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Broker-dealers sound off as AIG leads off with first annuity for 401(k)s
Insurance giant AIG tweaks existing deferred-income product to meet Treasury's guidelines. But will it satisfy the market? (Don't miss: Top sellers of individual annuities)
Supreme Court case could shake up union retiree benefits
For advisers, it's time to get familiar with the terms under which union employees receive health care.
Morningstar's latest Pimco remarks spark catty comments
On Thursday's Breakfast with Benjamin menu: A string of catty comments accompany a Morningstar talk-up of Pimco's outlook. Plus, what municipal bond investors can learn from Detroit and Stockton, avoid getting sucked in by the market's latest winning streak, and much more.
How Social Security annual increases are calculated
Some topics are a lot more controversial than others. But I was amazed when my October 1, 2014, article that correctly predicted next year's 1.7% cost-of-living adjustment for Social Security benefits several weeks before the official announcement triggered more than 80 vehement responses.Most of
Ring out the old year with a bowlful of tax strategies
With fewer than eight weeks left in the year, it's now time to gear up for year-end tax planning. This year was a painful one for many high-net-worth taxpayers as they contended with higher levies on their 2013 returns from the American Taxpayer Relief Act of 2012. “When ATRA was enacted on the
Who's spending what on political candidates?
With Senate control at stake in tomorrow's election, interest groups representing the brokerage and insurance industries are spending substantially more than financial adviser groups, and are adding to their lead.
Game Changers: Dealing with Dementia Cognitive decline doesn't just rob the elderly of their mental capacity. Advisers and their firms often are left adrift, forced to make crucial decisions affecting the financial affairs of elderly clients.
Early onset Alzheimer's: When plans are upended
Ken Sullivan and his wife, Michelle Palomera, seemed like ideal clients. Both had well-paying jobs in financial services and had been diligent savers. Their financial adviser helped them cover their bases, building their money in managed accounts while helping them plan for their two daughters' ...
Protecting vulnerable aging clients
Securities industry faces incalculable risks that require rigorous internal controls to manage relationships with aging investors
Wrangling clients' health care costs in retirement
Advisers are turning to various services to estimate the unknowable in retirement
New rules for annuities and target date funds inspire products race
Firms are at the drawing board designing retirement products, thanks to new guidance issued last week by the Treasury and Labor departments
Hartford Financial Services offers to pay employees to give up their pensions
Insurer offers voluntary lump-sum payments to about 13,500 workers who have left the company and haven't yet started receiving pension payments.
Savings targets for retirement health care costs fall in 2014
But retirees will still need to prepare for rising health care costs in the long run, expert warns.
ETF investors bail on the financial sector
Breakfast with Benjamin:Finance-focused ETFs suffer huge outflows. What gives? Plus: Prudential Financial's spooky reinsurance bet, investing in obesity, private lawyers give corporate inversions a leg up, and location matters less when the house you're selling is haunted.
Two big developments in retirement planning grab advisers' attention
Social Security and annuities make news, LPL's regulatory headaches continue, and the rest of this week's must-read stories for advisers.