Affluent investors are just as anxious about having enough money to retire as everyone else.
Cites lack of performance at LifeCompass, lack of continuity at Schwab Target
So far, star analyst's prediction of disaster for tax-exempt sector way off the mark; other made similar forecasts
Dire predictions off the mark as key indicators continue to surprise; 'missing the underlying strength'
A bit of Southern hospitality mixed with big-city benefits has helped Atlanta remain an ideal place to build a wealth management business, even though it is still recovering from an economic downturn.
Tuition and fees skyrocket as cash-strapped legislatures look to fill budget gaps
California is closing its adviser-sold Section 529 college savings plan and folding its $283 million in assets into the state's much larger direct-sold plan, after failing to find a company to manage the adviser-sold plan.
A hefty charge that ING Groep NV will take on its American variable annuity business appears to be a mixed blessing for investors hoping to snap up shares of the company's insurance unit once it makes its public debut.
A new Allianz Life distribution program -- one that rewards top indexed-annuity sellers with exclusive products -- is ruffling feathers among agents and marketing groups
Advisers say mortgage interest deduction makes for an easy target for politicians; could hurt middle class more than rich, though
The proposed elimination of the mortgage-interest tax deduction for second homes will smack a number of states. Here's a look at how each state will fare -- and the additional amount homeowners could pay Uncle Sam. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&Dato=20111025&Kategori=FREE&Lopenr=102509999&Ref=PH>The best-performing housing markets</a>
Market gyrations, low interest rates forces company to scale back; life insurance also nixed here
Connecticut has highest per capita income, but plenty of poor folks; solidly middle class now 'solidly hurting'
Lawmakers considering tax reforms turned their focus last week to the implications that changes could have on financial products.
Uncertainty about what Congress does in 2012 confounding clients, tax planners; 'lot of unhappy people'
Sun Life Financial Inc.'s hybrid whole-life and long-term-care product came out just last month, but the insurer is champing at the bit to build market share in a space currently dominated by just a select few.
Falling investment returns, rising costs of necessities has pre-retirees cutting back on prescriptions, skipping doctors' appointments, study finds
A hefty charge ING Groep NV will take on its American variable annuity business appears to be a mixed blessing for investors hoping to snap up shares of the company's insurance unit once it makes its public debut.
