Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
NRP Reels In Wall Street Access
By Staff WriterWall Street Access Corp. has joined National Retirement Partners Inc.Wall Street Access, New York, is a New York Stock Exchange member firm that offers investment ...
September 23, 2007
How Taxes And Goals Can Impact A Retirement PlanThe traditional approach for managing the imbedded tax liability in retirement assets is fairly straightforward:1) Access taxable accounts (such as a taxable savings account).2) Access ...
September 19, 2007
NRP To Acquire 3 Advisory GroupsNational Retirement Partners L.L.C. says it has agreed to start the process of acquiring 3 more retirement planning firms.The acquisition targets are Alford-Jungers Financial & ...
September 19, 2007
Cutting Across the SilosThe key to building a successful retirement income practice as many clients move from accumulation to distribution is having a view of the strategies that the various financial services "silos" are engaging in, and joining the Retirement Income Industry Association (RIIA) is one of the best ways to do that,...
September 19, 2007
Mutual of Omaha and Mesirow Financial Create a New Solution to Help Retirement Plan Sponsors Minimize Fiduciary RiskMutual of Omaha and Mesirow Financial have announced an agreement that will provide plan sponsors cost effective access to fiduciary services, including investment guidance and monitoring, to help those sponsors minimize their fiduciary
September 18, 2007
No More "FRIAG"Fidelity Investments announced September 18 that it is renaming its advisor custody unit Fidelity Institutional Wealth Services to reflect the "evolving role that trust institutions and third-party administrators (TPAs) also play in meeting the wealth management needs of investors," noting that assets in personal trusts are expected to in crease...
September 14, 2007
Workers/Retirees Hanging Onto HomesAmid a shaky housing market, the majority of Americans (73%) say they plan to hold on to their homes--one of their biggest assets, while 21% of working Americans who are five years from retirement also plan to stay in their homes during their golden years, according to the latest Principal...
September 12, 2007
AIG Retirement Airs First National Ad CampaignA retirement services company is running television commercials that use the slogan, "Live longer, retire stronger."AIG Retirement Services Inc., Los Angeles, a unit of American ...