Retirement

Displaying 11729 results
LIFE INSURANCE AND ANNUITIES JUN 07, 2011
Jackson National to decelerate VA juggernaut

Jackson National has announced it will attempt to slow down sales of it sgenerous variable annuity contracts. How it plans on going about this is another proposition.

By Darla Mercado
RETIREMENT PLANNING JUN 06, 2011
And you think your kid's private school is expensive

Tuition at Leysin American School in the Swiss Alps is $72K a year, but at least the skiing's good

By Bloomberg
RIAS JUN 06, 2011
Rockefeller snags ex-Goldman exec as new CEO

Ten months after the death of its former chief executive, wealth management firm Rockefeller Financial today hired Reuben Jeffery III, a former government official and Goldman Sachs' executive, as its chief executive.

By Hilary Johnson
REGULATION AND LEGISLATION JUN 05, 2011
ASPPA: Funds lost to retirement plan tax breaks overstated

Federal revenue losses due to tax breaks for retirement savings plans are being greatly exaggerated, according to a group that is urging Congress not to eliminate so-called retirement tax expenditures

By Mark Schoeff Jr.
FIXED INCOME JUN 05, 2011
BNY Mellon: Plans to tax munis won't fly

By Bloomberg
BondView to run the rule over muni bond funds
RETIREMENT PLANNING JUN 03, 2011
BondView to run the rule over muni bond funds

Muni bond transparency isn't very transparent. Indeed, making sense of muni bond funds can be an exercise in frustration. Now, a new rating system may clear things up a bit.

By Jessica Toonkel
Annuity fees a turnoff for clients and advisers
RETIREMENT PLANNING JUN 03, 2011
Annuity fees a turnoff for clients and advisers

Products are 'difficult to assess,' commission-based distribution seen as a problem

By Lavonne Kuykendall
VA-voom! U.S. variable annuity sales up 24%
LIFE INSURANCE AND ANNUITIES JUN 02, 2011
VA-voom! U.S. variable annuity sales up 24%

By Doug Cubberley
76-year-old Texas insurance agent gets 15 years for fraud
LIFE INSURANCE AND ANNUITIES MAY 31, 2011
76-year-old Texas insurance agent gets 15 years for fraud

Stole $7M from elderly clients; will get out of prison when he's 91

By Darla Mercado
Dear client: Your home is worth less than you think
RETIREMENT PLANNING MAY 31, 2011
Dear client: Your home is worth less than you think

Home prices in the second quarter fell nearly six percent from the previous year. That's bad news for clients looking to sell right now.

By John Goff
American dream on life support as U.S. moves to 'rentership society'
RETIREMENT PLANNING MAY 31, 2011
American dream on life support as U.S. moves to 'rentership society'

Homeownership rate now below 60%; opportunity for real estate investors?

By John Goff
Most expensive state for mortgage closing? Fuhgettaboudit
RETIREMENT PLANNING MAY 31, 2011
Most expensive state for mortgage closing? Fuhgettaboudit

New York tops the list, according to latest data; average cost up, Dodd-Frank blamed

By John Goff
Jeter fan spurns $250K collectible, gives back milestone ball
RETIREMENT PLANNING MAY 31, 2011
Jeter fan spurns $250K collectible, gives back milestone ball

'Mr. Jeter deserved it,' said Christian Lopez, who snagged Yankees' 3,000 hit; a valuable piece of baseball history

By John Goff
Biggest quarterly sell-off of munis since 1995
RETIREMENT PLANNING MAY 31, 2011
Biggest quarterly sell-off of munis since 1995

Fund firms, individuals cut back dramatically on holdings of tax-exempt debt

By John Goff
RIAS MAY 31, 2011
GOP, Dems on surprising sides of means-testing clash

You had to figure the issue of means testing for entitlement programs would split Republicans and Democrats. And it has -- just not the way you'd think.

By John Goff
LIFE INSURANCE AND ANNUITIES MAY 31, 2011
Tax reform delays don't slow efforts to educate Hill

Even though the conventional wisdom in Washington is that Congress won't get around to major tax reform until after the presidential election, financial and insurance companies, and adviser groups are working feverishly to build the foundation for that policy battle

By Mark Schoeff Jr.
Where the world's wealthiest clients are — and will be
RIAS MAY 31, 2011
Where the world's wealthiest clients are — and will be

The cumulative wealth of the world's richest households will more than double, to $202 trillion over the next ten years, according to a study conducted by the Deloitte Center for Financial Services and Oxford Economics.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAY 29, 2011
This insurer's stock price could rise 32% in the next year, says Bank of America

AIG shares vastly undervalued, analyst says; specter of government ownership still a turn-off

By John Goff
LIFE INSURANCE AND ANNUITIES MAY 27, 2011
MetLife's marketing of asset accounts 'deceptive,' judge says

Case against insurer dismissed, but wording in ruling likely to trigger more litigation, regulatory probes

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAY 27, 2011
MassMutual, The Hartford skip retained accounts, cut checks for beneficiaries

Insurers among the few that buck industry trend of sending survivors checkbooks -- rather than lump-sum checks

By Bloomberg