Oct. 17 may not be known officially as Mulligan Day, but affluent investors who converted their conventional IRA to a Roth last year may want to consider a “do-over” and re-characterize their account by the deadline date
Three states still have more UHNW individuals than China and India combined; Asia should pass North America by in 2032
SEC, NASA say number of complaints on the rise; $94B in accounts
A federal judge agreed with a 28-year veteran agent that he was muscled out of his book of business by The Allstate Corp.
Regulator aims to impose fiduciary standard, compensation limits in bid to eliminate conflicts of interest
Older Americans also took Social Security earlier, with diminished payouts; 'profound impact on adults'
Ranked by 2010 assets under management
Asset manager launches mutual fund suite for 401(k) funds
A Brookings Institution proposal would take away Americans' variable tax breaks on retirement contributions in exchange for a flat tax credit to be deposited automatically into the saver's account.
Offering a record keeper's funds does not lead to a violation of fiduciary duty, Reish says
A new online database allows donors and advisers to search for donations of $1 million or more
In a recent private-letter ruling (PLR 201116005), the Internal Revenue Service allowed a disabled beneficiary to transfer his share of two inherited individual retirement accounts to a special-needs trust of which he was the beneficiary
Hurricane Irene's estimated cost to insurers fell to about $2.6 billion in the U.S. as the storm lost strength en route to New York.
Georgia requested information from UBS, Morgan Stanley and Ameriprise Financial in its probe over whether the firms broke the state's securities laws in sales of structured notes called reverse convertibles.
Veteran insurance agent Paul A. Mattus has filed suit against The Allstate Corp., claiming that the carrier muscled him out of his book of business and passed it on to a newer, younger agent
U.S. life insurers had a fairly small appetite for mergers and acquisitions last year, with much of the activity encompassed in AIG's shedding of its foreign life insurance subsidiaries
President Obama made the lives of advisers, accountants and taxpayers easier today by removing the burden of having to get permission to use trademarked tax strategies.
