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NEWS INDUSTRY NEWS JAN 03, 2008
Private sector adds 40,000 jobs

But financial-services firms trimmed 5,000, marking the third decline in the last five months.

NEWS INDUSTRY NEWS JAN 03, 2008
SEC report sheds light on B-D rule

Many investors found disclosures that advisers and B-D firms are required to provide are "problematic.”

RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 03, 2008
FINRA wants delay in VA-sale rule

After an outcry from member B-D firms, FINRA proposed pushing back a section of the rule to Aug. 4.

RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 03, 2008
NAIC announces 2008 execs, salaries

Catherine J. Weatherford, executive vice president and chief executive officer, will earn $370,000.

NEWS OPINION JAN 03, 2008
Roth vs. Traditional 401(k): Some of Both May Be Best

RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 03, 2008
Jackson adds VIP and S&P funds

Jackson National Life Insurance Co. today added a pair of new portfolios to its retail mutual fund lineup.

INVESTING ETFS JAN 02, 2008
Mutual funds boast banner year

Asset levels hit $13 trillion in December, gaining approximately $1.8 trillion from the beginning of the year.

NEWS INDUSTRY NEWS JAN 02, 2008
Millionaires, affluent upbeat in new year

Confidence blossomed among investors with more than $500,000 in investible assets in December.

RETIREMENT TAX DEC 28, 2007
New home sales fall 9% in November

Sales of new one-family homes fell to an annual rate of 647,000, according to the U.S. Census Bureau.

RETIREMENT TAX DEC 28, 2007
Delayed AMT 'patch' to stall refunds

Up to 13.5 million taxpayers won’t be able to file their AMT-related returns until Feb. 11, said the IRS.