Letter details how a universal standard could accommodate brokers
Poll reveals more Americans willing to give up home-loan interest deduction
Pearl Neier, 85, decided against long-term-care insurance after hearing about the policies from AARP, the group that lobbies for older Americans
The besieged broker-dealer today agreed to a pivotal settlement with Massachusetts over soured MedCap private placements. The upshot? Investors are to to get 100% of their principal back.
MetLife Inc., the largest U.S. life insurer, selected Steven J. Goulart as chief investment officer to oversee a portfolio valued at more than $450 billion.
With its long-running litigation woes seemingly coming to an end, Securities America suddenly faces a new challenge. Parent Ameriprise intends to unload the beleaguered B-D.
Leveraged and inverse funds over the head of the average investor, NASAA warns; plenty of fees, too
The Illinois Securities Department has revoked the registration of two investment adviser representatives for inappropriately liquidating clients' annuities to fund the purchase of fixed-indexed annuities
Assets in variable annuities reached an all-time high in the first quarter of the year. Cash inflows helped, but the high-flying stock market was the real reason the coffers bulged.
The average closing cost on a mortgage jumped from around $3,600 to more than $4,000 this year. It's even more expensive in these ten states.
Workers are more likely to retire after a period of strong equity returns, but they may be leaving the workplace at a time when their nest eggs are at the most risk.
A four-man team of financial advisers from UBS Financial Services Inc. managing $277 million in assets with trailing-12-month production of $2.5 million has joined the Palm Beach complex of Bank of America Merrill Lynch.
Younger boomers more optimistic about their finances but acknowledge that they will have to work some in retirement
Despite 'spectacular' ramp up in business profits, stock buyers remain on the sidelines; unemployment the hitch?
Financial advisers are fairly clear about what is in store for their clients: taxes that are unlikely to go down and may rise.
A proposal to cut Social Security costs and raise tax revenue by changing the way the government measures inflation ran into opposition from Democrats and Republicans.
A new study by the Government Accountability Office predicts that middle-class workers may well outlive retirement savings. The solution, the GAO says, is for workers to hold off on taking Social Security -- and buy annuities.
David Lerner Associates Inc. has been sued by investors who claim that it acted negligently in the sale and underwriting of more than $6.8 billion in shares of the Apple Real Estate Investment Trusts
