The financial crisis is helping to boost financial planning in the workplace.
Small-business owners are aware that their employees worry about long term care insurance, but the perceived cost of providing workers with that coverage turns employers off, according to data from John Hancock Financial Services Inc.
Your client would like to transfer securities to family members and asks for your help.
Rather than chiefly representing the variable annuities industry, the Washington-based institute will reach out to advisers and their clients through the group's distributor members, acting as a source of information via webcasts, consumer brochures and research.
In a bid to build their businesses, some financial advisers are turning to an untapped market: their clients' young children.
The Texas Department of Insurance is mulling a regulation that would mandate disclosure for annuity buyers, but advisers are questioning how effective it would prove to be.
Financial firms have bolstered their efforts to help financial advisers connect with minority clients, who typically aren't saving significantly for retirement.
Financial advisers are troubled by an administration proposal that would allow the Securities and Exchange Commission to ban commissions and take other sweeping actions regarding their fees.
Advisers along the Gulf and Atlantic coasts are sending a storm warning to their clients: Beware of impending sharp increases in the cost of property insurance or equally steep reductions in coverage.
Two House committees today approved the Affordable Health Choices Act, a health care reform bill that would expand health insurance to 97% of Americans.
Prudential Financial Inc. of Newark, N.J., is back in talks with American International Group Inc. to purchase a pair of the beleaguered carrier's Japanese units, according to published reports.
Your client has an account with a bank located in a foreign country. The client has heard that the government is imposing onerous penalties for failure to file a FBAR report by June 30. Are they in trouble? What should they do immediately to resolve the situation?
Negotiations aimed at settling the Internal Revenue Service's tax evasion lawsuit against Swiss bank UBS AG gained traction this morning when a federal judge agreed to postpone the case until early August or possibly longer.
Amid the economic downturn, 401(k) abuses by plan sponsors are on the rise.
Non-profit organizations are embracing target date funds and a majority of 403(b) plan sponsors have begun offering these funds in their plans, a study released today showed.
African Americans and Hispanics are less prepared for retirement than their white and Asian counterparts, according to a survey released today.
To lure 401(k) business, Putnam Investments will upgrade its technology and expand its service offering, according to a top executive.
American International Group Inc. today sold most of its ownership in its Russian consumer bank subsidiary.
Despite the downturn in the economy, the number of health savings accounts and assets held in the plans continue to grow, a new study released today showed.
The 'Geritol Gang' tried to recoup investment losses by making off with their financial adviser. Now, they're looking at serious prison time.
