'Portability' of unused exclusions only guaranteed if surviving spouse files estate tax return swiftly
Broker-dealers now have a low-cost way to clear their slate with the IRS if they have been misclassifying employees as independent contractors
Insurance juggernaut MetLife Inc. will rein in its variable annuities, as second-quarter sales surged beyond analysts' expectations.
Along with jobs, raising taxes on the rich is one of things the Wall Street protesters feel strongly about, as Andrew Cuomo, the Democratic governor of New York, is learning all too well.
Despite easing of refinancing standards, home loans still tough to come by
Cleveland financial adviser Rich Lowrie's first hint that Herman Cain's campaign might catch the public's attention came last May when Mr. Lowrie was still interviewing for the role of the Republican presidential contender's economic adviser
Slammed by the 2008 recession, a greater number of older Americans claimed Social Security benefits at a younger age, and a shockingly large percentage exhausted their personal savings, a government report has found
The supercommittee charged with putting together a deficit reduction package by Thanksgiving isn't likely to find the seven votes it needs to trim the tax exemption for investing in municipalities.
The Clare at Water Tower missed $229m payment this month
Controversial plan to expand definition yanked to allow more input, further economic analysis
Nassim Nicholas Taleb, author of the best-selling book “The Black Swan,” said the current global market turmoil is worse than it was in 2008 because countries such as the U.S. have larger sovereign-debt loads.
A LIMRA survey released Tuesday found that 32% of 616 producers picked an aspect of training as the most valued service offered by insurers.
Though Latinos know they ought to have life insurance to protect their families, fewer of them buy it, compared with other demographic groups
If you want to reach out to an untapped audience for life insurance, try people under 45
Pessimistic mass-affluent, millionaire investors are putting more money in play
Survey finds mass-affluent investors still gloomy as heck about their finances; 'not matching the reality of their situation'
This year's survey of advisers shows why some firms are flying high again - and also reveals where some advisers are holding back. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20111018&Category=FREE&ArtNo=101809999&Ref=PH>Most common reasons employees leave advisory firms</a>
The political winds have shifted and “millionaires” now are expected to shoulder much of the burden of balancing the budget
