New approach divides fund offerings into a trio of goal-based portfolios
Republicans OK with axing tax deductions for the rich, but marginal tax rates still a bone of contention
Fifty-five million Social Security beneficiaries will receive a 3.6% cost-of-living adjustment next year, the U.S. government said last week
A group of state insurance regulators voted last week to adopt amendments to an annuity disclosure model that would give customers a detailed breakdown of product features
If the drawdown of assets is done properly, it's best to delay taking that government check.
Some want to boost the deferral limit – others want to do away with it
The lack of leaks is an indication that the panel has decided to refrain from fighting in the media and actually come to the table.
A bipartisan, bicameral 12-member panel, the supercommittee may be the best chance for any kind of substantial tax changes before next year's election
Politics, the weak economy and low interest rates have combined to create one of the best environments for estate planning in a generation, according to experts
State regulators have signaled a push for recalculating reserve requirements on a certain type of universal-life insurance, a change that could lead to higher costs for policyholders, as well as fewer insurers' selling the product
Legislation introduced last week that would impose a federal tax on financial transactions may be doomed as a stand-alone bill, but proponents say that it should be included in any broad deficit-reduction proposal
Earn over $200,000? If so, President Obama's proposed cut to the municipal bond tax exemption could hit your wallet hard.
White House seeks to limit interest income that can be sheltered; states, cities already lining up against proposal
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
