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RETIREMENT TAX AUG 01, 2011
Capital gains tax break may be chopped

The bipartisan deficit reduction plan gaining momentum in the Senate likely would require lawmakers to curtail or end the preferential tax treatment of capital gains and dividends

NEWS REGULATION AND LEGISLATION JUL 29, 2011
Taxes, rising rates will hit rich in the wallet, experts say

The year 2013 may snap a 12-year winning streak for wealthy Americans on taxes due on income, capital gains, dividends and money given to their heirs

INVESTING EMERGING MARKETS JUL 28, 2011
Biggest China ETF in U.S. rocked

INVESTING FIXED INCOME JUL 25, 2011
'We love equities,' says BlackRock boss Laurence Fink

BlackRock chief executive Laurence D. Fink is more bullish on U.S. equities than bonds because companies are benefiting from the weak dollar and have surplus cash to invest for growth

INVESTING EQUITIES JUL 25, 2011
Mobius: Another crisis is 'around the corner'

Another financial crisis is inevitable, according to Mark Mobius, executive chairman of Templeton Asset Management's emerging-markets group

NEWS REGULATION AND LEGISLATION JUL 24, 2011
Arbitration case costs Neuberger $4 million

Neuberger Berman Group LLC, a money manager that was part of Lehman Brothers Holdings Inc., was ordered by an industry regulator to pay about $4 million to three clients who bought structured notes backed by the failed investment bank

Fidelity adds trading to WealthCentral Mobile
YOUR PRACTICE FINTECH JUL 22, 2011
Fidelity adds trading to WealthCentral Mobile

Advisers can conduct transactions over iPhones and Android smart phones

Mortgage tax break set for the wrecking ball?
RETIREMENT RETIREMENT PLANNING JUL 21, 2011
Mortgage tax break set for the wrecking ball?

Poll reveals more Americans willing to give up home-loan interest deduction

RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 21, 2011
Insurers getting plenty of mileage out of long-term-care hybrids

Pearl Neier, 85, decided against long-term-care insurance after hearing about the policies from AARP, the group that lobbies for older Americans

State regulators aren't nuts about souped-up ETFs
INVESTING ETFS JUL 20, 2011
State regulators aren't nuts about souped-up ETFs

Leveraged and inverse funds over the head of the average investor, NASAA warns; plenty of fees, too