Retirement

Displaying 11717 results
RETIREMENT PLANNING FEB 26, 2009
Fearing low turnout, FPA cuts conference fee

The Financial Planning Association has lowered the registration fee for one of its upcoming conferences in light of the downturn in the economy.

By Bloomberg
RETIREMENT PLANNING FEB 26, 2009
Fidelity: Matching contributions key to 401(k) participation

By Bloomberg
RIAS FEB 26, 2009
Phillies send relief for lefty pitcher

The World Series champion Phillies are relieving one of their pitchers, whose cash is frozen in the wake of the alleged $8 billion fraud committed by R. Allen Stanford.

By D Hampton
LIFE INSURANCE AND ANNUITIES FEB 25, 2009
Bernanke backs optional fed charter for insurance

Federal Reserve Chairman Ben Bernanke today backed the idea of creating an optional federal charter for insurance.

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 25, 2009
Advisers want more-understanding wholesalers

Financial advisers, already overwhelmed with frazzled clients, want more understanding from their wholesalers.

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 25, 2009
More boomers buying long term care insurance

The age of long term care insurance purchasers continues to skew downward as more baby boomers buy policies.

By Bloomberg
RETIREMENT PLANNING FEB 25, 2009
Advisers, adopt Obama’s tone

By Bloomberg
RETIREMENT PLANNING FEB 25, 2009
Financial planning is art: Techies

While financial planning software has helped streamline operations, experts encourage advisers to keep the client experience in mind.

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 25, 2009
Chubb settles Mass. kickback case

By Bloomberg
ALTERNATIVES FEB 24, 2009
Paying off a mortgage

A client wants to pay off his mortgage with a retirement account distribution and is wondering about the short- and long-term financial ramifications.

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 24, 2009
Regulators anticipate new rules for insurers

By Bloomberg
RETIREMENT PLANNING FEB 24, 2009
Today’s worst funds will be tomorrow’s best, analyst says

When combing through new investment ideas, advisers would be wise not to ignore mutual funds and separate-account strategies at the bottom of the heap.

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 24, 2009
Ratings downgrades coming for insurers: Fitch

Hard times are on the horizon for insurers as commercial mortgage exposure haunts carriers and capital levels shrink, according to Fitch.

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 24, 2009
MetLife, Axa bid for AIG’s life unit

Insurers have begun bidding for American Life Insurance Co., the life insurance unit of American International Group Inc.

By Bloomberg
RETIREMENT PLANNING FEB 23, 2009
Fewer Americans saving for retirement, survey says

A declining percentage of Americans believe they are saving enough for retirement, according to a survey released today by the Consumer Federation of America.

By Bloomberg
RETIREMENT PLANNING FEB 23, 2009
Richest 401(k) participants hit hardest

While all 401(k) investors have sustained significant losses in the last year, no one has suffered more than the wealthiest 401(k) participants.

By Bloomberg
RETIREMENT PLANNING FEB 23, 2009
Presenting retirement services to targeted companies

The challenge: Because of the increase in corporate layoffs, retirement plan rollovers are becoming bigger than ever.

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 22, 2009
Low rates, market volatility increase VA costs

Investors' concerns about negative market returns are likely to create a greater demand for guaranteed products such as variable annuities, but the downturn in the markets has changed the insurers' cost of managing the hedging risk of VAs.

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 22, 2009
Despite problems, advisers are upbeat about VAs

Advisers may complain about variable annuities, but most still endorse the product.

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 22, 2009
Eric R. Dinallo

As this year's returning chairman of the NAIC's Life Insurance and Annuities (A) Committee, Eric R. Dinallo's priorities are making sure that consumers are protected while helping carriers steer a course through choppy economic waters.

By Bloomberg