Appeals court rules against tycoon and athletic boosters in insurance case; 'not Cowboy's first rodeo'
Net unrealized appreciation on lump sums used to be a slam-dunk. Not anymore.
State court case dismissed three months after federal judge denied bid to recoup $33 million in charitable life insurance program for university's athletics department
Merger is one of a recent spate of nontraded REITs that have announced mergers or listings in an industry that has been roundly criticized for not giving investors a return or way out of the investments
Need to stand out from peers is paramount in capturing plan sponsor biz.
Permanent withdrawals and cash-outs cause most harm
High income inequality and relatively low happiness levels don't help, report finds.
A happy ending for financial advoiser who wanted to set up an online account
But don't expect to collect a spousal benefit in the interim
Regulators today fired a warning shot about the sale of inappropriate products to veterans seeking to qualify for military pensions. One report says some advisers have been prospecting in assisted-living facilities.
First state-run pension program for nongovernment workers targets firms that don't offer 401(k)s
Ways and Means boss backs comprehensive reform — but not hiking rates
Stan Druckenmiller says rising entitlement costs, unsustainable spending will have dire consequences.
Insurers didn't seem overly interested in tweaking their VA offerings in 4Q. Instead, they tinkered with the fees.
Advisers now questioning value proposition for products
