Cabinet NG Inc. a provider of management systems has introduced a hosted product called CNG-ONLINE.
Before yearend, capitalize on low stock values by moving to Roth accounts.
Two recent surveys lend credence to suggestions that the Wall Street meltdown may drive more financial advisers to independent firms from wirehouses.
Advisers find themselves in unusual situations in this roller coaster financial market, and some are offering advice — which might contradict conventional wisdom.
A new service from the Depository Trust and Clearing Corp. automates the account setup and maintenance of managed accounts — eliminating an onerous and non-standardized manual process.
To attract disaffected wirehouse reps, more independent financial firms are signing on to the industry's recruitment protocol.
When a client recently told her adviser that she would be losing her public relations job in six months, Morris Armstrong gave her advice that he never thought he would dispense: He told the single mother, who had been contributing significantly to her 401(k) plan, to stop.
The incoming administration should consider the regulatory reforms for the financial markets that it will propose to Congress and the regulatory agencies when it takes office in January.
America’s top financial watchdogs need to make haste in addressing transparency challenges posed by complex securities products, NYSE Reg chief executive Richard Ketchum emphasized Tuesday in a speech at Hofstra University.
Despite the fact that employees are losing a lot of money in their 401(k)s, most are staying the course with their retirement plans, according to an analysis by Hewitt Associates LLC.
Investors and their advisers are rightfully concerned about running afoul of the wash sale rule and triggering a taxable event. As you know, a wash sale — as defined in Section 1091 of the Internal Revenue Code — occurs when an investor sells property at a loss and within 30 days acquires "substantially identical" property.
Job no. 1 for the Federal Reserve Board and the Department of the Treasury was to stabilize the capital markets.
A new version of the most comprehensive planning software available from Money Tree Software Ltd. was rolled out with new features this week.
Entrepreneur Mark Cuban, owner of the NBA's Dallas Mavericks, is defending himself on his website against insider trading charges that the SEC levied against him this week.
There are more enrollees in consumer-directed health plans this year than last, and those individuals are more likely to have higher income and enjoy better health than their traditional plan counterparts, according to a study.
Automatic enrollment of employees into defined contribution retirement plans such as 401(k)s has grown so quickly that more than half of employers now offer it to their employees, according to a new study.
