The switch to Roth IRAs could yield an extraordinary payoff for workers at quantitative-trading specialist Renaissance, while the U.S. Treasury loses.
A new survey shows the majority of advisers would like to see Mitt Romney elected President. But those same advisers also believe they're in the minority on that score.
Sent letter to department seeking sit-down with research director; information due by Jan. 15
Shielding assets now a prime concern of the rich; different states, different rules
After strong growth in 2010 and 2011, VA sales are expected to slow as products become less attractive, guaranteed-withdrawal percentages slide and fees continue to skyrocket.
Insurer turns focus to tax deferral, alt investments and fee-based advisers
Dear slams 15% rate for PE firms, citing its 'gross unfairness'
Even with much higher rates, Bain had little trouble attracting capital
A same-sex marriage law that took effect July 24 in New York doesn't mean those couples can count on the same tax treatment that heterosexual unions receive, a discrepancy that some lawmakers and companies are seeking to mitigate.
Claims agents coached them to tell insurer they were paying for policy premiums when outside parties actually did so
In March, Aviva sued six life insurance agents over Stoli policies sold to 119 members of a church in Los Angeles. Now, those agents have fired back, claiming the carrier consented to the offer of the coverage.
Adviser turns camera on middle America; two RVs, a crew, and plenty of highway
Jackson National Life Insurance Co. will pay $621 million in cash for the life insurance assets of Swiss Re Group's American division
Jefferson National Life Insurance Co. has bolstered its roster of alternative-investment offerings
