Retirement Planning

Displaying 8408 results
RETIREMENT PLANNING JUN 16, 2013
Former CFO of a Thompson REIT slapped for weak due diligence

By Bruce Kelly
Are retirees holding too many bonds?
RETIREMENT PLANNING JUN 15, 2013
Are retirees holding too many bonds?

Don't overlook Social Security, Bogle warns; 'greatest fixed income'.

By Jason Kephart
RETIREMENT PLANNING JUN 14, 2013
Social Security rules for divorced spouses

By Mary Beth Franklin
RETIREMENT PLANNING JUN 13, 2013
Why we need to fix Social Security now

The longer we wait, the more painful the solutions will be.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 13, 2013
Mary Beth Franklin: How to mesh Social Security disability and retirement strategies

Claiming strategies for married couples to get the most bang from the government's buck.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 12, 2013
Regulators warn about selling — or buying — pensions

SEC and Finra urge caution when buying or selling pensions, citing fears of extensive and unexpected costs.

By Darla Mercado
RETIREMENT PLANNING JUN 12, 2013
'Catch Me If You Can' con artist warns about scams targeting seniors

Frank Abagnale says more education — not regulation — is needed to protect elderly; '4,000 times easier'

By Liz Skinner
RETIREMENT PLANNING JUN 12, 2013
Seniors can't make head or tails of alphabet soup

America's oldest citizens don't have an effective way to choose a financial adviser they can trust, and are confused by the alphabet soup of certifications that claim to be focused on seniors.

By Liz Skinner
Survey reveals alarming rise in financial abuse of the elderly
RETIREMENT PLANNING JUN 12, 2013
Survey reveals alarming rise in financial abuse of the elderly

Seen as bigger problem than in the past; 'much worse'

By Mark Schoeff Jr.
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
RETIREMENT PLANNING 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