Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
IRA assets now surpass 401(k)s
By John SullivanIRA assets now trump their 401(k) counterparts due in part to rollovers from job separations, according to a new report from Cogent Research. The report,...
April 26, 2010
Schwab to Link to J.P. Morgan's Fixed-Income SecuritiesCharles Schwab clients will now have access to J.P. Morgan's fixed-income securities, including new-issue and secondary municipal bonds, corporate debt securities and non-convertible preferred securities.
April 26, 2010
Stifel to Buy Thomas Weisel; New Firm Would Have 1,900 Advisors, $100 B in AUMStifel Financial and Thomas Weisel Partners Group said Monday, April 26, that they have entered into a roughly $300 million merger agreement.
April 26, 2010
Cloture Vote Fails in Senate on Dodd Bill; 2d Vote Expected Later in WeekSenate Republicans block debate on the financial services reform bill April 26, the GOP also vowed the same day to introduce an alternative financial services reform bill. A second vote is expected this week following more negotiations
April 23, 2010
Four Reasons Target-Date Funds Dominate Retirement InvestingWith target-date funds, investor returns over the past three years exceeded the funds' total returns in every target-date category except for one, and far exceeded a shareholder's experience owning a traditional mutual fund.
April 23, 2010
Stocks Rise on Economic Reports and Greek Bailout RequestWith Greece formally requesting a bailout package and positive economic reports in the U.S., stocks across Europe and the U.S. rose Friday, April 23, but uncertainties over Greece's long-term stability dented the bond market.
April 23, 2010
Target-Date Funds' Q1 Performance DataThe average target maturity fund had a positive return for the fourth-straight quarter of 3.8%, slightly below the 4.0% return of the fourth quarter of 2009
April 23, 2010
Orders for Durable Goods Pulled Down by Transportation SectorOrders for durable goods fell unexpectedly in March by 1.3%, but just beneath that disappointing number was an important, positive result.