The tax deal reached in December by congressional leaders and the Obama administration is fueling a boost in donations into donor-advised funds.
President Barack Obama is making his clearest pitch yet for an overhaul of the entire U.S. tax code for individuals and businesses, and the wealthy probably won't like it.
Johannessen says proposed 39.6% top marginal rate spooking more-affluent filers
Putnam Investments has released a series of three new retirement income funds and paired it with a planning tool for financial advisers.
Absolute Return 500 aims to tamp down volatility
Despite billion of dollars in outflows, American Funds is the most popular fund group among independent broker-dealers, according to a survey conducted by <i>InvestmentNews</i>.
The Federal Energy Regulatory Commission issued a $30 million fine against former Amaranth Advisors LLC energy trader Brian Hunter, who is accused of manipulating the natural-gas futures market in 2006.
Massachusetts plans to regulate expert-network firms, the first state in the U.S. to set rules for an industry that was caught up in the federal government's insider-trading investigation.
The Federal Reserve Board's low-interest-rate policy has hurt retirees, which was anticipated by <i>InvestmentNews</i> in an editorial last year.
In this one-on-one with Kelli Cruz, the director of custom research at InvestmentNews, Jon Yankee, partner and CFO at Fox, Joss & Yankee, shares his thoughts on staffing and recruiting.
Encouraging news on the job front, particularly in New Mexico, but Nevada's losing streak continues
Dynasty Financial Partners LLC has hired Loren Morris as director of RIA services.
Warren slams attempts to weaken authority of new bureau; Wall Street 'behemoths' the real problem
The mortgage expense tax deduction and other 'sacred cows' would be gutted under an influential lawmaker's tax proposal
Will head up BofA unit's institutional consulting group; wirehouse veteran
Based on recent buying patterns, the shares of these four companies may be set to take off.
