Unflinching optimism continues to dominate the outlook of the financial planning community, despite the gloomy forecast from the media, according to the latest quarterly research from Russell Investments
American workers' confidence in having enough money for a comfortable retirement dropped to its lowest level in more than 20 years, and an increasing number of employees now plan to work past 65
The move more than likely signals a shift from accumulation -- but without insurance lock-ins
Foundations, donor funds cite evidence that wallets are beginning to open
Clients not interested in re-balancing, saving more or devising a financial game plan, survey finds
Asset manager hires Robert Francis, former COO at B-D's retirement unit
IRS to wannabe tax-dodgers: 'Talk to the hand'
With college tuition reaching mind-boggling levels, economist Laurence Kotlifoff reexamines the ROI of higher education. What he discovers may explain why the guy who fixes your sink drives a better car than you do.
Senate's near-unanimous passage of law prohibiting such patents hailed as 'big step forward for taxpayers'; on to the House
Managers at smaller broker-dealers and LLPs have been on high alert ever since Treasury boss Timothy Geithner suggested changing the tax rules for pass-through entities.
Now that the Senate has approved a ban on patents for tax strategies, proponents are turning their focus to the House
Like a nagging cold, leakage from defined-contribution plans continues to bedevil plan sponsors and their providers
Internal Revenue boss tells Congress funding squeeze would curtail enforcement activity; 'informed and judicious cuts'
Going independent has never been easier, but there are still a host of issues to consider. This first installment of a four-part special report explores the ins-and-outs of starting your own practice.
A congressional leader sees a key role for investment advisers in his vision for reform of the retirement system
Service providers have an additional six months to prepare for plan fee disclosure regulations, and it seems that broker-dealers will need all that time
If taxpayers aren't jumping for joy over this year's Social Security tax reduction, it might be because they didn't even know that they were getting a tax break
Financial adviser training and compliance expenses could spike for broker-dealers of all sizes — and become especially burdensome to smaller firms — if the Labor Department applies its proposed fiduciary rule to individual retirement accounts, observers say.
Morningstar Inc. has updated its quarterly ranking of large target date fund groups, raising its rating on TIAA-CREF and MassMutual Retirement Services, while lowering its rating on Fidelity Investments
