Expanded definition of 'fiduciary' likely to hamstring funds that work with plan sponsors and participants.
In my ongoing effort to keep advisers abreast of ways to engage the next generation, I came across an entertaining website for you to share with parents or grandparents who can in turn share with their young ones.
New York Life Insurance Co. has kicked off a program that will allow agents to meet the tougher fiduciary requirements set by the Labor Department
High hidden fees, long surrender periods just some of the pitfalls, argues ex-Treasury official Smetters; insurers, agents beg to differ
Manulife Financial Corp.'s pre-crisis decision to scrimp on hedging for its variable annuities book appears to be coming back to haunt the Canadian company.
American International Group Inc. is at a point in its recovery where the insurer's next chief executive will be able to focus on running day-to-day operations rather than crisis management, observers said.
Affluent investors stampeded to convert IRAs to Roth IRAs last year, particularly at the end of 2010.
Investors in hedge funds and limited partnerships are used to receiving these forms, which reflect an investor's proportionate share of a partnership's taxable income or loss
Notwithstanding a recent crackdown by the SEC, the market for life settlements — which froze during the credit crisis — is beginning to warm up
Claim life settlement provider harmed investors by using flawed actuarial statistics
Prudential Financial Inc. has taken the crown as the biggest seller of variable annuities and overall individual annuities in the U.S. through the first half of this year, according to data released today by LIMRA.
Insurer aiming to regain independence; market conditions the wild card
Although Americans' overall financial security and confidence in their ability to pay for their kids' college tuition has increased slightly over the past six months, financial advisers are observing mostly negative attitudes — with a few surprises
Patent Reform Act would scrap patents for complicated tax ploys and corresponding advice
A federal court judge in California has ruled against Conseco Life Insurance Co. in a class action, barring it from hitting some 50,000 policyholders with sky-high rate increases on life insurance policies.
Tax law a boon to wealthy savers who convert traditional retirement accounts to Roths this year
