Retirement

Displaying 11717 results
RETIREMENT PLANNING DEC 08, 2009
Aim's Tyler Dann: Why health care sector is rife with opportunity

With Congress advancing its controversial 1,900-page health care reform legislation, Wall Street has pushed health care sector stocks into value territory, according to Tyler Dann, co-manager of the $4.8 billion Aim Charter Fund <a href=http://www.investmentnews.com/apps/pbcs.dll/section?q=chtrx&amp;INDA=1&amp;crit=&amp;SearchCategory=CHART%3BREG%3BFREE%3BSUB&amp;SearchProfile=1119&amp;x=47&amp;y=9&amp;symbol=&amp;targetURL=http%3A%2F%2Fwww.investmentnews.com%2Fapps%2Fpbcs.dll%2Fsection%3Fcategory%3Dstocklookup&amp;category=ETFLOOKUP&amp;searchType=etf>CHTRX</a>.

By Jeff Benjamin
RETIREMENT PLANNING DEC 08, 2009
Industry rails against claims the 401(k) should be "retired'

Providers of 401(k) plans have lambasted a critical article published Oct. 9 in Time magazine denouncing the 401(k) system.

By Bloomberg
LIFE INSURANCE AND ANNUITIES DEC 07, 2009
Federal insurance office gains in House, but clout limited

The House Financial Services Committee last Wednesday unanimously approved a bill that would create a federal insurance office within the Treasury Department.

By Sara Hansard
LIFE INSURANCE AND ANNUITIES DEC 07, 2009
SEC, Finra agree more clarity needed in regulation of life settlements

By Darla Mercado
LIFE INSURANCE AND ANNUITIES DEC 07, 2009
ACLI elects MetLife CEO C. Robert Henrikson as its chairman

The American Council of Life Insurers has elected C. Robert Henrikson, chairman and chief executive of MetLife Inc., as its 2010 chairman.

By Bloomberg
RIAS DEC 07, 2009
As insurers gain in wealth management race, hurdles remain high

In the long battle to position themselves as wealth managers, life insurance companies still have to prove to financial advisers that they can do more than sell annuities.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES DEC 07, 2009
Retirement income winners and losers

You wouldn't know it from the way most mutual fund companies and insurers are marketing their products today, but retirement income in all its dimensions is going to be the key driver of the financial and investment business for the next two decades at least.

By Evan Cooper
LIFE INSURANCE AND ANNUITIES DEC 07, 2009
TARP Czar: AIG bailout isn't start of larger program

The Treasury Department&#8217;s decision to increase its bailout package to AIG, doesn&#8217;t signal a larger effort to aid companies outside the banking sector.

By Bloomberg
LIFE INSURANCE AND ANNUITIES DEC 06, 2009
CLASS Act still alive in Senate

The debate over health care reform may be getting even more rancorous, but the Senate still aims to keep a provision that would create a government program for long-term care.

By Darla Mercado
RIAS DEC 06, 2009
Firm based in smaller market has eye on the wider world

In 1986, Thomas A. Muldowney was discouraged by what he was seeing in the financial services industry.

By Jessica Toonkel Marquez
RIAS DEC 06, 2009
New York asset manager a family firm in more ways than one

At 83, Robert B. Deans Jr. still comes into the office every day.

By Jessica Toonkel Marquez
RETIREMENT PLANNING DEC 06, 2009
A deep bench: Each client is served by a team, typically of 3 advisers, and has access to partners

It's very rare that an investor gets the expertise of an entire financial planning team, but at Budros Ruhlin &amp; Roe Inc., that's exactly what they get.

By Jessica Toonkel Marquez
RETIREMENT PLANNING DEC 06, 2009
Skewed IRA, 401(k) data present window for advisers

Government estimates about how much investors withdraw from their 401(k)s and IRAs are probably way off &#8212; maybe by hundreds of millions of dollars, according to a report published late last month by the Investment Company Institute.

By Jessica Toonkel Marquez
RIAS DEC 06, 2009
Serving the stewards is focus of firm with Christian clientele

Ronald Blue &amp; Co. LLC and its chief executive, Russ Crosson, have put their faith in charity.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES DEC 04, 2009
SunLife president eyeing acquisitions in the U.S.

Acquiring a life insurance company in the United States is an option that Sun Life Financial Inc. is willing to entertain, Jon Boscia, president of the Canadian financial services firm, said today.

By Bloomberg
TAX DEC 04, 2009
Family or employee succession planning

While succession planning involves many decisions and alternatives, there is one outcome that is always an either/or option: ownership of the practice will pass either to a family member or to an outsider.

By Art Auerbach
PRACTICE MANAGEMENT DEC 04, 2009
Planning for family, employee succession

Although succession planning involves many decisions and alternatives, there is one outcome that is always an either/or option: Ownership of the practice will pass either to a family member or to an outsider.

By Art Auerbach
LIFE INSURANCE AND ANNUITIES DEC 03, 2009
Swiss Re offers $75M catastrophe bond

Swiss Reinsurance Co. Ltd. today introduced a $75 million catastrophe bond, covering extreme mortality risks.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES DEC 03, 2009
Too-big-to-fail fund will lead to premium hikes, say insurers

Life insurers are concerned that legislation the House Financial Services Committee is likely to approve after Thanksgiving will increase costs substantially for the 28 carriers that have assets of more than $50 billion.

By Sara Hansard
LIFE INSURANCE AND ANNUITIES DEC 03, 2009
Insurers are leery of proposed federal watchdog but support Federal Insurance Office

Insurers with at least $10 billion in assets would be required to pay into a federal fund to cover the costs of resolving failures at financial services companies under legislation to be taken up next week by the House Financial Services Committee.

By Sara Hansard