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Making the most of benefits for your clients
Let the annual hand-wringing over the future of Social Security benefits begin. Like other rites of the season…
Longevity insurance faces hurdles to become a retirement option
Longevity insurance has received the Treasury Department’s blessing, but it could be years before these deeply deferred annuities…
Health care costs, planning take on more importance
Call it health care sticker shock. Between the ever-rising costs of health care services, the financially stressed state…
Making the case for annuities
Harsh economic realities have led insurers to get stingy with returns and benefits on annuities, but financial advisers…
LPL on a recruiting roll – but the price is rising
LPL Financial LLC continues to be the behemoth of recruiting in the independent broker-dealer industry. But expenses…
Retail money fund deposits fall as investors go to online banks, insurers
Advisers seeking higher yields than money markets can offer
Reaching out to different age groups
Financial advisers Mike Barnett and Pete Peters merged their practices about 10 years ago to create Financial Strategies…
Americans financially unprepared for old age: Poll
While most people want to live to a ripe old age, many are unsure about the financial demands…
Advisers get rocky start at MSSB
Four financial advisers and an associate who left Merrill Lynch Wealth Management for Morgan Stanley Smith Barney LLC…
Target date funds lack alternatives
Financial advisers intent on including alternative investments in the target date retirement funds they advise are finding few…
Social Security and the single retiree
In response to a recent column, one reader aptly noted that not everyone who applies for Social Security…
Shrunken Social Security figures into advisers’ plans
Anticipating a cloudy future for Social Security, many financial advisers are taking steps to de-emphasize the program’s place…
Wells Fargo mulls branch closures
Wells Fargo & Co. may close or consolidate branches as it examines ways to trim costs, according to…
For succession to be success, advisers must face their fears
Writing a succession plan isn't too difficult. Overcoming the concerns that inhibit advisers from tackling the project in the first place is.
Advice about college planning
About eight months ago, a recently divorced friend called me in a panic. John and his ex-wife, Mary, as I'll call them for the sake of privacy, were sorting out their financial affairs and realized that there was little money available to pay for college for their only child, who will be heading off to school in 2013.
Gingrich’s charitable giving not so charitable, data show
Republican presidential candidate Newt Gingrich and his wife reported giving 2.6% of their $3.1 million adjusted gross income…
Charitable incentives at risk
As lawmakers consider how to attack tax reform and debt reduction, the way that charitable gifts and deductions are treated is in the cross hairs.
Firms’ lack of job description, career path turns off recruits
Financial advisers may be ready to hire this year, but many aren't in a position to attract the brightest young candidates, according to a recent survey and participants in a related recruiting round table last week.
BlackRock sees bumpy road for China
China faces increasing challenges in maintaining its above-average growth rates, according to a BlackRock Inc. report. “China's…
Largest U.S. privately held bank still hasn’t paid back TARP loan
A year after taxpayers bailed out the nation's financial system, every major bank in New York has settled its debt with Uncle Sam except one: Emigrant Savings Bank.
