New software takes headaches out of the bucket strategy
Powerful research firm asks advisers' help to better customize asset allocation.
A slump in VA purchases clashes with historical notion that product sales mirror the stock market's trajectory. And insurers are launching new products.
Start your week with <i>Breakfast with Benjamin</i>, featuring a global bond market mismatch that now has demand far outstripping supply. Plus: Loading up on stocks after retirement, how Larry Summers got it wrong, and new liquid alts players breaks it down for investors and advisers.
Although the assets are not protected from bankruptcy, there are ways to protect them. Legally.
Guidance from the IRS on its one-IRA-rollover-per-year rule requires advisers to know where clients' money has been or risk a snafu that could sever that relationship.
Contribution limits climb but not for IRAs
His girlfriend's suicide leads to a nasty court fight; could it have been avoided?
Antoine Walker made $110M, but blew it all and filed for bankruptcy in 2010.
Social Security tools can't account for disability benefits, which opens up a great opportunity for advisers.
Different rules for claiming benefits apply to divorced spouses, survivors.
Separate rules for claiming benefits apply to divorced spouses, survivors.
Education campaign promotes working with financial advisers to optimize benefits.
Get the most important tips for helping clients with dementia from a certified financial planner whose first client was his grandmother, leading him down a career path he never expected.
To efficiently serve and protect clients that develop dementia, specific steps can be taken
Consider donations, remember the high tab under the Tax Relief Act, and get yourself in to an adviser if you have one
People don't understand their coverage and the choices they can make to maximize their benefits and minimize unnecessary spending.
The Department of Labor will look for a possible ERISA violation after making an unprecedented petition to look at the case documents last summer.
New study offers a more accurate estimate of nursing home stays and shows which consumers benefit
Friday <i>Breakfast with Benjamin</i> highlights the downsides to cheap U.S. oil. Plus: Maybe you don't need long-term-care insurance, the high risks of not saving for retirement, Putin becomes a gold bug, and why you might get a raise in 2015.
