Retirement Planning

Displaying 8408 results
Wealth managers demanding — and getting — huge salaries in Asia
RETIREMENT PLANNING NOV 10, 2011
Wealth managers demanding — and getting — huge salaries in Asia

Competition fierce as number of millionaires in Asia set to double by 2015; plenty of offers on the table

By John Goff
Thanks to economy, 80 — yes, 80 — is the new 65
RETIREMENT PLANNING NOV 09, 2011
Thanks to economy, 80 — yes, 80 — is the new 65

Survey shows many workers will have to stay on the job years longer before they can afford to retire

By John Goff
Despite earlier predictions, no pall at all over muni market
RETIREMENT PLANNING NOV 08, 2011
Despite earlier predictions, no pall at all over muni market

With yields matching, even surpassing comparable Treasuries, municipals suddenly big with advisers

By Jeff Benjamin
J.P. Morgan replacing retirement plan fund menu with portfolios
RETIREMENT PLANNING NOV 08, 2011
J.P. Morgan replacing retirement plan fund menu with portfolios

New approach divides fund offerings into a trio of goal-based portfolios

By Darla Mercado
GOP now talking taxes, but Dems say they're talking through their hats
RETIREMENT PLANNING NOV 08, 2011
GOP now talking taxes, but Dems say they're talking through their hats

Republicans OK with axing tax deductions for the rich, but marginal tax rates still a bone of contention

By John Goff
RETIREMENT PLANNING NOV 08, 2011
<font color=red>FPA Convention </font>What's the right age to take Social Security?

If the drawdown of assets is done properly, it's best to delay taking that government check.

By Bloomberg
RETIREMENT PLANNING NOV 08, 2011
Retirement experts clash over tax breaks for 401(k) plans

Some want to boost the deferral limit – others want to do away with it

By Darla Mercado
RETIREMENT PLANNING NOV 06, 2011
Special report: Tax planning

The lack of leaks is an indication that the panel has decided to refrain from fighting in the media and actually come to the table.

By Mark Bruno
Bam! President kicks it up a notch, goes after muni tax break
RETIREMENT PLANNING NOV 04, 2011
Bam! President kicks it up a notch, goes after muni tax break

White House seeks to limit interest income that can be sheltered; states, cities already lining up against proposal

By John Goff
RETIREMENT PLANNING NOV 02, 2011
United Capital to acquire $600M Peak Capital

United Capital Financial Advisers will acquire the assets of Peak Capital Investment Services – an advisory firm with $600 million in assets under management – executives revealed at the Schwab Impact Conference here in San Francisco today.

By InvestmentNews Staff
RETIREMENT PLANNING OCT 30, 2011
Top RIAs on the wealth business: What lies ahead

Evercore Wealth Management's Charles Ryan talks about his firm's recent growth an expansion -- and what lies ahead for the rest of 2011 and 2012. For more INTV with top RIAs, <a href=www.investmentnews.com/section/multimedia?playerType=INTV>click here.</a>

By Mark Bruno
Key death tax exclusion hinges on speedy filing
RETIREMENT PLANNING OCT 27, 2011
Key death tax exclusion hinges on speedy filing

'Portability' of unused exclusions only guaranteed if surviving spouse files estate tax return swiftly

By Liz Skinner
INcite: Want to create jobs? First cut capital gains taxes
RETIREMENT PLANNING OCT 26, 2011
INcite: Want to create jobs? First cut capital gains taxes

Along with jobs, raising taxes on the rich is one of things the Wall Street protesters feel strongly about, as Andrew Cuomo, the Democratic governor of New York, is learning all too well.

By Doug Cubberley
Federal refi program won't mean beans to many homeowners
RETIREMENT PLANNING OCT 26, 2011
Federal refi program won't mean beans to many homeowners

Despite easing of refinancing standards, home loans still tough to come by

By Liz Skinner
Chicago high-rise falls flat, marks largest muni default of the year
RETIREMENT PLANNING OCT 25, 2011
Chicago high-rise falls flat, marks largest muni default of the year

The Clare at Water Tower missed $229m payment this month

By John Goff
DOL: Back to square one on 'fiduciary'
RETIREMENT PLANNING OCT 25, 2011
DOL: Back to square one on 'fiduciary'

Controversial plan to expand definition yanked to allow more input, further economic analysis

By Bloomberg
World has “bigger problem” than in 2008, Black Swan author says
RETIREMENT PLANNING OCT 24, 2011
World has “bigger problem” than in 2008, Black Swan author says

Nassim Nicholas Taleb, author of the best-selling book &#8220;The Black Swan,&#8221; said the current global market turmoil is worse than it was in 2008 because countries such as the U.S. have larger sovereign-debt loads.

By Doug Cubberley
Millionaires, mass affluent bemoan markets but double down anyway
RETIREMENT PLANNING OCT 24, 2011
Millionaires, mass affluent bemoan markets but double down anyway

Pessimistic mass-affluent, millionaire investors are putting more money in play

By Bloomberg
Affluent doing just fine — but don't try telling them that
RETIREMENT PLANNING OCT 24, 2011
Affluent doing just fine — but don't try telling them that

Survey finds mass-affluent investors still gloomy as heck about their finances; 'not matching the reality of their situation'

By Lavonne Kuykendall
RETIREMENT PLANNING OCT 23, 2011
Special report: 2011 Industry Attitudes

This year's survey of advisers shows why some firms are flying high again - and also reveals where some advisers are holding back. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111018&amp;Category=FREE&amp;ArtNo=101809999&amp;Ref=PH>Most common reasons employees leave advisory firms</a>

By Mark Bruno