Retirement

Displaying 11704 results
Ten-year Treasuries overvalued — and then some — but investors buying anyway
RETIREMENT PLANNING SEP 06, 2011
Ten-year Treasuries overvalued — and then some — but investors buying anyway

Term premium at an all-time high, but investor confidence in economy at rock bottom; 'fear priced into yields'

By John Goff
RETIREMENT PLANNING SEP 04, 2011
The importance of 'stopping and smelling the roses'

For adviser Brian Fenn, the horrific events of 9/11 provided affirmation that he was on the right track with his planning practice

By Dan Jamieson
RETIREMENT PLANNING SEP 04, 2011
Even after a relocation to Midtown, the memory of a tragedy persists

Despite the passage of 10 years and a move to another part of New York, the Sept. 11, 2001, terrorist attacks are never far from financial adviser Lewis J. Altfest's mind

By Lavonne Kuykendall
RIAS SEP 04, 2011
Learning to 'plan for the worst' and 'hope for the best'

Ten years hasn't diminished the vivid memories of 9/11 for Paul Schatz, president of Heritage Capital LLC, a $110 million advisory firm based in Woodbridge, Conn.

By Jeff Benjamin
RETIREMENT PLANNING SEP 02, 2011
Family offices see relative surge in assets

Family offices saw a relatively large surge in assets in 2010. And that figure will likely be getting bigger with billionaire George Soros getting out of the hedge fund business to manage his family's money | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110809&amp;Category=FREE&amp;ArtNo=809009999&amp;Ref=PH>Top 10 family offices

By John Goff
LIFE INSURANCE AND ANNUITIES SEP 02, 2011
Gross back into Treasuries in a big way

Up Total Return Funds holdings in U.S. debt to 10%; backs off cash, money-market funds

By John Goff
Plans to tax munis won't fly, says BNY Mellon
RIAS SEP 01, 2011
Plans to tax munis won't fly, says BNY Mellon

Despite need to raise federal tax revenues, bank believes lawmakers will spare municipal debt

By John Goff
Wealthy buying McMansions on Uncle Sam's dime
RETIREMENT PLANNING AUG 31, 2011
Wealthy buying McMansions on Uncle Sam's dime

Taking advantage of loan guarantee program intended to help low-income families buy homes; debate now in Congress

By John Goff
Time for clients to refi? Mortgage rates hit lowest on record
RETIREMENT PLANNING AUG 31, 2011
Time for clients to refi? Mortgage rates hit lowest on record

Rate on average 30-year fixed loan falls to 4.12%; 'homebuyers are not responding'

By John Goff
Under-45 crowd way underinsured, survey finds
LIFE INSURANCE AND ANNUITIES AUG 31, 2011
Under-45 crowd way underinsured, survey finds

Competing priorities and procrastination put life insurance on the back burner; substantial selling opp for advisers

By Darla Mercado
Crucial deficit committee features party stalwarts — and wildcards
REGULATION AND LEGISLATION AUG 31, 2011
Crucial deficit committee features party stalwarts — and wildcards

Panel must find $1.5 trillion in savings; taxes and entitlements on the table?

By Bloomberg
REGULATION AND LEGISLATION AUG 31, 2011
Congress not likely to tackle tax reform

A special congressional committee created by last week's debt ceiling legislation is unlikely to have the time or the political will to tackle any meaningful tax reforms

By Mark Schoeff Jr.
DOL delay on plan fee disclosure rules gives service providers some breathing room
RETIREMENT PLANNING AUG 31, 2011
DOL delay on plan fee disclosure rules gives service providers some breathing room

Effective date on reg is bumped back to April 1

By Darla Mercado
RETIREMENT PLANNING AUG 31, 2011
Court says third-party carriers to retirement plans can be sued

A federal circuit court yesterday decided that retirement-plan participants can sue third-party insurers under the Employee Retirement Income Security Act of 1974.

By Darla Mercado
So what's Kotlikoff's Purple Tax Plan — and will it actually work?
OPINION AUG 30, 2011
So what's Kotlikoff's Purple Tax Plan — and will it actually work?

Proposed reform mixes in wins for both blues (Democrats) and reds (Republicans); accountants, advisers may boo, however

By Laurence J. Kotlikoff
Wealthy turn to auctions as mansions go unsold for years
RETIREMENT PLANNING AUG 30, 2011
Wealthy turn to auctions as mansions go unsold for years

Owners seek a quick sale -- and pray a bidding war breaks out; $65M house, $22M minimum bid

By John Goff
RETIREMENT PLANNING AUG 26, 2011
Pre-retirees are concerned but they aren't panicking

By Lavonne Kuykendall
RETIREMENT PLANNING AUG 24, 2011
New list: The largest managers of HNW assets

Money managers ranked by assets from clients with more than $100M.

By Mark Bruno
Who might pay higher taxes as a result of the debt deal?
RIAS AUG 24, 2011
Who might pay higher taxes as a result of the debt deal?

By Doug Cubberley
RETIREMENT PLANNING AUG 23, 2011
An SRO for advisers that could give Finra 'a run for its money'

Washington and New York will be joined by Oxford, Miss., as centers of the investment adviser universe if a group of students from the University of Mississippi law school succeeds in establishing a self-regulatory organization for advisers

By Mark Schoeff Jr.