Retirement plan clients seem to want it all — and these days, they're asking plan advisers what they can do for their participants in terms of guidance.
The IRS has just given the green light to Paul — on his 2007 tax return
Measure dramatically raises amount families can dole out tax-free; 'take it while you can'
With fewer than a dozen weeks remaining until the end of the year, estate attorneys are scrambling to make sure that ultrarich families who have lost a family member this year make the most of 2010's unusual estate tax lapse
Wells Fargo & Co. may expand by taking over non-bank companies, including wealth-management or insurance businesses, chief executive officer John Stumpf said.
Wilmington Trust Co., the Delaware bank founded by the du Pont family and being bought by M&T Bank Corp., sued three former company vice presidents who defected to Citigroup Inc., allegedly with proprietary data.
Insurance brokers don't have to disclose incentive arrangements with insurers that were entered into before New York state's disclosure regulation took effect Jan. 1, the New York Court of Appeals has ruled
Does providing a list of options constitute advice?
Advisers have mixed feelings about volatility dampener; 'really restrictive'
Western & Southern Financial Group Inc.'s decision to base its variable annuity investment options on exchange-traded funds is a positive for the insurer, allowing it to better manage market risk tied to the products, according to Moody's Investors Service
SEC claims that Provident Capital made false statements about its ability to cover its bond obligations
IRI report is pre-emptive strike against possible tax change
Survey finds U.S. citizens still not overly interesting in stashing cash away
Treasury boss Timothy Geithner say the department is considering overhauling the current tax set-up. On the radar: reclassifying the status of pass-through businesses — including LLPs and S corps. Yikes.
Higher interest rates are likely to result in insurers' sweetening their fixed-indexed-annuity offerings this year as they try to catch a wave of renewed investor interest
Corporate-owned life insurance is on the chopping block as President Barack Obama releases his 2012 budget
Lawsuit claims insurer profited mightily off retained-asset accounts; lump-sum payment or not?
Growth on protected value cut back; company cites low interest rates
Genworth Financial Inc.is exiting the variable annuities market.
Bring on the fiduciary standard. In a recent InvestmentNews survey of almost 600 advisers, registered reps, financial planners, insurance agents and others, 69.2% said that they agree with the SEC's staff recommendation that any financial professional giving personalized investment advice be deemed a fiduciary
