SEC staffers further explain 151A ruling
By Daniel WilliamsThere's no getting around it. SEC 151A, which will securitize indexed annuities, will be a topic we'll talk about for the foreseeable future as news continues to trickle out about it. We know this much already: the U.S. Securities and
January 08, 2009
Ten investment tips for 2009MarketWatch's Jonathon Burton offers 10 investment ideas for the new year. According to him, bonds are going to be big in 2009. Buy long-term Treasury...
January 08, 2009
Working boomers: Retirement savings success6% - Increase in annual retirement income for each additional year a boomer works after retirement.* 23% - Percentage of workers 55 or older...
January 08, 2009
More workers are preserving retirement assets, study saysFrom the Employee Benefit Research Institute: An increasing percentage of retirement plan participants are preserving their retirement assets in tax-qualified accounts, but a significant number are...
January 08, 2009
UMAs: More than $300 billion by 2013A new report by research and advisory firm Celent shows approximately $327 billion in client household assets will be managed through unified managed accounts by...
January 08, 2009
Stimulus, shmimulusImmature, I know, but I couldn't think of anything better to describe our continuing need to throw good money after bad. Echoing congressional leaders, President-elect...
January 08, 2009
Boomers await Obama's plan to overhaul retiree spendingWith a record $1.2 trillion deficit, boomers await President-elect Barack Obama's plan to overhaul Medicare and Social Security. The plan would be "a central part"...
January 08, 2009
Four 'P's for your marketing planThere are four 'p's to keep in mind when developing your marketing plan. In his book, "Bridging the Value Gap," Thomas F. Rieman writes, "[W]hile...
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