In the aftermath of a suit filed by Massachussets, LPL has reined in sales of nontraditional mutual funds.
But critics question whether younger workers should even be buying annuities
After Madison Dearborn deal, Douglas Hammond takes over.
A weak year for the IBD channel accentuated the value of steady income
Study finds people happier with lower return and guarantee than higher return only.
Advisers mostly against the idea, calling limits 'counterproductive.'
The idea may be theoretically interesting, but it is too complex and practically unworkable
Alternative benchmark would close 25% of 75-year shortfall.
Mary Beth Franklin looks at the Government Pension Offset, which can can turn retirement planning upside down.
Latest suit claims he violated ERISA in alleged $3.2 million theft from retirement plans
Giant pension fund retained Hutcheson last year to help with vetting of advisers; terminated contract in four months
Tax experts just getting their hands around wrinkle in 2012 tax law.
Rich hit by double-whammy of higher taxes, capped exemptions; advisers smacked, too
Bid to lower exemption after January deal unexpected; advisers sitting tight for now.
Insurer failed to disclose to retirement plan clients that it kept investment gains related to late trades.