Retirement

Displaying 11728 results
TAX JAN 06, 2011
Will Congress play 'kick the can' with tax rates?

Lame-duck lawmakers may end up extending expiring Bush era rates; 'a drama that will take a while to sort out'

By Mark Schoeff Jr.
Genworth adds Eaton Vance portfolios to its platform
LIFE INSURANCE AND ANNUITIES JAN 06, 2011
Genworth adds Eaton Vance portfolios to its platform

Genworth Financial Wealth Management Inc. has appointed Eaton Vance Investment Managers as a portfolio strategist for its client accounts.

By Lisa Shidler
RETIREMENT PLANNING JAN 03, 2011
'Logistics issues' force NAPFA to relocate annual conference

The National Association of Personal Financial Advisors is moving its May national conference to Salt Lake City from Las Vegas, where it was originally scheduled.

By Jeff Benjamin
EQUITIES JAN 03, 2011
The 2011 Outlook

Financial advisers are upbeat about prospects for stocks in 2011, with many predicting that last year's broad market surge will continue into this year. That's what they're telling their clients, too.

By Mark Bruno
LIFE INSURANCE AND ANNUITIES JAN 02, 2011
Pacific Life ordered to pay $260K over paperwork snafu

By Darla Mercado
RETIREMENT PLANNING JAN 02, 2011
Shift in public pensions seen benefiting advisers

By Darla Mercado
TAX JAN 02, 2011
Don't overlook tax efficiency

By MFXFeeder
FIXED INCOME JAN 02, 2011
How to start the year off right

By MFXFeeder
EQUITIES DEC 30, 2010
Nearly 100 takeover targets for 2011, Morningstar says

Nimble investors could jump on some attractive acquisition candidates ahead of the unfolding 2011 takeover wave, according to the latest research from Morningstar Inc.

By Jeff Benjamin
RIAS DEC 30, 2010
Mariner buys CBIZ wealth business

The 24-employee unit will continue to work out of seven different cities

By Dan Jamieson
RETIREMENT PLANNING DEC 29, 2010
The most popular funds in the 401(k) market

The American Funds Growth Fund of America (AGTHX), Pacific Investment Management Co. LLC's Total Return Fund (PTTAX) and American Funds' EuroPacific Growth Fund (AEPGX) are the three most popular mutual funds in the 401(k) market, according to research being released today.

By Jessica Toonkel
Will cost-basis reporting help or muddle clients?
TAX DEC 23, 2010
Will cost-basis reporting help or muddle clients?

New IRS rules kick in next year; outcomes 'they don't expect'

By John Goff
TAX DEC 23, 2010
Congress provides certainty on taxes — at least for now

Investment advisers now can confidently tell their clients they don't need to rush stock or real estate sales, or scramble to gift chunks of their estate to heirs before the end of the year.

By Mark Schoeff Jr.
IRS pushes back filing date for itemizers
TAX DEC 21, 2010
IRS pushes back filing date for itemizers

Delay will effect about a third of taxpayers who break out their deductions on returns

By John Goff
Death tax could still be killed
RIAS DEC 21, 2010
Death tax could still be killed

Business groups, Republicans vow to dismantle the provision, piece by piece

By John Goff
U.S. public: Cut the deficit, but don't raise taxes or touch entitlements
RETIREMENT PLANNING DEC 21, 2010
U.S. public: Cut the deficit, but don't raise taxes or touch entitlements

When it comes to slimming budgetary excesses, Americans apparently don't subscribe to 'no pain, no gain'

By John Goff
RIAS DEC 20, 2010
The Power 20

Who will be the movers and shakers affecting the financial services industry in 2011?

By Mark Bruno
REGULATION AND LEGISLATION DEC 19, 2010
House budget chairman targets tax breaks

A leader of Republican efforts to cut government spending and tackle the federal deficit indicated Thursday that he embraces the idea of cutting so-called tax expenditures.

By Mark Schoeff Jr.
RIAS DEC 19, 2010
BAM buys 401(k) plan provider

BAM Advisor Services LLC, a turnkey asset management program, announced today that it is buying Advisors Access, a provider of 401(k) plans, from Capital Directions LLC, an advisory firm.

By Dan Jamieson
LIFE INSURANCE AND ANNUITIES DEC 19, 2010
New York Life, MassMutual sued over Madoff investments

By Darla Mercado