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Tax breaks for the well-off likely to be cut off
REGULATION AND LEGISLATION JUL 13, 2011
Tax breaks for the well-off likely to be cut off

Advisers, start planning now. According to a retirement policy expert, deficit pressures in Washington leave little room for further extensions of tax breaks in 2013.

By Darla Mercado
American Beacon books power trio to subadvise go-anywhere offering
LIFE INSURANCE AND ANNUITIES JUL 12, 2011
American Beacon books power trio to subadvise go-anywhere offering

Pimco, Brandywine and GAM will co-manage firm's new flexible bond fund

By John Goff
LIFE INSURANCE AND ANNUITIES JUL 12, 2011
Financial advisers, insurers hail GAO plug for immediate annuities

By Darla Mercado
INDUSTRY NEWS JUL 12, 2011
2010 pay steady for SRO execs; firm fees rose

By Dan Jamieson
INDUSTRY NEWS JUL 12, 2011
Arnott's index, called 'witchcraft' by Bogle, besting Vanguard

When Robert Arnott was deciding whether to start his own investment firm, he met with his hero John Bogle for dinner

By Bloomberg
Advisers look in the bargain bin when choosing ETFs
INDUSTRY NEWS JUL 12, 2011
Advisers look in the bargain bin when choosing ETFs

A survey finds that cost is the most important factor for advisers when selecting exchange-traded funds. Service? Not so much.

By Jessica Toonkel
REGULATION AND LEGISLATION JUL 12, 2011
NFL players at risk of financial roughing

Several current and former National Football League players recently have found themselves ensnared in alleged Ponzi schemes or legal battles over failed investments

By Bruce Kelly
NFL star sues 'long-term friend' for investment in airplane hangars
PRACTICE MANAGEMENT JUL 12, 2011
NFL star sues 'long-term friend' for investment in airplane hangars

Alex Brown, a defensive end with the New Orleans Saints, is suing his former team of financial advisers, alleging that they “abused the trust” of the player and his wife.

By Bloomberg
Ray of hope? Top college commences with middle-class tuition cap
RETIREMENT PLANNING JUL 11, 2011
Ray of hope? Top college commences with middle-class tuition cap

Middle-class families are quickly being priced out of the top universities. But a bold new program at the University of California at Berkeley -- limiting the total costs for families with modest incomes to 15% of earnings -- offers a ray of hope. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110711&amp;Category=FREE&amp;ArtNo=711009999&amp;Ref=PH&amp;Params=Itemnr=1>The most expensive state schools &amp;raquo;</a> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111117&amp;Category=FREE&amp;ArtNo=111709999&amp;Ref=PH>Top-rated 529 plans &amp;raquo;</a>

By John Goff
Paterno's home sale legit estate-planning move: Lawyers
RETIREMENT PLANNING JUL 11, 2011
Paterno's home sale legit estate-planning move: Lawyers

Joe Paterno, the under-fire Penn State Nittany Lion coaching legend, has been assailed by some for selling his home to his wife for $1? The claim? Paterno was attempting to shield his assets from potential lawsuits. Not so, say estate lawyers in Pennsylvania. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20110711&amp;Kategori=FREE&amp;Lopenr=711009999&amp;Ref=PH>PSU ranked No.1 &#8212; on the list of most expensive state schools &amp;raquo;</a>

By Liz Skinner
Cornhuskers latest to get FDIC-insured option for college savings
RETIREMENT PLANNING JUL 11, 2011
Cornhuskers latest to get FDIC-insured option for college savings

But low-return plan may not be the best bet when dealing with long time horizons; 'not very useful'

By Liz Skinner
Test score 'arms race' leading some colleges to stand down
RETIREMENT PLANNING JUL 11, 2011
Test score 'arms race' leading some colleges to stand down

Increasing number of universities going 'test optional' rather than relying on SATs; high school grades a better predictor

By John Goff
State schools looking better and better to parents
RETIREMENT PLANNING JUL 11, 2011
State schools looking better and better to parents

Out-of-sight tuition has left parents with little choice but to seek new ways to help fund their childrens' college education. One idea that's growing in popularity: crossing private universities off the apply-to list.

By John Goff
College Board's fees testing parents' patience
RETIREMENT PLANNING JUL 11, 2011
College Board's fees testing parents' patience

Critics claim the College Board's charges for entrance and placement exams are getting out of hand. Says one former dean at the University of Chicago: 'The College Board is more interested in marketing and selling things than it is in its primary responsibility, promoting equity and educational opportunity.'

By John Goff
529 plans gaining traction, assets
RETIREMENT PLANNING JUL 11, 2011
529 plans gaining traction, assets

A growing number of people who save for their children's college costs with Section 529 plans are steadily outpacing those parents who do not use these tax advantaged savings plans, according to a new survey by the College Savings Foundation.

By Liz Skinner
LIFE INSURANCE AND ANNUITIES JUL 11, 2011
ING cementing broker-dealer relationships amid push for new fixed indexed annuity feature

ING is making another go at the independent broker-dealer market, this time with a new fixed indexed annuity feature scheduled for an August release.

By Darla Mercado
How much more will the S&P fall? Key level may have the answer
INDUSTRY NEWS JUL 11, 2011
How much more will the S&P fall? Key level may have the answer

The Standard &amp; Poor's 500 Index is falling toward a key level that, if breached, may mean the gauge will tumble further, according to Ryan Detrick of Schaeffer's Investment Research.

By Mark Bruno
Critics slam Finra panel ban plan
REGULATION AND LEGISLATION JUL 11, 2011
Critics slam Finra panel ban plan

Critics skewered a new proposal by Finra to bar ex-officials at the SRO from representing clients in disciplinary hearings conducted by the regulator. So what's all the fuss about?

By Bloomberg
RETIREMENT PLANNING JUL 11, 2011
A league of their own

Tuition for private colleges may be off the chart, but state schools are getting more expensive, too. Here's the ten priciest public colleges.

By John Goff
Now money managers spooked by all asset classes
INDUSTRY NEWS JUL 11, 2011
Now money managers spooked by all asset classes

Survey reveals across-the-board decline in bullishness; 'back to wait-and-see'

By Jeff Benjamin