Investment News Team
A "nightmare" is how Shami Kaur, an adviser and certified financial planner with SK Financial Alliance in Cedar Knolls, N.J., describes dealing with cost basis issues and their tax ramifications.
In partnership with Pershing LLC and CAST Management Consultants, InvestmentNews is conducting a survey to develop a report, "Broker-Dealer of the Future."
In a bid to expand planning services for advisers, Linsco/Private Ledger Corp. of Boston and San Diego is now offering WealthVision — a platform that includes a customized version of eMoney Advisor 360, a wealth management solution.
The House of Representatives Friday approved a bill that would relieve an estimated 23 million taxpayers from being subject to the alternative minimum tax for a year by a vote of 216-193.
Bruce Graham doesn't market exclusively to investors. The Orange, Calif.-based adviser, who operates a broker-dealer and a registered investment advisory firm, also markets to other advisers, trying to introduce them to a covered-call program he has run for the last 12 years.
New York Life Insurance Co. has appointed Frank Boccio executive vice president and chief administrative officer.
In the 1969 movie "Butch Cassidy and the Sundance Kid," a relentlessly effective posse tracks the title outlaws. Butch and Sundance try various subterfuges to shake the posse from their trail, but without success.
In the column that ran in the Oct. 29 issue, I discussed our blueprinting process, a series of exercises designed to help you uncover what will make your heart sing. It is Step 1 along a fourfold path to the $10 million secret.
Adviser to Adviser Webcast: Getting the Most Out of ETFs
The subprime-mortgage fiasco has revealed several flaws in the financial system that must be corrected if similar disasters are to be avoided in the future.
