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    Why clients are their own most valuable asset

    A new risk factor has been identified for financial advisers who are helping clients save for retirement: the person's earnings potential and career path. On Monday, Morningstar Inc. unveiled a research paper entitled “No Portfolio is an Island,” authored by David Blanchett, head of retirement

  2. Articles

    The best- and worst-performing target date funds

    Target date 2016-203-month return1-year return3-year return5-year returnNet assets ($M)Expense ratio*Top 10Manning & Napier Target 2020 I (MTNIX)2.60%11.40%8.31%14.36%$177.80.86%Legg Mason Target Retirement 2020 A (LMWAX)2.34%10.65%7.51%15.79%$6.11.15%American Century One Choice 2020 R6 ...

  1. Articles

    Social Security to resume mailing paper statements to some workers

    Paper Social Security benefit statements are making a comeback — sort of. In response to my query last week, Social Security Administration spokesman William Jarrett confirmed that the agency will resume mailing personalized estimated benefit statements to some American workers in September. But

  2. White Papers

    The IVA revolution - InvestmentNews

    How index variable annuities may help support a balanced portfolio. Download this white paper now. Share your research with the investment community and stand out as a thought-leader. For more information on posting your research on our website, contact Ayana Reid at (212) 210-0774 or

  3. Articles

    Mountains of paperwork make 401(k) transfers a tough hill to climb

    Moving money from one record keeper to another so hard that some clients give up and stay put.

  4. Articles

    Adapt investment strategies to pay for long-term care

    Retirement expert Mary Beth Franklin details the importance of adjusting client investment portfolios to cover the costs of long-term care.

  5. Articles

    John Hancock B-D to terminate health and insurance benefits

    Registered representatives at Signator Investors Inc., John Hancock's broker-dealer, received some dismaying news on Tuesday: The firm will be terminating its health and insurance benefits and will freeze its retirement benefits plan at the end of the year. Effective Jan. 1, 2015, the firm will

  6. Articles

    IRS chief pushes for comprehensive reform, not piecemeal approach to tax reform

    Meanwhile, Ways and Means to send tax extensions bill to full Senate on Thursday.

  7. Articles

    Account opening is No. 1 tech concern: Survey

    Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.

  8. Articles

    When women-run retirement funds beat the boys

    Breakfast with Benjamin: Women-run retirement funds have consistently higher returns than those run by men. Here's why. Plus: Four data points to watch this morning, dealing with a bankrupt hedge fund, how the FBI is watching high-frequency trading, and April Fool's Day around the web.

  9. Articles

    File and suspend won't be suspended … just yet

    Obama budget proposal seems to target some Social Securities claiming strategies but this popular one is safe – for now.

  10. Articles

    Health exchanges prompt new conversations with clients

    As the deadline for enrollment in the federal insurance exchanges looms ahead, financial advisers with clients who have signed up are thus far are reporting mixed results. The Obama administration announced earlier this week that applicants who have started the enrollment process on

  11. Articles

    Is retirement dead?

    Enlightened thinkers about retirement seem to share two assumptions: *Retirement is an invention with a limited history; *The future of retirement is by no means sure, if it's not already dead. As someone that works in the mutual fund industry, I confess a vested interest in the survival of the

  12. Articles

    Even the affluent are delaying retirement

    As baby boomers continue to reel from the recession, even the affluent admit that saving for retirement is a struggle.

  13. Articles

    Regulators compete for slice of IRA rollover pie

    Rollovers used to be the 'Wild West' of regulation; now advisers need to watch out for new rules

  @IN Wire

Mar 07 10:29PM
10 professions that need the most coffee to survive - I Love Coffee
Mar 07 10:00PM
"J.P. Morgan Securities goes on recruiting offensive" good read

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