The Treasury Department's Federal Insurance Office last week said that it is looking for public comments focusing specifically on systemic risk as part of a report on modernizing insurance regulations
In what seems to be an about-face, wirehouses are embracing fixed indexed annuities, which offer investors a guaranteed-minimum return and the opportunity to partake in stock market gains
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.
As Congress mulls new ways to increase revenue, the mortgage interest deduction on second homes is seen as a likely target for elimination
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>
A group of state insurance regulators voted yesterday to adopt amendments to an annuity disclosure model that would give customers a detailed breakdown of product features.
Set-up is purportedly simpler, fairer and will lower everyone's taxes; it fails on all three counts
'Portability' of unused exclusions only guaranteed if surviving spouse files estate tax return swiftly
Broker-dealers now have a low-cost way to clear their slate with the IRS if they have been misclassifying employees as independent contractors
Insurance juggernaut MetLife Inc. will rein in its variable annuities, as second-quarter sales surged beyond analysts' expectations.
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
Cleveland financial adviser Rich Lowrie's first hint that Herman Cain's campaign might catch the public's attention came last May when Mr. Lowrie was still interviewing for the role of the Republican presidential contender's economic adviser
Slammed by the 2008 recession, a greater number of older Americans claimed Social Security benefits at a younger age, and a shockingly large percentage exhausted their personal savings, a government report has found
The supercommittee charged with putting together a deficit reduction package by Thanksgiving isn't likely to find the seven votes it needs to trim the tax exemption for investing in municipalities.
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.
A LIMRA survey released Tuesday found that 32% of 616 producers picked an aspect of training as the most valued service offered by insurers.
