATION AND LEGISLATION SEP 07, 2012
Tougher Dodd-Frank fiduciary standard for brokers runs aground

SEC scheduled to meet this week with advocates including Bogle

By Bloomberg
Bogle, Volcker look to get fiduciary rule back on track
REGULATION AND LEGISLATION SEP 07, 2012
Bogle, Volcker look to get fiduciary rule back on track

Signing declaration supporting universal standard of care

By Mark Schoeff Jr.
REGULATION AND LEGISLATION SEP 07, 2012
Drip...drip...dr: Slow going on fiduciary duty, adviser oversight

By Mark Schoeff Jr.
RETIREMENT PLANNING SEP 06, 2012
Working longer no lock for comfortable retirement

Even though their savings are depleted, many clients still think they can have a comfortable retirement -- as long as they work a few years longer. They might want to rethink that plan.

By Darla Mercado
Secret weapon for maxing out Social Security? Your spouse
RETIREMENT PLANNING SEP 06, 2012
Secret weapon for maxing out Social Security? Your spouse

With the right elections, married couples can dramatically up their payouts

By Mary Beth Franklin
RETIREMENT PLANNING SEP 06, 2012
Genworth latest to rein in LTC insurance offerings

By Darla Mercado