Retirement Planning

Displaying 7959 results
Thirty-year fixed still fixed below 4%
RETIREMENT PLANNING DEC 27, 2011
Thirty-year fixed still fixed below 4%

Eight straight weeks home loans have hovered around record lows; should client's refi?

By John Goff
RETIREMENT PLANNING DEC 27, 2011
10 cities where home prices are still skidding

By John Goff
For plan sponsors, check's in the mail — but nobody's home
RETIREMENT PLANNING DEC 23, 2011
For plan sponsors, check's in the mail — but nobody's home

Getting uncashed benefit checks to ex-employees a growing problem; death a bigger complication

By John Goff
Data dump bigger burden on retirement plan advisers
RETIREMENT PLANNING DEC 23, 2011
Data dump bigger burden on retirement plan advisers

Required disclosures mean advisers can easily benchmark performance; onus on advisers to prod stragglers to do better

By Darla Mercado
Paging Willie Sutton: English butlers making a beeline to China
RETIREMENT PLANNING DEC 20, 2011
Paging Willie Sutton: English butlers making a beeline to China

Placement agencies can't keep up with demand; new clients 'sitting on piles of money'

By John Goff
Mortgage rates surge, now at 'extremely low levels'
RETIREMENT PLANNING DEC 20, 2011
Mortgage rates surge, now at 'extremely low levels'

Thirty-year fixed back to 4%; move away from Treasuries could hike rates further

By John Goff
RETIREMENT PLANNING DEC 20, 2011
With new rule, DOL nixes additional fees for 401(k) advisers

The Labor Department has finalized a rule aimed at deterring financial advisers from receiving additional compensation based on the funds they choose for retirement plans

By Darla Mercado
Labor Department, SEC coordinate on participant 401(k) fee disclosures
RETIREMENT PLANNING DEC 20, 2011
Labor Department, SEC coordinate on participant 401(k) fee disclosures

The Labor Department and the SEC agree on fee disclosures.

By Darla Mercado
Affluent anxious about retirement, too, Wells Fargo finds
RETIREMENT PLANNING DEC 16, 2011
Affluent anxious about retirement, too, Wells Fargo finds

Affluent investors are just as anxious about having enough money to retire as everyone else.

By Evan Cooper
Morningstar cuts ratings on DWS, Schwab target date series
RETIREMENT PLANNING DEC 16, 2011
Morningstar cuts ratings on DWS, Schwab target date series

Cites lack of performance at LifeCompass, lack of continuity at Schwab Target

By Darla Mercado
Meredith Whitney 'not even close' as muni defaults down 60%
RETIREMENT PLANNING DEC 16, 2011
Meredith Whitney 'not even close' as muni defaults down 60%

So far, star analyst's prediction of disaster for tax-exempt sector way off the mark; other made similar forecasts

By John Goff
Economy outperforming economists
RETIREMENT PLANNING DEC 15, 2011
Economy outperforming economists

Dire predictions off the mark as key indicators continue to surprise; 'missing the underlying strength'

By John Goff
RIA NEWS DEC 15, 2011
Atlanta: Wealth management prospects down, but not out

A bit of Southern hospitality mixed with big-city benefits has helped Atlanta remain an ideal place to build a wealth management business, even though it is still recovering from an economic downturn.

By Liz Skinner
Parents hazed as cost of state schools soars
RETIREMENT PLANNING DEC 15, 2011
Parents hazed as cost of state schools soars

Tuition and fees skyrocket as cash-strapped legislatures look to fill budget gaps

By John Goff
California to close adviser-sold 529 plan after failing to find program manager
RETIREMENT PLANNING DEC 15, 2011
California to close adviser-sold 529 plan after failing to find program manager

California is closing its adviser-sold Section 529 college savings plan and folding its $283 million in assets into the state's much larger direct-sold plan, after failing to find a company to manage the adviser-sold plan.

By Liz Skinner
Who loses if second home mortgages are no longer deductible?
RETIREMENT PLANNING DEC 13, 2011
Who loses if second home mortgages are no longer deductible?

The proposed elimination of the mortgage-interest tax deduction for second homes will smack a number of states. Here's a look at how each state will fare -- and the additional amount homeowners could pay Uncle Sam. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20111025&amp;Kategori=FREE&amp;Lopenr=102509999&amp;Ref=PH>The best-performing housing markets</a>

By Barry Glassman
This state the capital of income inequality
RETIREMENT PLANNING DEC 12, 2011
This state the capital of income inequality

Connecticut has highest per capita income, but plenty of poor folks; solidly middle class now 'solidly hurting'

By John Goff
RETIREMENT PLANNING DEC 11, 2011
Boomers roll the dice, skip meds to make ends meet

Falling investment returns, rising costs of necessities has pre-retirees cutting back on prescriptions, skipping doctors' appointments, study finds

By Bloomberg
Europe will avoid disaster, but only barely: Barclays Wealth CIO
RETIREMENT PLANNING DEC 09, 2011
Europe will avoid disaster, but only barely: Barclays Wealth CIO

Europe will muddle through its financial crisis but is unlikely to craft an enduring solution to calm volatile investment markets.

By Andrew Osterland
Bernanke does muni investors a solid
RETIREMENT PLANNING DEC 08, 2011
Bernanke does muni investors a solid

Fed's low-interest-rate policy making tax-exempt debt very attractive, say portfolio managers; 'renewed confidence'

By Bloomberg