In the rush of year-end activity, it's important not to forget your IRA-related to-do list. The following are some of the most overlooked year-end items.
A combination of equity market volatility and slumping interest rates pushed sales of fixed indexed annuities in the third quarter to a new high, according to data from LIMRA and AnnuitySpecs.com.
Retirement funds have recouped losses from 2008 market crash; 2010 funds up 5% from 2007
Survey reveals deep mistrust of equity markets; a third of respondents fully in cash
The uncertainty of the Social Security system is making retirement's three-legged stool a bit wobbly.
Ron Carson, LPL Financial Corp.'s most prominent financial adviser, seeks to create a national wealth management franchise, joining the fray with other noted investment advisers desiring a national footprint.
Nervously await Deficit Commission report on the inside build-up of insurance products
MetLife Inc.'s decision to stop writing new long-term-care insurance should be viewed as a positive event, according to Moody's Investor Services.
Affording health care during retirement remains the No. 1 concern of working Americans, according to a new survey from Edward Jones.
Tougher regulation in the 401(k) marketplace is driving “dabblers” out of the plan advisory business, according to an industry executive.
Deep job losses from the Great Recession, combined with dried-up job markets, have created a class of “accidental entrepreneurs” — people who start businesses because they have few other options.
Financial advisers are bulking up their resources — and bracing for client complaints — as they prepare for the Jan. 1 deadline to begin complying with new cost basis rules.
Instead of fighting with advisers over the estimated $1.5 trillion in 401(k) rollover assets, record keepers may want to work with them.
Generally speaking, financial advisers aren't exactly overjoyed when one of their industry associations raises its dues
Moody's Investors Service late yesterday downgraded John Hancock Life Insurance Co. (USA)'s insurance financial strength ratings, citing problems in the carrier's long-term-care insurance business.
The wealthiest investors in the U.S. put less of their holdings into structured products than the less affluent, according to a study commissioned by the Securities Industry and Financial Markets Association.
A one-two punch of tougher annuity regulations and low interest rates will continue to force insurers to rethink their fixed-annuity operations — and push some out of the market altogether — experts predict
After seeing their retirement savings devastated by the financial crisis, Americans may be more open to annuities as a way to ensure an income stream and protect against market downturns, according to an insurance industry leader.
