Elder-law attorneys are concerned that the new year will bring new rules in a number of states regarding how — and if — immediate annuities can work with Medicaid eligibility and planning.
The mind-set of clients presents a significant stumbling block to advisers who recommend annuities as a retirement-planning tool.
We have a few items we would like to request from Santa Claus for Christmas — not this Christmas, mind you — we would be happy to receive them by Christmas 2008.
The wealth-management firm will launch an open-architecture platform with O.N. Investment Management Co.
The insurance trade groups will join under the umbrella of LL Global but each will keep its name.
The November rise marks the largest monthly increase in two years, according to a Department of Labor report.
Jason Kavanaugh, who purchased the shares, is an executive with Questar Capital Corp.
A 37-year veteran of the life insurance industry, Daniel J. Toran, 59, spent 12 years with the Horsham, Pa.-based company.
“This bill will shed light on the 401(k) selection process and give Americans more control over their retirement future,” Sen. Tom Harkin said.
The Hartford announced today that it is purchasing Boston-based Sun Life Retirement Services Inc.
The producer price index increased 3.2% in November, as energy prices hit a record high according to a Department of Labor report.
The House approved legislation that would shield millions from the AMT by raising taxes on hedge fund managers.
Investors Capital Advisory Services, the registered investment adviser of Investors Capital Holdings, has formed a strategic partnership with Biondo Investment Advisors, an institutional money manager.
The United States is operating on an unsustainable federal budget that is bound to seriously damage the economy, the Congressional Budget Office said.
H&R Block will record $74.8 million in restructuring charges related to shutting down its Option One Mortgage division.
The Fidelity Charitable Gift Fund will launch a program with Campus Compact to educate and inspire young people to get involved in philanthropy.
The SEC wants to give smaller companies more time to comply with section 404, Chairman Christopher Cox said this morning.
The Hartford announced plans today to acquire TopNoggin, a technology firm based in Powell, Ohio.
