A number of financial advisers are using the health care reform legislation passed last week as an opportunity to reach out to clients and review their investment portfolios.
Jerry Thunelius takes four of his fixed-income-unit members with him; were they operating in Pimco's shadow?
Bank of America Merrill Lynch is establishing an elite new designation for financial advisers who want to work with large 401(k) plan clients. The new designation is part of the bank's push to become a bigger player in the retirement space.
John Hancock Funds LLC and MFS Investment Management have separately made changes to their compensation programs to encourage wholesalers to diversify the funds they sell and the advisers to whom they sell them.
With regulators and lawmakers continuing to scrutinize the blowup of target date funds in 2008, AllianceBernstein LP is adding a component to its lineup of target date funds aimed at managing market volatility better.
Five of the seven top-performing target date funds are composed of only proprietary funds, according to a report released today.
The Washington state Legislature has proposed a bill that would double the estate taxes for residents.
Delaware attorneys have drafted a bill to address the lack of a federal estate tax, joining a slew of states taking this matter into their own hands.
A push by officials in Washington to curb tainted IRA advice could spoil the party for brokers and plan service providers
