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Estate tax filers catch a break with IRS extension
REGULATION AND LEGISLATION APR 19, 2011
Estate tax filers catch a break with IRS extension

Agency extends due date for Form 8939;' good news' for those struggling with cost basis of property

By John Goff
ALTERNATIVES APR 19, 2011
Continuing housing slump raises fears that crisis isn't over

Residential real estate prices dropped in January by the most in more than a year, raising the risk that U.S. home sales will keep slowing

By Bloomberg
Planners push back against push-back of universal standard date
REGULATION AND LEGISLATION APR 19, 2011
Planners push back against push-back of universal standard date

Despite claims of GOP lawmakers, FPC says issue of single standard of care has been thoroughly studied

By Dan Jamieson
Fiduciary-duty rule pushed back
RIAS APR 19, 2011
Fiduciary-duty rule pushed back

SEC nixes April-June target to gather more industry feedback

By Mark Schoeff Jr.
Bonds could 'get killed' in coming months, warns famed economist
INDUSTRY NEWS APR 19, 2011
Bonds could 'get killed' in coming months, warns famed economist

Or at least, that's the concern of top economist Bruce Kasman, who is worried about a simultaneous recovery in both developing and emerging nations. Why? Because it would ignite inflation -- and torch bondholders in the process.

By John Goff
INDUSTRY NEWS APR 18, 2011
Can anyone win the new recruiting wars?

B-Ds and wirehouses have set aggressive recruiting numbers. One thought: Be careful what you wish for.

By Mark Bruno
S&P puts odds of U.S. credit downgrade at 1 in 3
INDUSTRY NEWS APR 18, 2011
S&P puts odds of U.S. credit downgrade at 1 in 3

Negative outlook sends stock markets tumbling; 'material risk' lawmakers won't agree on budget cuts

By John Goff
LIFE INSURANCE AND ANNUITIES APR 18, 2011
Advisers advising, but boomers not buying, survey finds

By Lavonne Kuykendall
INDUSTRY NEWS APR 18, 2011
How tax changes are boosting gift fund donations

The tax deal reached in December by congressional leaders and the Obama administration is fueling a boost in donations into donor-advised funds.

By Liz Skinner
Obama to advisers: 'No more tax monkey business'
RIAS APR 18, 2011
Obama to advisers: 'No more tax monkey business'

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.

By Doug Cubberley
Ex-FPA prez to Congress: Clients looking to earn less to avoid tax hit
RIAS APR 18, 2011
Ex-FPA prez to Congress: Clients looking to earn less to avoid tax hit

Johannessen says proposed 39.6% top marginal rate spooking more-affluent filers

By Liz Skinner
RETIREMENT PLANNING APR 18, 2011
Putnam launches a trio of retirement income funds

Putnam Investments has released a series of three new retirement income funds and paired it with a planning tool for financial advisers.

By Bloomberg
Putnam goes up against Pimco with fund for VAs
LIFE INSURANCE AND ANNUITIES APR 18, 2011
Putnam goes up against Pimco with fund for VAs

Absolute Return 500 aims to tamp down volatility

By Darla Mercado
MUTUAL FUNDS APR 18, 2011
American Funds is top fund family for indie B-Ds

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>.

By Jessica Toonkel
Ex-Amaranth trader fined $30M for gaming the gas market
REGULATION AND LEGISLATION APR 17, 2011
Ex-Amaranth trader fined $30M for gaming the gas market

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.

By Doug Cubberley
Massachusetts to crack down on expert-network firms
REGULATION AND LEGISLATION APR 17, 2011
Massachusetts to crack down on expert-network firms

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.

By Doug Cubberley
LIFE INSURANCE AND ANNUITIES APR 17, 2011
N.Y. Life to release longevity annuity product

By Darla Mercado
RETIREMENT PLANNING APR 17, 2011
Defining the 'professional' trader

By MFXFeeder
RIAS APR 17, 2011
Time to give the real capital providers a break

The Federal Reserve Board's low-interest-rate policy has hurt retirees, which was anticipated by <i>InvestmentNews</i> in an editorial last year.

By MFXFeeder
RIAS APR 17, 2011
Pay attention to younger investors

By MFXFeeder