Retirement Planning

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RETIREMENT PLANNING JUN 11, 2013
Under new structure, fewer MetLife advisers pushed to produce more

Restructuring puts two MetLife B-Ds under one roof, ups pressure to sell proprietary products.

By Darla Mercado
RETIREMENT PLANNING JUN 11, 2013
AIternative alterations

In regulatory cross hairs, broker-dealers are putting limits on products and revising policies.

By Bruce Kelly
Genworth sale short list would be long list
RETIREMENT PLANNING JUN 11, 2013
Genworth sale short list would be long list

A number of firms would likely be interested in buying Genworth's wealth management business — if it's on the block, that is.

By Andrew Osterland
The Hartford retiring from retirement plan business in $400M sale
RETIREMENT PLANNING JUN 11, 2013
The Hartford retiring from retirement plan business in $400M sale

MassMutual getting $54B in AUM in proposed deal, doubling plan participants

By JKEPHART
RETIREMENT PLANNING JUN 10, 2013
Gaining Social Security expertise can make advisers clients' allies

By Mary Beth Franklin
RIA NEWS JUN 09, 2013
Dynasty offering insurance

By DJAMIESON
RETIREMENT PLANNING JUN 09, 2013
Brokers up in arms over The Hartford's VA plan

The Hartford is reining in investment options for some variable annuities, leaving advisers scrambling to find their clients who have them. That's raising worries about the amount of work — and potential liability — they may face.

By Darla Mercado
RETIREMENT PLANNING JUN 07, 2013
Hartford's VA buyback an offer many clients can't refuse

Early reports suggest that The Hartford's buyback terms for some of its legacy VAs are extremely generous. How generous? Some clients can cash out early at full value.

By Darla Mercado
RETIREMENT PLANNING JUN 06, 2013
Mary Beth Franklin: With Social Security, no double dipping allowed

By Mary Beth Franklin
RETIREMENT PLANNING JUN 06, 2013
Pru's all-bond VA getting lukewarm reception

Not a ton of excitement but advisers intrigued by newfangled approach.

By Darla Mercado
RETIREMENT PLANNING JUN 06, 2013
Tools to estimate costs

By Darla Mercado
Asset managers who won $254M lottery making shrewd moves
RETIREMENT PLANNING JUN 06, 2013
Asset managers who won $254M lottery making shrewd moves

Choosing a lump sum instead of annuity a smart decision, says estate expert; setting up trust protects heirs.

By Andrew Osterland
RETIREMENT PLANNING JUN 03, 2013
HSAs: Rx for health care reform

By Mary Beth Franklin
RETIREMENT PLANNING JUN 03, 2013
Dynasty branches out to the insurance side

New offering opens up access to insurance brokerages offering annuities, disability, long-term care.

By DJAMIESON
RETIREMENT PLANNING JUN 03, 2013
Health costs drop, but don't get excited

By Darla Mercado
RETIREMENT PLANNING JUN 03, 2013
Long-term care planning requires turning focus away from health

Advisers need to break through the "cognitive dissonance" of clients.

By Darla Mercado
RETIREMENT PLANNING JUN 02, 2013
As MetLife cuts, adviser ranks are thinning out fast

Insurer has axed 2,500 reps in the past year.

By Bruce Kelly
RETIREMENT PLANNING JUN 02, 2013
66 is magic number for retirement age

By Darla Mercado
RETIREMENT PLANNING JUN 02, 2013
Questions raised about Allied Beacon's financial health

By Bruce Kelly
MetLife VA income benefit melting, melting
RETIREMENT PLANNING MAY 31, 2013
MetLife VA income benefit melting, melting

Latest product features 4% withdrawal rates; can advisers do better on their own?

By Darla Mercado