Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
FINRA orders 5 firms to pay restitution to retirement funds
By Marlene Y. SatterThe Financial Industry Regulatory Authority has ordered 5 firms to pay more than $18 million in restitution to customers.
October 29, 2015
You're about to get too expensive for your pension planThe deal could affect any pre-retiree in a former employer's pension plan by increasing the per-head premiums that plan sponsors must pay.
October 28, 2015
Sen. Warren Slams Annuity Providers, Sellers for ‘Conflicts of Interest’Warren says companies provide $17 billion in direct or indirect kickbacks to advisors who sell annuities; industry groups question her conclusions.
October 27, 2015
FINRA: 5 More Firms to Repay $18M to Charities, Retirement AccountsEdward Jones, Stifel Nicolaus, Janney Montgomery, AXA and Stephens failed to waive mutual fund sales charges for 25,000 eligible retirement accounts and charitable organizations.
October 27, 2015
13 countries with better retirement systems than the U.S.The U.S. continues to decline in Mercers ranking of the worlds pension systems but there are ways to reverse this trend.
October 26, 2015
DOL update: When is uniformity not uniform?The DOL has spent years preparing the messaging, and the public relations work that has gone into selling their Rule has been impressive. In the end, the PR is about a few assumptions.
October 26, 2015
Why Ken Fisher Hates AnnuitiesThe Fisher Investments founder tells ThinkAdvisor about what he calls the lies annuity salespeople tell and how he buys clients out of their surrender fees.
October 26, 2015
Retirement planning should start now for financially beleaguered millennialsMillennials are behind when it comes to retirement savings; however, members of this generation are open to alternative retirement savings options.