Retirement Planning

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RETIREMENT PLANNING APR 08, 2016
Big deals that can help take the sting out of Tax Day

Companies are offering freebies and discounts celebrating the end of the annual filing ordeal. Here's a roundup of what's available.

By Bloomberg
DOL rule described as 'workable' and a political success
RETIREMENT PLANNING APR 07, 2016
DOL rule described as 'workable' and a political success

The rule is described as 'workable' and a political success, though implementation remains the biggest challenge ahead.

By Jeff Benjamin
Critics say DOL fiduciary rule makes too many industry concessions
RETIREMENT PLANNING APR 07, 2016
Critics say DOL fiduciary rule makes too many industry concessions

While many investment advisers and their organizations praise the rule, some who formerly advocated for it believe the final version doesn't go far enough to protect investors.

By Jeff Benjamin
How 401(k) plan advisers win under the final DOL fiduciary rule
RETIREMENT PLANNING APR 06, 2016
How 401(k) plan advisers win under the final DOL fiduciary rule

Retirement plan advisers have an easier path to advising on rollovers and working with small 401(k) plans.

By Greg Iacurci
Going under the hood of the new DOL fiduciary rule
RETIREMENT PLANNING APR 06, 2016
Going under the hood of the new DOL fiduciary rule

The Labor Department has just revealed its controversial new rule intended to raise investment advice standards on retirement accounts. Sign up for our webcast taking a deep dive into how the changes will affect your business. Register now for this free webcast <a href=&quot;https://home.investmentnews.com/clickshare/eventPurchase.do?CSProduct=investmentnews-event&amp;CSEventId=1259&quot;_blank&quot;>here</a>)</i></b>

By InvestmentNews Staff
RETIREMENT PLANNING APR 06, 2016
Historical timeline of fiduciary duty for financial advice

By Mark Schoeff Jr.
RETIREMENT PLANNING APR 06, 2016
Insurers slow to introduce QLACs for 401(k) market

The retail audience has been a much more popular route for these longevity annuity products.

By Greg Iacurci
DOL rule could help small company retirement plans
RETIREMENT PLANNING APR 05, 2016
DOL rule could help small company retirement plans

The impending fiduciary rule would shield owners from some lawsuits.

By John Waggoner
OMB completes review of DOL fiduciary rule
RETIREMENT PLANNING APR 05, 2016
OMB completes review of DOL fiduciary rule

The Labor Department cleared the last step in the regulatory process before release of its final rule.

By Greg Iacurci
RETIREMENT PLANNING APR 05, 2016
Wave of Finra arbitration claims expected from bad bets on energy

Investors claim brokers put too much of their nest eggs into oil and gas companies.

By Christine Idzelis
Sale of AIG Advisor Group may signal wave of mergers ahead
RETIREMENT PLANNING APR 05, 2016
Sale of AIG Advisor Group may signal wave of mergers ahead

Insurance-owned firms and small broker-dealers most likely to throw in the towel.

By Christine Idzelis
Adviser fears abound for fiduciary rule fallout
RETIREMENT PLANNING APR 04, 2016
Adviser fears abound for fiduciary rule fallout

<i>InvestmentNews</i> survey finds all corners of the advice business are expecting to face challenges, but stark differences about the degree of pain are evident among the channels.

By Liz Skinner
RIA NEWS APR 04, 2016
Tony Robbins joins advisory firm as chief of investor psychology

In his new role, Mr. Robbins will be working with his long-time financial adviser Ajay Gupta.

By Christine Idzelis
RETIREMENT PLANNING APR 03, 2016
The road to retirement just got rockier

Advisers have a vital role in helping long-term care insurance holders decide whether the policies are worth the cost.

By MFXFeeder
How should you use your tax refund?
RETIREMENT PLANNING APR 01, 2016
How should you use your tax refund?

Professional financial advisers weigh in on the best ways to use refunds appropriately.

By Greg Iacurci
RETIREMENT PLANNING APR 01, 2016
Don't assume the Roth IRA is beyond the reach of the tax man

Plus: Investor.gov is looking out for you, there's a reason we've had so few IPOs this year, and take seven minutes and get your heart pumping

By Jeff Benjamin
RETIREMENT PLANNING APR 01, 2016
Strategies for delaying required minimum distributions for working clients

Those who are 70 &frac12; and still on the job may be able to delay distributions from company plans.

By Bloomberg
The rollover irony of the DOL's proposed fiduciary rule
RETIREMENT PLANNING MAR 31, 2016
The rollover irony of the DOL's proposed fiduciary rule

The proposed rule could give brokers an upper hand with respect to rollovers when compared to some fiduciary 401(k) advisers.

By Greg Iacurci
Survey shows slight decline in elderly financial abuse cases
RETIREMENT PLANNING MAR 31, 2016
Survey shows slight decline in elderly financial abuse cases

Seventeen percent reported abuse, down from 20% in 2010: Investor Protection Trust.

By Christine Idzelis
When Social Security is a family affair
RETIREMENT PLANNING MAR 30, 2016
When Social Security is a family affair

Claiming benefits early may make sense when kids are involved.

By Mary Beth Franklin