Some want to boost the deferral limit – others want to do away with it
The lack of leaks is an indication that the panel has decided to refrain from fighting in the media and actually come to the table.
White House seeks to limit interest income that can be sheltered; states, cities already lining up against proposal
United Capital Financial Advisers will acquire the assets of Peak Capital Investment Services – an advisory firm with $600 million in assets under management – executives revealed at the Schwab Impact Conference here in San Francisco today.
Evercore Wealth Management's Charles Ryan talks about his firm's recent growth an expansion -- and what lies ahead for the rest of 2011 and 2012. For more INTV with top RIAs, <a href=www.investmentnews.com/section/multimedia?playerType=INTV>click here.</a>
'Portability' of unused exclusions only guaranteed if surviving spouse files estate tax return swiftly
Along with jobs, raising taxes on the rich is one of things the Wall Street protesters feel strongly about, as Andrew Cuomo, the Democratic governor of New York, is learning all too well.
Despite easing of refinancing standards, home loans still tough to come by
The Clare at Water Tower missed $229m payment this month
Controversial plan to expand definition yanked to allow more input, further economic analysis
Nassim Nicholas Taleb, author of the best-selling book “The Black Swan,” said the current global market turmoil is worse than it was in 2008 because countries such as the U.S. have larger sovereign-debt loads.
Pessimistic mass-affluent, millionaire investors are putting more money in play
Survey finds mass-affluent investors still gloomy as heck about their finances; 'not matching the reality of their situation'
This year's survey of advisers shows why some firms are flying high again - and also reveals where some advisers are holding back. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20111018&Category=FREE&ArtNo=101809999&Ref=PH>Most common reasons employees leave advisory firms</a>
IRS warns of “noticeable degradation” of taxpayer services and enforcement if Congress follows through on a plan to cut about $500 million from the agency's budget for fiscal 2012.
The following is an edited version of testimony given July 26 by Phyllis C. Borzi, assistant secretary of labor in charge of the Employee Benefits Security Administration, before the House Education and the Workforce Subcommittee on Health, Employment, Labor and Pensions
A U.S. Treasury Department watchdog said 2.1 million taxpayers may have received “erroneous” education-related tax credits totaling about $3.2 billion.
Utah Senator Orrin Hatch is urging the Obama administration to back away from a proposal to cap itemized deductions at 28%.
Occupy Wall Street protesters are lashing out against what they see as a financial industry luxuriating in wealth created at the expense of the middle class. Wall Street, however, has its own grievances against Washington, which were on display last week.
Protesters in the Occupy Wall Street movement are giving financial advisers something else to worry about: a generation of leery, cynical investors
