Retirement

Displaying 11729 results
Skinning the cat: Lousy CD rates trigger big shift to shorter mortgages
RETIREMENT PLANNING JUL 05, 2011
Skinning the cat: Lousy CD rates trigger big shift to shorter mortgages

Rather than get stuck with paltry returns on money-market funds, some investors are putting their cash to better use: they're shifting into 15-year mortgages, saving big bucks in the process.

By John Goff
RETIREMENT PLANNING JUL 01, 2011
Health savings account balances rise in June

Balances in HSAs — tax-advantaged medical savings accounts — grew to some $11.7 billion in total assets, reflecting a 31% increase over last year.

By Darla Mercado
Some states rubber-stamping insurance rate hike requests, U.S. says
RETIREMENT PLANNING JUL 01, 2011
Some states rubber-stamping insurance rate hike requests, U.S. says

The U.S. will review health insurer requests to raise premiums for individuals and small businesses at least 10% in 10 states, ruling that local regulators aren't adequately policing rates.

By Doug Cubberley
VA customers don't read prospectuses — and at 200 pages, who can blame them?
LIFE INSURANCE AND ANNUITIES JUL 01, 2011
VA customers don't read prospectuses — and at 200 pages, who can blame them?

A new report finds that VA customers don't read prospectuses — and with the some of the documents running upwards of 200 pages, it's easy to understand why.

By Darla Mercado
Finra to revamp market examination process for broker-dealers
LIFE INSURANCE AND ANNUITIES JUL 01, 2011
Finra to revamp market examination process for broker-dealers

Finra will take a data-centric approach to performing market exams, pulling reams of information from broker-dealers, insurance companies and clearing firms.

By Darla Mercado
RETIREMENT PLANNING JUL 01, 2011
AARP refutes reports that it has kowtowed to Social Security cuts

The AARP has refuted an article in today's Wall Street Journal saying the organization had a change of heart after internal debates and had decided that it would accept benefit cuts to the massive entitlement program.

By Darla Mercado
Jackson National seen 'tapping' — not slamming — brakes in latest VA deceleration
LIFE INSURANCE AND ANNUITIES JUL 01, 2011
Jackson National seen 'tapping' — not slamming — brakes in latest VA deceleration

Closing of funds to investors suggests carrier's plan to slow variable annuity sales will be less aggressive than first thought; 'quite modest'

By Bloomberg
Obama's grounding of corporate-jet tax break would save only $3B
REGULATION AND LEGISLATION JUN 30, 2011
Obama's grounding of corporate-jet tax break would save only $3B

Depreciation schedule on the President's radar; aviation industry feeling 'singled out'

By John Goff
B-Ds ought to review standards of conduct, supervisory procedures for VA sales: Finra lawyer
LIFE INSURANCE AND ANNUITIES JUN 30, 2011
B-Ds ought to review standards of conduct, supervisory procedures for VA sales: Finra lawyer

Finra's variable annuity suitability rule should be old news to broker-dealers, but firms that want to steer clear of an arbitration land mine ought to review their procedures.

By Darla Mercado
RIAS JUN 30, 2011
Jackson pares funds to curb VA liability

By Darla Mercado
Elder financial fraud claiming nearly $3B
RIAS JUN 29, 2011
Elder financial fraud claiming nearly $3B

Ah, retirement. Golf. Cruises. Leisurely walks. And getting financially abused by family members, strangers and businesses.

By Liz Skinner
RETIREMENT PLANNING JUN 29, 2011
Retirement savings tax breaks targeted

By Mark Schoeff Jr.
Lawmakers look to tighten the 401(k) tap
RETIREMENT PLANNING JUN 29, 2011
Lawmakers look to tighten the 401(k) tap

Aim to get rid of debit cards for the retirement plan, reduce number of loans workers can take

By John Goff
RIAS JUN 28, 2011
Advisers prepare for end of Jackson variable annuity bonanza

News that Jackson National Life Insurance Co. will curtail sales of its popular variable annuity products — likely by limiting investments — has financial advisers on the lookout for the next best thing and its competitors waiting with open arms for an expected uptick in sales

By Darla Mercado
Jackson National's VA sales will be dialed back by parent
LIFE INSURANCE AND ANNUITIES JUN 28, 2011
Jackson National's VA sales will be dialed back by parent

Variable annuity sales at Jackson National Life Insurance have been surging -- so much so that parent company, Britain's Prudential, has deciced to dial back on the product. Yes, you read that right.

By Darla Mercado
RIAS JUN 28, 2011
QA3 tangles with insurer over private-placement coverage

<a href=http://www.investmentnews.com/apps/pbcs.dll/section?category=datajoe&amp;djoPage=summary&amp;issuedate=20100423&amp;sid=BD0426&amp;djoProjId=10994&amp;djoRecordId=290006>QA3 Financial Corp.</a>, an independent broker-dealer that was a leading seller of high-risk private placements over the last decade, in a recent lawsuit said its insurance carrier was pushing it into bankruptcy by failing to back up its coverage.

By Bruce Kelly
LIFE INSURANCE AND ANNUITIES JUN 27, 2011
N.Y. Life shows its pride

In time for Gay Pride Month, New York Life Insurance Co. has launched a LGBT channel on its website to address financial and estate-planning needs unique to the lesbian, gay, bisexual and transgender community

By Jana Kasperkevic
'Lost Decade' for many U.S. cities looms as job growth stagnates
RETIREMENT PLANNING JUN 27, 2011
'Lost Decade' for many U.S. cities looms as job growth stagnates

A quarter of America's metropolitan areas have jobless rates of 10% or more, above the national average, and many won't see jobs return to pre-recession levels for years.

By Doug Cubberley
John Hancock introduces retirement plan fiduciary program for advisers
RETIREMENT PLANNING JUN 26, 2011
John Hancock introduces retirement plan fiduciary program for advisers

John Hancock's new fiduciary program for high-end advisers beats coming regulation to the punch

By Darla Mercado
GAO pans financial literacy programs
RIAS JUN 26, 2011
GAO pans financial literacy programs

A federal certification would strain resources; some simple approaches help

By Bloomberg