Natalie Choate, a retirement planning expert with Nutter McClennen & Fish LLP, talks with Morningstar's Christine Benz at the InvestmentNews Retirement Income Summit about four factors that favor conversion, and includes some pitfalls to avoid when doing and IRA conversion.
Thursday's stock market whipsaw sent many financial advisers into client management mode — fielding calls and sending out soothing e-mails as the Dow Jones Industrial Average briefly tested a record 1,000-point drop.
The stampede to the exits on Thursday illustrated to financial advisers and market strategists just how skittish investors have become, and especially how frightened they are about the instability of the European economy.
With corporate earnings improving -- and share prices way down -- P/e ratios suddenly look more attractive
Elder Care issues can create one of the most stressful situations of your clients' lives.
Fiduciary standard for B-Ds dead and buried? Not so fast. During the grilling of Goldman Sachs execs in Congress today, a key Republican senator raised the issue again
UBS Wealth Management Americas, the profit-starved U.S. retail-brokerage unit of UBS AG, will rebuild its reputation and revenue by marketing the advisory strength of its brokers and minting better products for wealthy investors, its new chief executive told brokers last week in outlining his strategy for the firm.
The U.S. retail brokerage aims to rebuild its reputation and revenue by marketing the advisory strength of its brokers and minting better products for wealthy investors, its new chief executive says
Although some financial advisers are always thinking of ways to go above and beyond to provide extra services to clients, Paul Baumbach sticks to managing his clients' investments.
In a huge blow to SagePoint Financial Inc., one of three broker-dealers that make up the AIG Advisor Group Inc., its largest group of reps and advisers is walking out the door following a bitter dispute over group's role and future at SagePoint.
Following an emergency session, the European Union unveiled a $1T plan to backstop sovereign debt on the continent. The result? World stock prices are surging | <a href=http://www.investmentnews.com/article/20100510/FREE/100519998>UBS: 'All in' bet to boost Euro a temporary fix</a>
Last week was a difficult one for equity markets as ratings downgrades on European sovereign bonds raised fears of credit contagion.
The hearings last week by the Senate Permanent Subcommittee on Investigations into The Goldman Sachs Group Inc.'s behavior during the mortgage bubble was a show trial designed to deflect responsibility for the bubble and its aftermath from Washington.
Alan Skrainka, a familiar face on CNBC, had worked at the firm for nearly 30 years. His time at Jones came to a screeching halt, however, after the brokerage fired him for using written material without proper attribution
The months and weeks leading up to the end of the year could see more than the usual turmoil in the stock market as investors, guided by their financial planners and investment advisers, adjust their portfolios ahead of
Friday was a multi-swinging session, which is exactly what you want for a bottoming phase in the equity markets.
Thursday: A nearly 1,000 point drop, followed by a 600 point gain. Friday: Swings of nearly 340 points, to finish with another triple-digit loss. Where it heads next week is anyone's guess. But one thing's for sure: Volatility is back.
One of the most manic days in the history of the world markets may have been the result of a typo made by a trader at Citigroup, according to a CNBC report
