A new online database allows donors and advisers to search for donations of $1 million or more
In a recent private-letter ruling (PLR 201116005), the Internal Revenue Service allowed a disabled beneficiary to transfer his share of two inherited individual retirement accounts to a special-needs trust of which he was the beneficiary
Georgia requested information from UBS, Morgan Stanley and Ameriprise Financial in its probe over whether the firms broke the state's securities laws in sales of structured notes called reverse convertibles.
President Obama made the lives of advisers, accountants and taxpayers easier today by removing the burden of having to get permission to use trademarked tax strategies.
A new Charles Schwab & Co. Inc. survey finds that married couples think retirement planning is easier for singles. The reality is far different, however.
Investment products must generate income streams; advisers still on the fence about annuities, however
MSRB to issue more guidance on college savings vehicles by year-end; could be complicated for distributors
A recent episode of “Weeds,” a Showtime television series that features a marijuana-selling single mom, raises the question of what would happen if a crooked financial professional managed a federal investigator's retirement money
Exchange-traded funds make up a tiny fraction of the investments offered by 401(k) plans, but they could claim a larger share of the market as key providers add them to their platforms
A report today showed that housing valuations remain mired in a horrific slump, with year-over-year prices still way down. Even when the market does bottom out, don't expert a rapid rebound.
Concerns over a possible default by Uncle Sam rippling the lakes of state issuers; five top-rated borrowers braced for possible downgrade
Bill Gross, founder of Pacific Investment Management Co., said President Barack Obama's plan to stimulate the economy with more than $300 billion in tax cuts and spending is inadequate.
Allianz Global Investors on Tuesday announced restructuring effective Jan. 1 that will give PIMCO greater distribution independence and will more closely align the elements of Allianz's other business.
Term premium at an all-time high, but investor confidence in economy at rock bottom; 'fear priced into yields'
For adviser Brian Fenn, the horrific events of 9/11 provided affirmation that he was on the right track with his planning practice
Despite the passage of 10 years and a move to another part of New York, the Sept. 11, 2001, terrorist attacks are never far from financial adviser Lewis J. Altfest's mind
Ten years hasn't diminished the vivid memories of 9/11 for Paul Schatz, president of Heritage Capital LLC, a $110 million advisory firm based in Woodbridge, Conn.
Family offices saw a relatively large surge in assets in 2010. And that figure will likely be getting bigger with billionaire George Soros getting out of the hedge fund business to manage his family's money | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20110809&Category=FREE&ArtNo=809009999&Ref=PH>Top 10 family offices
