Chalk up another hard-earned lesson from the financial crisis: Investors in limited partnerships, the structure of choice for most alternative investments, discovered that giving up liquidity in exchange for higher returns wasn't such a good idea after all.
Through its recently announced purchase of National Retirement Partners Inc., LPL Investment Holdings Inc. is set to enter the demanding and competitive market for smaller to midsize retirement plans.
Looming hike marginal tax rates makes 2010 a good time to take bigger distributions, say advisers
When the Internal Revenue Service names a transaction “Robs,” that can't be good.
Boston Private Bank & Trust, Inc. has knocked Bessemer Trust Co. off its perch in a poll of wealthy consumers.
Highest earners will take big hits from hiked tax rate, cap gains charge; 'really scary'
Certified public accountants have been working on ways to add financial planning to their practices for the past 20 years
American Funds, Fidelity Investments and Lord Abbett & Co. LLC are among a number of fund companies that will have to rethink how they serve the retirement marketplace through advisers if a proposed revamp of 12(b)-1 passes.
Talk about a fashion statement.
Financial advisers say clients are booking gains now at cheaper tax rate; 'better bang for the buck'
Whether it's helping downsized clients, assisting retirees whose benefits are being chiseled away or advising small-business owners on health care options for their companies, a growing number of financial advisers find themselves navigating the murky waters of health care insurance.
The commission proposes to reverse Dodd-Frank proviso and reinstate the exemption shielding smaller operations from the agency's oversight
Without a doubt, the answer to the question “What makes a person rich” marks a political divide in this country – a divide that is widening by the second as the mid-term elections fast approach.
In-vitro fertilization spawns confusion among wealth managers, trust attorneys; 'wide-open field'
When it comes to investment strategies, 94-year-old Edward Zajac takes the long view. And it's paid off handsomely.
The longer Congress drags out setting an estate tax rate and exemption level, the less likely it is to impose a retroactive tax for 2010, according to an economist with a leading agricultural organization.
After much discussion and anticipation, the Automatic IRA Act of 2010 was formally proposed Friday by Sen. Jeff Bingaman, D-N.M. If enacted, the bill could affect half of the country's working population.
BrightScope Inc. today launched a new tool that allows investment-only 401(k) asset managers to pinpoint which retirement plans are using their funds — as well as those of their competitors.
President Barack Obama said it would be “irresponsible” for Congress to extend tax cuts for the wealthiest Americans and voiced support for Treasury Secretary Tim Geithner and National Economic Council Chairman Lawrence Summers.
