Hint: The magic age of 66 applies to exes, too.
Clients must contact SSA directly to get benefit estimates on ex's earnings.
VP focused on strategies designed to adjust for inflation, investing in TIPS.
The last <i>Breakfast with Benjamin</i> menu of the year features: A cautionary tale on chasing performance; why active management is not dead yet; cheap oil claims its first energy-sector victim; and a reminder that annuities are not investments.
These are the moves that saved or ruined portfolios in 2014. Beware: There's absolutely no guarantee they'll do the same thing next year.
The Russell 2000 Index climbed to an all-time high and the Nasdaq Composite Index reached a level not seen since 2000 as an equities rally that started last week continued through one of the slowest trading days of the year.
Sales of the products may be cannibalizing those of variable annuities.
Facing the threat of competition from Google and Amazon, UBS turns to AI to deliver personalized advice.
Platforms, popular with RIAs, post tremendous growth for firms, fund managers.
Investors in a nontraded REIT launched by Tony Thompson, the one-time noted real estate sponsor, were told last week that the net asset value of the REIT had eroded by nearly 30%.
<i>Breakfast with Benjamin</i> features a contrarian market call from Societe Generale that seems obvious. Plus living in a world where oil is cheap, making the most of year-end client reviews, and nine tweets that made news this year.
A look at the famed economist, who was a sterling money manager because of his willingness to question prevailing opinion and act against the consensus.
Industry "floored" by allegation that REIT czar had hand in $23 million accounting error at American Realty Capital Properties.
Legg Mason's seven asset management affiliates offer differing views on global investment opportunities ahead.
Clients expect their advisers to use technology to make their lives easier
Shifting oversight of more RIAs from the SEC to states would increase exam coverage at less cost than establishing third-party reviewers, according to a new report. <i>(See also: <a href="//www.investmentnews.com/article/20131030/FREE/131039989"" target=""_blank"" rel="noopener noreferrer">After 'the switch' in 2012, state regulators pounced</a>)</i>
<i>Breakfast with Benjamin:</i> Cheap oil draws interest in energy ETFs. Plus: Finding value under the hood of hedge funds, how to talk like a Wall Street guru, and get insurance or get ready for Obamacare taxes.
As the stock market wraps another solid year, advisers are beginning to wonder how long the indexed-investing run can last and are startign to think about risk management, which means looking for active managers.
Higher-earning spouse wrongly believed she couldn't collect widow's benefit.
