Don't see the ripple effect on other retirement assets, says Harley Gordon; often don't even know how to raise the subject
The valuations of several nontraded property trusts have plummeted of late. Due to the basic structure of these investment vehicles -- they're illiquid -- some clients now find themselves up the creek.
Investors ensnared in a $7 million scam involving so-called “private annuities” will be getting back only a sliver of their original investment.
A handful of publicly held life insurers dominate the market for traditional long-term-care insurance, but mutual life insurers are beginning to make inroads with agents and financial advisers.
In the search for income, investors are piling into dividend-paying REITs, driving up prices and poleaxing yields. How bad is it? Said one Morningstar analyst: Valuations are 'just nuts.'
Executive lays out three points he says should be addressed in every campaign
Renouncements are up sevenfold in Bern since UBS whistle-blower triggered crackdown four years ago
Coming tax law changes necessitate a closer look at strategies
Every firm should have a well-documented compensation plan, which covers a lot more than just how much you pay people.
Forget the C-suite power-play look. Advisers are finding that more casual office environments can make client meetings more comfortable and productive.
The Columbia Journalism Review takes CNNMoney to task for a <a href="http://money.cnn.com/video/pf/2012/03/12/pf_win_lottery.cnnmoney/">video</a> on how to improve your odds of winning a lottery.
Georgia's citizens doing the most damage to their personal finances by trying to hit it big, data shows
