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NEWS INDUSTRY NEWS DEC 11, 2012
Why tax hikes will be worse than spending cuts

By Paul Menchaca
Senators: Don't futz with retirement savings plans
NEWS RETIREMENT PLANNING DEC 11, 2012
Senators: Don't futz with retirement savings plans

Bill introduced to protect tax advantages for 401(k)s, IRAs and the like

By Darla Mercado
NEWS RETIREMENT PLANNING DEC 11, 2012
Pension envy for employees not on the government's dime

DC plan participants jealous of generous defined-benefit plans, study finds

By Darla Mercado
Merrill signs up a passel of advisers
NEWS WIREHOUSES DEC 11, 2012
Merrill signs up a passel of advisers

Ten from firm's top three competitors join in November.

By AOSTERLAND
NEWS INDUSTRY NEWS DEC 11, 2012
Giving to donor-advised funds explodes, Schwab reports

Tax uncertainty over estate and gift tax exemptions fueling surge

By Liz Skinner
Surprise! 401(k)s rode out the Great Recession just fine
NEWS RETIREMENT PLANNING DEC 11, 2012
Surprise! 401(k)s rode out the Great Recession just fine

Median balances up substantially; savings still inadequate, though

By Mary Beth Franklin
Estate department: Inheritance tax changes likely to be retroactive
NEWS RIAS DEC 11, 2012
Estate department: Inheritance tax changes likely to be retroactive

Congress won't act until the new year, planner predicts, then will turn back the clock

By Liz Skinner
Brits consider recruitment code like U.S. version
NEWS RIAS DEC 11, 2012
Brits consider recruitment code like U.S. version

U.S. protocol credited with reducing litigation from adviser hiring

By DJAMIESON
NEWS BROKER DEALERS DEC 11, 2012
Where the largest indie B-Ds clear

Clearing firms used by the independent broker-dealers with the most revenue

By mlanche
Buffett's faith in this sector finally starting to pay off
NEWS INDUSTRY NEWS DEC 11, 2012
Buffett's faith in this sector finally starting to pay off

Rally in bank stocks pushes share price of Berkshire to 13-month high

By John Goff
NEWS RETIREMENT PLANNING DEC 10, 2012
Worker suit over Verizon retirement plan handoff now a class action

Judge grants status in high-profile case; baton handed to Prudential

By Darla Mercado
Clients kind of blue over IBM's 401(k) surprise
NEWS RETIREMENT PLANNING DEC 10, 2012
Clients kind of blue over IBM's 401(k) surprise

Corporate bellwether's move to annual lump sum match seen as coming attraction; new planning required

By Darla Mercado
MK deal closed — and the rejiggering starts at Raymond James
NEWS BROKER DEALERS DEC 10, 2012
MK deal closed — and the rejiggering starts at Raymond James

Just a week since the acquisition was finalized, RJ announces appointments and promotions

By AOSTERLAND
Raymond James buys Morgan Keegan
NEWS INDUSTRY NEWS DEC 10, 2012
Raymond James buys Morgan Keegan

After months of speculation, Regions Financial finally sells Morgan Keegan. The price tag? A whopping $930 million. The buyer? Raymond James.

By Andrew Osterland
NEWS RETIREMENT PLANNING DEC 09, 2012
Many unaware of this Social Security twist

By MFXFeeder
NEWS IRA ALERT DEC 09, 2012
Sandy could blow through IRAs

By Ed Slott
NEWS RETIREMENT PLANNING DEC 09, 2012
Tweaking your home to 'age in place'

By Bloomberg
NEWS RETIREMENT PLANNING DEC 09, 2012
Finra on to B-Ds that sold VAs with hedge funds

By Bruce Kelly
NEWS INDUSTRY NEWS DEC 09, 2012
Cohen: Next big move in bonds is down

By Jason Kephart
NEWS INDUSTRY NEWS DEC 09, 2012
Dollar cap most uncharitable

By Liz Skinner