Protesters in the Occupy Wall Street movement are giving financial advisers something else to worry about: a generation of leery, cynical investors
Levy would fund jobs bill; given GOP opposition, 5% rate also likely probability of passage
If you're recommending long-term-care insurance to clients as a way for them to protect assets and to care for themselves when they're old and sick, you're probably doing it incorrectly.
Escalating medical expenses and Medicare cutbacks will strain retiree budgets
Much has been written about the opportunity to undo, or re-characterize, a Roth IRA conversion if the assets in the account depreciate
Jeffrey Thomasson, 52, may pass on more than $100 million to heirs using an estate-planning strategy for avoiding gift and estate taxes.
The Treasury's Federal Insurance Office yesterday announced that it's looking for public comments — with a special focus on systemic risk — as part of a report on modernizing insurance regulations.
Recently, the Tax Court ruled that a taxpayer's continuing business activities and lack of credible evidence failed to qualify him as disabled under the tax code
Group touting the virtues of pre-paid tuition program that locks in rates at non-state schools
Two Houston men have been sentenced to spend more than 45 years in prison for their role in a massive life settlements fraud scheme.
NAIC's summer meeting in Philadelphia washed out by Hurricane Irene; decision on disclosure model to come later this month
The state of Iowa finally issued it's long-awaited guidance on what insurance agents and securities brokers can — and can't —do when working with clients
Fine issued by Illinois securities cops over sale of fixed annuities raises questions of jurisdiction; others say no conflict exists
In a move that could affect the sales of securities and insurance in the state, Iowa's insurance regulator this week is expected to issue guidance on how far insurance agents and brokers can go in advising clients on the suitable sources of funds for insurance products
Annuity exam overload, including extra training, could prompt some advisers to limit customer choice.
Push for larger reserves could push some insurers right out of the business; vendors fighting back
Birnbaum the sole consumer advocate on newly formed panel; 'really going to stand out'
