Despite need to raise federal tax revenues, bank believes lawmakers will spare municipal debt
Taking advantage of loan guarantee program intended to help low-income families buy homes; debate now in Congress
Rate on average 30-year fixed loan falls to 4.12%; 'homebuyers are not responding'
Competing priorities and procrastination put life insurance on the back burner; substantial selling opp for advisers
Panel must find $1.5 trillion in savings; taxes and entitlements on the table?
A special congressional committee created by last week's debt ceiling legislation is unlikely to have the time or the political will to tackle any meaningful tax reforms
Effective date on reg is bumped back to April 1
A federal circuit court yesterday decided that retirement-plan participants can sue third-party insurers under the Employee Retirement Income Security Act of 1974.
Proposed reform mixes in wins for both blues (Democrats) and reds (Republicans); accountants, advisers may boo, however
Owners seek a quick sale -- and pray a bidding war breaks out; $65M house, $22M minimum bid
Money managers ranked by assets from clients with more than $100M.
Washington and New York will be joined by Oxford, Miss., as centers of the investment adviser universe if a group of students from the University of Mississippi law school succeeds in establishing a self-regulatory organization for advisers
A year after pulling off the high-profile acquisition of a leading network of independent broker-dealers, Lightyear Capital LLC, which is controlled by former PaineWebber chief executive and chairman Donald Marron, is back in the market looking to raise more than $1 billion from investors.
Financial advisers are bumping into one another trying to win new accounts among affluent investors, but they can add some profitable business from less obvious market segments — one of which is investors who have never had a financial adviser.
As overall longevity increases, outliving retirement resources is more likely than in the past, making retirement planning more important than ever
Recent market volatility exposed a basic misunderstanding by financial advisers and even certified public accountants of the mechanics of undoing Roth conversions, a process called a Roth re-characterization
Brokerage Mesirow to take on 401(k) fiduciary duties for Mutual of Omaha plans sold by SA reps
A multimillion-dollar campaign to encourage investors to use credentialed financial planners to manage their money launches this week with a print advertisement in three business magazines.
