Retirement

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No guarantees, but life insurers look set for revival in 2012
LIFE INSURANCE AND ANNUITIES DEC 27, 2011
No guarantees, but life insurers look set for revival in 2012

Low interest rates seen as manageable; stock prices 'beaten down to ridiculous levels'

By Darla Mercado
RIAS DEC 27, 2011
VA carriers hunkering down

By Darla Mercado
Allianz Life names new CEO
LIFE INSURANCE AND ANNUITIES DEC 23, 2011
Allianz Life names new CEO

Walter White takes helm of U.S. ops, arrives with brokerage expertise

By Darla Mercado
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
LIFE INSURANCE AND ANNUITIES DEC 21, 2011
Aon survey: Slowdown still No. 1 risk

An economic slowdown remains the No. 1 risk facing businesses, according to Aon Corp.'s biennial Global Risk Management Survey of global risk managers and chief financial officers

By Mike Tsidoudakis
LIFE INSURANCE AND ANNUITIES DEC 20, 2011
Exit, stage left

Sun Life's recent exit from the variable annuity business is just the latest sign that carriers aren't thrilled by the risks such long-term investments carry. With several insurers backing out of the business, and others reining in benefits and raising prices, 2011 may go down as the year of the vanishing VA | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110912&amp;Category=FREE&amp;ArtNo=912009999&amp;Ref=PH?>Advisers favorite VA providers &amp;raquo;</a>

By John Goff
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
Judge kills Pru motion to toss death benefit suits
LIFE INSURANCE AND ANNUITIES DEC 20, 2011
Judge kills Pru motion to toss death benefit suits

Carrier being sued for allegedly retaining life insurance payouts, pocketing the float

By Darla Mercado
LIFE INSURANCE AND ANNUITIES DEC 20, 2011
States' probe of death benefit payouts could spawn regs

A continuing three-year, 35-state investigation into the practices by which life insurers pay death benefits may spawn more-stringent requirements for locating beneficiaries

By Darla Mercado
TAX DEC 18, 2011
Corporate tax reform could hurt advisers

By Mark Schoeff Jr.
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
RIAS 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