Retiring boomers say goodbye to advisors
By Danielle AndrusThe Retirement Income Industry Association recently released new research that says as boomers retire they will limit the number of relationships they have with financial...
January 29, 2009
A pox on all their housesNo, Fannie and Freddie are still here. They may be off the front page, but the cha-ching from the cash register continues to sound. It's...
January 29, 2009
Labor Department's new ruling on employee access to retirement advice faces debateThe U.S. Department of Labor's new rule allowing employees in 401(k) type plans and individual retirement accounts (IRAs) more accessibility to investment advice from employer-sponsored...
January 29, 2009
Coalition files lawsuit against SECSEC Rule 151A, which would securitize indexed annuities, continues to dominate our industry's headlines. According to a recent report, "a coalition of insurance companies and independent marketing organizations has filed suit in federal
January 29, 2009
Research update: 401(k) plan participants stay the course despite market turmoilIn 2008, employees in workplace savings plans contributed to their accounts at normal historical levels, took fewer loans than in 2007, improved their asset diversification...
January 29, 2009
Your clients' advisor checklistThere is a loss of confidence currently in the markets, and in financial institutions and experts, among many consumers. Ken Himmler of Lakewood Ranch, Fla.-based Integrated Asset Management suggests advisors provide transparency to clients and
January 28, 2009
Senators doubt SEC's ability to regulateSenate Banking Committee Chairman Christopher Dodd said government regulators need to pay more attention to potential fraud by fund managers, according to MarketWatch. "Seems to me we need to go back and revisit the whole model for examining
January 28, 2009
Portfolio Management: Built to LastWhat's the difference between a successful ETF investor and a failure? Successful investors often have a written investment plan. Another common difference between investment failure and...
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