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
Hurricane Irene's estimated cost to insurers fell to about $2.6 billion in the U.S. as the storm lost strength en route to New York.
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.
Veteran insurance agent Paul A. Mattus has filed suit against The Allstate Corp., claiming that the carrier muscled him out of his book of business and passed it on to a newer, younger agent
U.S. life insurers had a fairly small appetite for mergers and acquisitions last year, with much of the activity encompassed in AIG's shedding of its foreign life insurance subsidiaries
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.
U.S. units of Aviva, Allianz placed on review with negative implications due to parents' EU exposure
Insurer agrees to settle charges it violated the FCPA; carrier allegedly netted $11.4M from $3.6M in payments
Sun Life's decision to exit the VA and life insurance businesses in the U.S. came as a big surprise. The Canadian outfit's departure also leaves distributors hurting for choices.
New customers must have paperwork signed by Sunday to get the old rate
Company plans to roll out its first fixed indexed annuity but must prep bulk of 82,000 reps first; 'large universe of salespeople'
$8.6B in 3Q is another record breaker for variable annuities; insurer's already pared back GMIB Max twice
More info, less paperwork would be helpful; 'actionable ideas' highly prized
Investment products must generate income streams; advisers still on the fence about annuities, however
Once-demonized carrier slowly restoring its brand; 'even Charlie Sheen got another shot'
Jackson National takes top spot; Pru at No. 2
