Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Preventable risks cut 4 to 5 years from boomer lives
By Danielle AndrusA recent study in PLoS Medicine, an open-access medical journal published by the Public Library of Science, found that four preventable risk factors for chronic...
May 05, 2010
Conversions of Roth IRAs Can Build Charitable LegacyUsing a 2010 Roth conversion to enhance charitable giving benefits clients and advisors alike
May 05, 2010
Huntington Bank Opens Family Office in Columbus, OhioHuntington National Bank in Columbus, Ohio, has opened the Huntington Family Office, initially to serve high-net-worth individuals and families in the Columbus area before expanding into other Ohio markets in the near future.
May 05, 2010
EU Official Blasts Moves by Moody's and Standard & Poor's on Portugal and GreeceBy James Kanter (C) The New York Times 2010 BRUSSELS -- The European Union's financial services commissioner, Michel Barnier, vented his frustration with U.S.-based credit ratings agencies...
May 05, 2010
IRA Contributors Falling 40%, Latest Putnam Study FindsNew research finds funding for IRA down sharply in 2010, and Roth conversions are proving unpopular.
May 05, 2010
Profits at Calamos, AllianceBernstein Surge in Q1Calamos gets boost from rise in AUM; AllianceBernstein benefits from market resurgence and cost-cutting.
May 04, 2010
Confusion Clouds 401(k)-to-Roth Conversions, Fidelity Survey SaysMore than half of investors who hold old 401(k)s with former employers aren't clear whether those assets can be converted to Roth IRAs, according to findings from Fidelity Investments.
May 04, 2010
With Realpoint Acquisition, Morningstar Enters Structured Finance SpaceMorningstar, based in Chicago, is well on the road to conglomerate. The company announced yet another acquisition, closing on the purchase of Realpoint, LLC, that specializes in structured finance.