Raising of estate tax exemption to $5M lessens need for policies that shield assets.
Munis look to be marginally unfavorable not because of state and city finance issues, but expected yields compared to other taxable bonds.
Federal court rules in favor of agent who maintained sites critical of insurer, but who will get paid?
Ameriprise workers filed suit in 2011, claiming firm profited from costly plan options
Why the levies on investment income and ordinary income should be the same
Distribution of wealth demonized, but research shows it works.
Chance to invest in hard assets can lead to big returns, but rules are complex.
According to a study by Cogent Research LLC, there are stark contrasts between older and younger members of the boomer generation that advisers and asset managers should be aware of.
Vast majority believe fiscal cliff solution will include hike in taxes; not fans of the plans, however
Demand continues to surge despite pullback by insurance companies of product benefits.
Last week, Massachusetts sued LPL for its sales and marketing of a popular nontraded REIT. Expect the plaintiffs' bar to swoop in as well.
With President Obama's legacy at stake, there is reason to believe he will compromise on tax issues associated with the fiscal cliff.
AMT could provide backdoor access to Roth IRA gold mine
Bill introduced to protect tax advantages for 401(k)s, IRAs and the like
DC plan participants jealous of generous defined-benefit plans, study finds
Median balances up substantially; savings still inadequate, though
