Results for "health care"
Displaying 291 results
August 21, 2015
Fidelity Investments is giving its clients a new option for planning for the costs and risk of living longer. The retirement-plan services giant said Thursday it will offer a variety of deferred-income annuities to individual retirement accounts....
March 16, 2015
Though these billion-dollar babies are a diverse group, on the whole they appear to be growing their businesses faster, trimming overhead more aggressively, serving larger clients and generating more money for their owners than their smaller...
November 3, 2014
In January, Michael Kotin, a financial adviser at Wells Fargo & Co., faced a dilemma. Two longtime clients, Eugene and Cecilia Ratner — a couple who had been married for around 60 years and who were both well into their 80s — were accusing...
June 2, 2014
Morningstar Inc.'s acquisition of HelloWallet Holdings Inc. is expected to push other 401(k) service providers to step up their game with respect to participants' financial wellness. Last Thursday, investment research giant Morningstar announced...
May 21, 2014
Some 150,000 financial advisers will have access to estimates for retirees' health care costs thanks to a new partnership between the Insured Retirement Institute and HealthView Services Inc. The IRI announced Tuesday that it would give its...
August 26, 2015
The mood on Wall Street is getting downright gloomy. The worst declines since 2011. Meanwhile, there are some economists who still believe the Fed will be able to raise interest rates next month. The SEC has jumped on the pay-ratio bandwagon....
August 8, 2014
Four R-words drew advisers' attention this week: risk, regulation, retirement planning and REITs. Specifically, the CEO of a real estate investment firm broke down the hidden duration risks in nontraded REITs. An RIA got hammered with a $15...
June 12, 2015
If you haven't yet hitched a ride on the high-flying health care sector rally, there's still hope in the form of a potential pullback from an upcoming Supreme Court ruling that could trigger some near-term volatility. Even some staunch health...
January 9, 2015
Hedge fund employees enjoy the fruits of their labor, even if that labor didn't bear much fruit. Average compensation at $368k Pimco and JPMorgan add their seal of approval by jumping on the smart beta bandwagon. The fundamental-indexing category...
June 19, 2014
As the number of states that recognize gay marriage continues to grow, it is important for financial advisers to be aware of the Social Security benefits that may be available to clients now or in the future. Since the Supreme Court struck down...
April 2, 2014
The challenge of capturing account-opening data has replaced social-media archiving as advisers' primary technology concern, according to a survey conducted by advisory think tank Beacon Strategies. In fact, 96% of the 55 broker-dealers surveyed...
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