Retirement Planning

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RETIREMENT PLANNING JAN 12, 2011
Seizing the 401(k) opportunity

Is it truly worth the time and effort to build a 401(k) practice — or expand your existing one?

By Jeff Masom
Vanguard pairing 401(k) investors with CFPs
RETIREMENT PLANNING JAN 10, 2011
Vanguard pairing 401(k) investors with CFPs

Participants in some 401(k) retirement plans managed by Vanguard Group Inc. now have access to advice from certified financial planners.

By Mark Bruno
RETIREMENT PLANNING JAN 09, 2011
The next frontiers in wealth management

As we enter the New Year, financial advisers are probably asking themselves about the strength of the recovery and whether their firm is positioned to capture new clients and talent

By Alvi Abuaf
RETIREMENT PLANNING JAN 06, 2011
Prudential latest to rev up hybrid LTC product

Like automobiles, the future of long-term-care insurance may lie in hybrids.

By Darla Mercado
MetLife halts sale of new long-term-care insurance
RETIREMENT PLANNING JAN 06, 2011
MetLife halts sale of new long-term-care insurance

MetLife Inc., the largest U.S. life insurer, will halt the sale of new long-term care coverage after citing “financial challenges” in the business.

By Mark Bruno
RETIREMENT PLANNING JAN 03, 2011
'Logistics issues' force NAPFA to relocate annual conference

The National Association of Personal Financial Advisors is moving its May national conference to Salt Lake City from Las Vegas, where it was originally scheduled.

By Jeff Benjamin
EQUITIES JAN 03, 2011
The 2011 Outlook

Financial advisers are upbeat about prospects for stocks in 2011, with many predicting that last year's broad market surge will continue into this year. That's what they're telling their clients, too.

By Mark Bruno
RETIREMENT PLANNING JAN 02, 2011
Shift in public pensions seen benefiting advisers

By Darla Mercado
EQUITIES DEC 30, 2010
Nearly 100 takeover targets for 2011, Morningstar says

Nimble investors could jump on some attractive acquisition candidates ahead of the unfolding 2011 takeover wave, according to the latest research from Morningstar Inc.

By Jeff Benjamin
RETIREMENT PLANNING DEC 30, 2010
Mariner buys CBIZ wealth business

The 24-employee unit will continue to work out of seven different cities

By Dan Jamieson
RETIREMENT PLANNING DEC 29, 2010
The most popular funds in the 401(k) market

The American Funds Growth Fund of America (AGTHX), Pacific Investment Management Co. LLC's Total Return Fund (PTTAX) and American Funds' EuroPacific Growth Fund (AEPGX) are the three most popular mutual funds in the 401(k) market, according to research being released today.

By Jessica Toonkel
Death tax could still be killed
RETIREMENT PLANNING DEC 21, 2010
Death tax could still be killed

Business groups, Republicans vow to dismantle the provision, piece by piece

By John Goff
U.S. public: Cut the deficit, but don't raise taxes or touch entitlements
RETIREMENT PLANNING DEC 21, 2010
U.S. public: Cut the deficit, but don't raise taxes or touch entitlements

When it comes to slimming budgetary excesses, Americans apparently don't subscribe to 'no pain, no gain'

By John Goff
EQUITIES DEC 20, 2010
The Power 20

Who will be the movers and shakers affecting the financial services industry in 2011?

By Mark Bruno
RETIREMENT PLANNING DEC 19, 2010
BAM buys 401(k) plan provider

BAM Advisor Services LLC, a turnkey asset management program, announced today that it is buying Advisors Access, a provider of 401(k) plans, from Capital Directions LLC, an advisory firm.

By Dan Jamieson
RETIREMENT PLANNING DEC 19, 2010

By MFXFeeder
Incite: Liberal foes of tax plan threaten middle class
RETIREMENT PLANNING DEC 17, 2010
Incite: Liberal foes of tax plan threaten middle class

Scuttling the Administration's tax proposal would hit average Americans squarely in the wallet; the fate of refundables?

By Bloomberg
RETIREMENT PLANNING DEC 17, 2010
Financial advisers fear possible rollover rules

Regulations may prohibit reps, providers from competing in the lucrative market

By Darla Mercado
RETIREMENT PLANNING DEC 14, 2010
Death tax gets new life

Democrats may not be happy with the Administration's plan to revive the levy, but there may not be much they can do about it. Here's how things shake out right now.

By Mark Schoeff Jr.
RETIREMENT PLANNING DEC 13, 2010
Special report: Lifestages

In the final installment of this four-part series, <i>InvestmentNews</i> examines how advisers' relationships with 75+ year-old clients is changing considerably.

By Mark Bruno