A 2.8% withdrawal rate over a retirement period of 30 years, with a 40% allocation to stocks, is the recipe for a 90% success rate if rates continue to stay low
Like Tim Cook at the iPad maker, Tim Buckley has some damn big shoes to fill.
Here are some scenarios that could drive equities to strong returns going forward
Unit snags 110 brokers in fiscal first quarter; tops $200B in assets
Some retirees qualify for up to six months of retroactive benefits; pay for those larger items
Discount broker's 2%-too-much-to-pay claims could overstate the case
Large support for lifting contribution cap, raising payroll tax over lengthy-time period; don't touch my bennies
Advisers who hold their assets at The Charles Schwab Corp.'s custody unit brought in an eye-popping $24.4 billion in net new assets in the fourth quarter of last year — an all-time record.
SRO posts summary of proposal on website; sure to draw some howls
Heightened scrutiny seen as a foot in the door; some drawbacks, too.
UBS advisers surpass the $1 million-per-FA revenue mark as the bank's U.S. wealth unit is the lone bright spot in a rough quarter. Bruce Kelly reports.
Alleged Libor-rigging is the latest in a long series of scandals tied to the Swiss bank
Number of hybrid advisers growing at faster pace than other camps
Taking a step toward portfolio diversification
Performance lags packaged fund programs, blended benchmarks; get out, forget to get back in
Wednesday's report from the Commerce Department shows that the economy contracted by 0.1%; experts more focused on markets' momentum gain
Notices contained account balance errors, wrong names; cause of error discovered
