Highest earners will take big hits from hiked tax rate, cap gains charge; 'really scary'
Certified public accountants have been working on ways to add financial planning to their practices for the past 20 years
American Funds, Fidelity Investments and Lord Abbett & Co. LLC are among a number of fund companies that will have to rethink how they serve the retirement marketplace through advisers if a proposed revamp of 12(b)-1 passes.
Talk about a fashion statement.
Financial advisers say clients are booking gains now at cheaper tax rate; 'better bang for the buck'
Whether it's helping downsized clients, assisting retirees whose benefits are being chiseled away or advising small-business owners on health care options for their companies, a growing number of financial advisers find themselves navigating the murky waters of health care insurance.
The commission proposes to reverse Dodd-Frank proviso and reinstate the exemption shielding smaller operations from the agency's oversight
Bailed-out banks, insurers and automakers are a sore spot for millions hurt by the financial crisis
Without a doubt, the answer to the question “What makes a person rich” marks a political divide in this country – a divide that is widening by the second as the mid-term elections fast approach.
In-vitro fertilization spawns confusion among wealth managers, trust attorneys; 'wide-open field'
When it comes to investment strategies, 94-year-old Edward Zajac takes the long view. And it's paid off handsomely.
The longer Congress drags out setting an estate tax rate and exemption level, the less likely it is to impose a retroactive tax for 2010, according to an economist with a leading agricultural organization.
After much discussion and anticipation, the Automatic IRA Act of 2010 was formally proposed Friday by Sen. Jeff Bingaman, D-N.M. If enacted, the bill could affect half of the country's working population.
On July 22, the Securities and Exchange Commission released a report from its Life Settlements Task Force which recommended that the SEC urge Congress to amend federal securities laws to include life settlements as securities.
The judge determined that state insurable interest laws do not apply to annuities – at least, in this case.
Meanwhile, the National Association of Insurance Commissioners has scheduled a hearing in Washington this month to discuss the transactions
You have to feel sorry about The Hartford's latest problems.
Berkshire Hathaway Inc. had sold insurance requiring the Omaha-based company to pay $30 million to a client if France won the tournament.
Broker-dealers and financial advisers are taking action against The Hartford Financial Services Group Inc. in response to a letter the firm sent to their clients that entices them to swap their variable annuities for a replacement — one that advisers say actually strips away generous guarantees.
Billionaire Warren Buffett, chairman of Berkshire Hathaway Inc., said the company's management is “well-equipped” for when he and Vice Chairman Charlie Munger step down.
