If you want to believe that the lame-duck Congress will come to the rescue after Election Day and renew the Bush-era tax cuts, return the estate tax to its more palatable 2009 levels and increase the exemptions from the alternative-minimum tax, go ahead
Clients know that it is necessary to buy homeowners insurance and car insurance, but too many leave it at that
Escalating medical costs and increased expenses associated with the health care reform law are driving double-digit increases in health insurance premiums at many financial advisory firms
Report recommends shifting investment risk onto employees; 'imperative'
Lack of cost-of-living adjustment for Social Security hits retirees where it hurts, advisers say
Financial advisers are taking advantage of several Social Security strategies that can boost baby boomers' annual income dramatically.
Americans must confront a multitrillion-dollar shortfall in savings if they plan to maintain their standard of living during retirement, according to a study released last week.
Congress returned to work this week with a flurry of statements and posturing by political leaders regarding the soon-to-expire Bush administration tax cuts. The maneuvering likely sets the stage for a pre-election battle, rather than a compromise.
Stephen Diggle, co-founder of hedge- fund firm Artradis Fund Management Pte, has set up a company to pool his personal wealth with that of family offices in Asia and invest in assets worldwide.
Transamerica/Aegon has announced it will cease sales of fixed annuities through insurance brokers, starting Jan. 1.
Tangle stems from estate planner's alleged scheme to profit from deaths of annuitants
Wilmington Trust Corp., the Delaware bank founded by the du Pont family and undermined by souring loans, agreed to sell itself to M&T Bank Corp. for $351 million in stock, or about half its market value last week.
More than six out of ten polled employees say they're having to put off exiting the labor force
Investment advisers will be able to visit one website for the annuity-sales training required under a new suitability standard issued by regulators.
Retirement industry leaders today pressed officials from the Labor and Treasury departments to ensure that any future “safe-harbor” rules for annuities in 401(k) plans also include other lifetime-income options.
Wilmington Trust Corp. confirmed today that it has hired Carol Baldwin Moody, the former chief compliance officer at Nationwide Mutual Insurance Co., as its new chief risk officer.
Robert P. Gehring, a 39-year veteran of the commercial banking industry, has taken over as head of the credit risk unit at Wilmington Trust Corp.
More than 800 financial advisers weighed in on their practices, the economy and regulation in our annual special report.
The Small Business Jobs Act of 2010 includes a provision that allows certain 401(k) and 403(b) participants to convert their plan funds to a Roth 401(k) or Roth 403(b) within the plan
A common belief in the financial services industry is that individuals consolidate a large chunk of their assets among fewer providers as they near retirement
