United Capital Financial Advisers today announced the acquisition of financial planning firm Vantage Point Advisors. Vantage Point, which manages $170 million in assets, will now operate under the name of United Capital Private Wealth Counseling.
U.S. life carriers had a fairly small appetite for mergers and acquisitions in 2010, with much of the activity taking place in AIG's shedding of its foreign life insurance subsidiaries.
Breakdown of where the money goes now available online; a simple 'thanks' would suffice
The president's policy goals are reflected in his personal money management, according to an expert who reviewed the tax returns the country's chief executive made public after paying his family's annual bill to the government he runs.
“Anemic” default-contribution rates among defined-contribution plans using automatic enrollment stand in stark contrast to what plan executives consider optimal savings rates, a survey of 101 plans by the Defined Contribution Institutional Investment Association has found
Master limited partnerships are legal entities that trade on an exchange but are not corporations
At a time when litigation has threatened the financial viability of several securities firms, executives at independent broker-dealers, as well as the more than 110,000 or so independent-contractor registered reps, often are woefully underinformed about their errors-and-omissions insurance, according to industry observers
Smaller life insurers — battered by the recession but ready to get back into the annuity business — have begun to outsource the manufacturing of fixed indexed annuities to marketing groups
Finding good sources of referrals and winning over prospects is more of an art than science.
The indie B-D is bucking the trend with the launch of its expanded fee-based VA platform. A single fiduciary standard will likely improve the odds of success
Advisers notified clients about planned reduction in features, hike in fees
Axa Equitable Life Insurance Co. has paired up with Wilshire Associates Inc. to give small and midsize retirement plans access to fiduciary services.
New deductions this year include $10K for qualified harpooners; modest credit for hosting exchange student
Greater certainty around taxes spurs increased donations to donor-advised funds
Agency extends due date for Form 8939;' good news' for those struggling with cost basis of property
President Barack Obama is making his clearest pitch yet for an overhaul of the entire U.S. tax code for individuals and businesses, and the wealthy probably won't like it.
Johannessen says proposed 39.6% top marginal rate spooking more-affluent filers
