Retirement

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Paging Willie Sutton: English butlers making a beeline to China
RETIREMENT PLANNING DEC 20, 2011
Paging Willie Sutton: English butlers making a beeline to China

Placement agencies can't keep up with demand; new clients 'sitting on piles of money'

By John Goff
Mortgage rates surge, now at 'extremely low levels'
RETIREMENT PLANNING DEC 20, 2011
Mortgage rates surge, now at 'extremely low levels'

Thirty-year fixed back to 4%; move away from Treasuries could hike rates further

By John Goff
RETIREMENT PLANNING DEC 20, 2011
With new rule, DOL nixes additional fees for 401(k) advisers

The Labor Department has finalized a rule aimed at deterring financial advisers from receiving additional compensation based on the funds they choose for retirement plans

By Darla Mercado
Labor Department, SEC coordinate on participant 401(k) fee disclosures
RETIREMENT PLANNING DEC 20, 2011
Labor Department, SEC coordinate on participant 401(k) fee disclosures

The Labor Department and the SEC agree on fee disclosures.

By Darla Mercado
Judge kills Pru motion to toss death benefit suits
LIFE INSURANCE AND ANNUITIES DEC 20, 2011
Judge kills Pru motion to toss death benefit suits

Carrier being sued for allegedly retaining life insurance payouts, pocketing the float

By Darla Mercado
LIFE INSURANCE AND ANNUITIES DEC 20, 2011
States' probe of death benefit payouts could spawn regs

A continuing three-year, 35-state investigation into the practices by which life insurers pay death benefits may spawn more-stringent requirements for locating beneficiaries

By Darla Mercado
TAX DEC 18, 2011
Corporate tax reform could hurt advisers

By Mark Schoeff Jr.
Affluent anxious about retirement, too, Wells Fargo finds
RETIREMENT PLANNING DEC 16, 2011
Affluent anxious about retirement, too, Wells Fargo finds

Affluent investors are just as anxious about having enough money to retire as everyone else.

By Evan Cooper
Morningstar cuts ratings on DWS, Schwab target date series
RETIREMENT PLANNING DEC 16, 2011
Morningstar cuts ratings on DWS, Schwab target date series

Cites lack of performance at LifeCompass, lack of continuity at Schwab Target

By Darla Mercado
Meredith Whitney 'not even close' as muni defaults down 60%
RETIREMENT PLANNING DEC 16, 2011
Meredith Whitney 'not even close' as muni defaults down 60%

So far, star analyst's prediction of disaster for tax-exempt sector way off the mark; other made similar forecasts

By John Goff
Economy outperforming economists
RETIREMENT PLANNING DEC 15, 2011
Economy outperforming economists

Dire predictions off the mark as key indicators continue to surprise; 'missing the underlying strength'

By John Goff
RIAS DEC 15, 2011
Atlanta: Wealth management prospects down, but not out

A bit of Southern hospitality mixed with big-city benefits has helped Atlanta remain an ideal place to build a wealth management business, even though it is still recovering from an economic downturn.

By Liz Skinner
Parents hazed as cost of state schools soars
RETIREMENT PLANNING DEC 15, 2011
Parents hazed as cost of state schools soars

Tuition and fees skyrocket as cash-strapped legislatures look to fill budget gaps

By John Goff
California to close adviser-sold 529 plan after failing to find program manager
RETIREMENT PLANNING DEC 15, 2011
California to close adviser-sold 529 plan after failing to find program manager

California is closing its adviser-sold Section 529 college savings plan and folding its $283 million in assets into the state's much larger direct-sold plan, after failing to find a company to manage the adviser-sold plan.

By Liz Skinner
LIFE INSURANCE AND ANNUITIES DEC 14, 2011
Hartford sells private-placement ops

By Darla Mercado
RIAS DEC 14, 2011
VA charge hits ING hard

A hefty charge that ING Groep NV will take on its American variable annuity business appears to be a mixed blessing for investors hoping to snap up shares of the company's insurance unit once it makes its public debut.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES DEC 14, 2011
Allianz Preferred perks strike nerve with agents

A new Allianz Life distribution program -- one that rewards top indexed-annuity sellers with exclusive products -- is ruffling feathers among agents and marketing groups

By Darla Mercado
Second home tax break could be first casualty of deficit wars
TAX DEC 13, 2011
Second home tax break could be first casualty of deficit wars

Advisers say mortgage interest deduction makes for an easy target for politicians; could hurt middle class more than rich, though

By Jeff Benjamin
Who loses if second home mortgages are no longer deductible?
RETIREMENT PLANNING DEC 13, 2011
Who loses if second home mortgages are no longer deductible?

The proposed elimination of the mortgage-interest tax deduction for second homes will smack a number of states. Here's a look at how each state will fare -- and the additional amount homeowners could pay Uncle Sam. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20111025&amp;Kategori=FREE&amp;Lopenr=102509999&amp;Ref=PH>The best-performing housing markets</a>

By Barry Glassman
This state the capital of income inequality
RETIREMENT PLANNING DEC 12, 2011
This state the capital of income inequality

Connecticut has highest per capita income, but plenty of poor folks; solidly middle class now 'solidly hurting'

By John Goff