As Congress attempts to trim the nation's deficit, advisers and their clients should brace for a less generous tax code in 2013, said James Delaplane (pictured), at the <i>InvestmentNews</i> Retirement Income Summit.
Bank of America wants its advisers and reps to market banking products and to assist clients with banking services. That strategy may not be sitting so well with some advisers. This week, a $250M team jumped to Ameriprise. The reason? Partly, to focus on financial planning, not banking.
The Investment Management Consultants Association got a thumbs-up last week from the American National Standards Institute for its CIMA designation
Unlike its life insurance counterpart, STATs also have the assumed liability of the broker-dealer writing such business
Trade associations representing the life insurance industry and agents today applauded New York's passage of life settlement legislation.
PFM Group, owner of the largest investment adviser in the U.S. municipal bond market, bought a smaller competitor co-owned by Lois Scott, Chicago Mayor Rahm Emanuel's new chief financial officer.
Going where the growth is high and the debt is low; buying a ton of won
Commodities remain one of the hottest asset-classes going. For the fifth straight month, investments in real stuff -- natural resources, minerals and food -- handily beat stocks, bonds and greenbacks.
Small-town resident has raked in $21M in four separate jackpots. Mathematicians put the odds of this happening at 18,000,000,000,000,000,000,000,000 to 1. That's a lot of zeros.
Banks come a cropper, as farmers buy back acreage at a fraction of the price they sold it for.
Here, you'll find the top ten SMAs across six different categories, with data provided to InvestmentNews exclusively by Prima Capital.
Nathan Behan, a senior investment analyst at Prima Capital Holdings, outlines some key recent and long-term trends in the markets in an economic report and analysis on the first quarter
Wells Fargo & Co. has cut the number of regional managers — and operating regions — in its wealth management division to better integrate the investment advisory business it inherited from Wachovia Corp.
A Massachusetts federal court judge has quashed a motion by Prudential Insurance Co. of America to dismiss a lawsuit alleging that the insurer had wrongfully held on to veterans' death benefits instead of paying them out in a lump sum
Wells Fargo dramatically rejiggered its regional management set-up — with five execs losing their positions. According to a bank spokesman, the move is intended to help Wells 'realize the efficiencies of the merger with Wachovia.' One of those efficiencies: Cross-selling to Wachovia clients.
The Fed Reserve's quantitative easing is finally about to end. S&P analyst Michael Souers says this could be a real a boost for Treasuries with less lengthy maturities. Retirees, take note.
Apparently, investment officials for Longhorn endowment not overly bullish; also invest for Texas A&M
Hiked margin requirements, plus slowing global economy, triggering biggest drop in futures prices since 1983
The booming emerging economies of greater Asia have been a powerful investment theme for several years now, and China has represented the biggest lure of all
They suddenly begin focusing on retirement income, says adviser at the InvestmentNews Retirement Income summit
