Proposal to extend holding period would dramatically diminish usefulness of grantor trusts to clients
In a world of increasing uncertainty in which not everyone has amassed a nest egg big enough for retirement, financial advisers are doing a delicate dance: helping elderly clients embrace more investment risk while advising them to try to get by on less
Asset managers that provide investments and nothing else may feel pricing pressure from index funds, plans sponsors
Influential senator tells NAIFA a single standard should not hinder investors' ability to get advice
Reinhart says miles to go before economy gets back on track; 'only comparable reference point is the 1930s'
Roosevelt Investments snags eight-person team and its four separately managed account strategies; investment firm not done shopping
DOL asking industry groups for a bevy of info on IRAs; data to be used in cost-benefit analysis
Manufacturing numbers surprise, as do car and holiday sales; expansion mode
As the Labor Department and lobbyists wrangle over who can provide advice to retirement plan participants, the marketplace has come up with an increasingly popular solution that satisfies current and potential requirements.
Ten years later, Bernard M. Kiely still works with three of the 9/11 widows he met after volunteering his services through the New Jersey Society of Certified Public Accountants
The big game is a classic indicator for equities
Finra 'puts firms on notice' about their internal supervisory procedures regarding complex investment products
Advisers say something has changed dramatically in the minds of affluent, free-spending clients.
Indexed annuity program rewarding big Allianz sellers with exclusive products here to stay
You wouldn't blame Bruce Berkowitz if he thought the world was ganging up on him. This year, he's been embroiled in a boardroom fight at St. Joe's. Clients have withdrawn billions from the firm's mutual funds. Meanwhile, Berkowitz' big bets on big financial companies have failed to pay off so far. And now, Charles Fernandez, co-manager of the firm's flagship fund, has resigned unexpectedly.
Due to a change in credit raters' methodologies, municipal issuers may be subject to substantial downgrades this summer, says one BlackRock big.
Flights to Indianapolis for the Super Bowl are pricey and admission is exorbitant, but the real shocker is what lodging is going for: The $1,333 motel room
