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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
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
Former Pimco parent Pacific Life moves accounts to Janus
Pacific Life Insurance Co., the insurer where Pimco was started as a bond unit in 1971, is moving money from Bill Gross's old firm to Janus Capital Group, which the bond legend joined last month.
Indexed universal life insurance faces fresh scrutiny
Regulators homing in on whether insurers are presenting a picture of performance that's too rosy.
Wintrob to join Oaktree Capital as CEO
Former AIG Life and Retirement executive to oversee nonfinancial operations at alternative investment shop.
FSI offers long-term disability, life insurance to members
Program guarantees members coverage at a group rate FSI has secured as the plan sponsor.
Life insurance companies ranked by direct premiums
Life insurance companies ranked by direct premiums Sep 7, 2014 @ 12:01 am Company
Long-term care carriers
Provider data covering new and in-force policies and premiums Sep 7, 2014 @ 12:01 am Company New 2013 Annualized premiums ($M) In-force Policies, 2013 In-force Annualized premiums ($M), 2013 Bankers Life and Casualty 1, 2 7,248
One of industry's last holdouts, NAIFA elects its first female president
With women representing only 11.5% of advisers, trade group plans to highlight women in industry.
GAO report calls for more disclosure of managed accounts in 401(k)s
The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.
Can an adviser affiliated with an insurance company be fee only? Yes.
State rules on insurance affiliation complicate fee-only status for some CFPs.
Treasury allows longevity annuities in retirement plans
The Treasury Department announces a rule that will allow retirement plan participants access to deferred-income annuities, also known as longevity insurance.
The $20 billion MainStay Marketfield fund's chicken or egg problem
Fund performance sagged as assets ballooned and performance sagged – but the manager says his bad bets were the culprit.