Retirement

Displaying 11706 results
RETIREMENT PLANNING FEB 13, 2012
Fee decline in target date funds likely to persist

Target date fund fees have been declining year by year and basis point by basis point, and more cuts seem likely

By Robert Steyer
LIFE INSURANCE AND ANNUITIES FEB 12, 2012
White's "hot' pitch

By Bloomberg
Wealthy clients on FaceBook deal: Z-z-z-z-z ...
RETIREMENT PLANNING FEB 12, 2012
Wealthy clients on FaceBook deal: Z-z-z-z-z ...

Many passing up what's seen as risky, over-hyped bet; don't want to be 'the last money in'

By John Goff
State of disunion: Obama backs wealth tax, GOP fires back
REGULATION AND LEGISLATION FEB 10, 2012
State of disunion: Obama backs wealth tax, GOP fires back

President calls for implementation of Buffett rule; gridlock more likely

By Bloomberg
Is swimming phenom smart to turn down pool of cash?
RETIREMENT PLANNING FEB 10, 2012
Is swimming phenom smart to turn down pool of cash?

World aghast that Missy Franklin clings to amateur standing, but sports agent says the move could pay off in the long run

By Lavonne Kuykendall
Interest in Romney's carried interest compounding
REGULATION AND LEGISLATION FEB 09, 2012
Interest in Romney's carried interest compounding

Opponents -- both Dems and Republicans -- pouncing on front-runner's low tax rate; 'terrible blunder'

By John Goff
How to put clients' retirement dreams back together again
RETIREMENT PLANNING FEB 09, 2012
How to put clients' retirement dreams back together again

Three advisers offer advice about rebuilding shattered nest eggs -- and hopes

By John Goff
Buffett on Romney's taxes: Blame Congress, not candidate
REGULATION AND LEGISLATION FEB 09, 2012
Buffett on Romney's taxes: Blame Congress, not candidate

Carried-interest break Washington's fault, Oracle says; 'the wrong policy to have'

By John Goff
Santorum's tax plan would add $1.3T to deficit, study finds
RIAS FEB 09, 2012
Santorum's tax plan would add $1.3T to deficit, study finds

Plenty of cuts 'but doesn't get rid of anything to help pay for that,' says Tax Policy Center

By John Goff
REGULATION AND LEGISLATION FEB 09, 2012
Advisers see Romney as centrist most likely to unseat Obama

Mitt Romney may have trouble convincing some Republicans of his conservative bona fides, but his emergence as the GOP presidential front-runner is just fine with investment advisers, many of whom think that he has the best chance of beating President Barack Obama.

By Mark Schoeff Jr.
REGULATION AND LEGISLATION FEB 09, 2012
Romney tax plan more deficit booster than deficit buster: Study

A new study by the non-partisan Tax Policy Center shows that Mitt Romney's tax plan would add $600 billion to the government shortfall.

By John Goff
Insurer-owned indie B-Ds going the way of VHS?
LIFE INSURANCE AND ANNUITIES FEB 09, 2012
Insurer-owned indie B-Ds going the way of VHS?

Once the dominant player in the industry, carriers seeing reps exit; consolidation puts squeeze on

By Bruce Kelly
Life settlement notes turn out to be killer for Tex reps
LIFE INSURANCE AND ANNUITIES FEB 07, 2012
Life settlement notes turn out to be killer for Tex reps

Pair of brokers in Lone Star state suspended for selling bogus promissory notes from now-defunct National Life Settlements; 'We were fooled'

By Darla Mercado
RETIREMENT PLANNING FEB 07, 2012
Romney's IRA holdings pique interest

By Bloomberg
Investment pros see Romney's tax break as welfare for the Mitt
REGULATION AND LEGISLATION FEB 07, 2012
Investment pros see Romney's tax break as welfare for the Mitt

Survey finds little support for carried interest income treatment; 'scream bloody murder'

By John Goff
Plan advisers want cost info first when talking to wholesalers
RIAS FEB 07, 2012
Plan advisers want cost info first when talking to wholesalers

Retirement plan advisers are most interested about fees and expenses when talking to fund wholesalers.

By Bloomberg
RETIREMENT PLANNING FEB 07, 2012
Eyes on college, not the cash

By Lavonne Kuykendall
Bridgewater, AQR take aim at DC assets
RETIREMENT PLANNING FEB 07, 2012
Bridgewater, AQR take aim at DC assets

Alternative investment managers Bridgewater Associates and AQR Capital Management are turning their attention to the defined contribution plan market with tweaks to their strategies.

By Christine Williamson
TAX FEB 05, 2012
Taxability of frequent-flyer miles up in the air

By Bloomberg
ALTERNATIVES FEB 05, 2012

By MFXFeeder