Putnam Investments has released a series of three new retirement income funds and paired it with a planning tool for financial advisers.
As we discussed last month, futures-based ETFs may generate considerable tax-related confusion
Absolute Return 500 aims to tamp down volatility
The mortgage expense tax deduction and other 'sacred cows' would be gutted under an influential lawmaker's tax proposal
Hoping to strengthen its agent force, The Northwestern Mutual Life Insurance Co. has paired with Career Athletes LLC to recruit students as interns and agents
Budget battle is sound and fury signifying very little
The webcast “Estate Planning 2011: The New Rules for Advisers” was held Jan. 18 in New York
While the 2010 Tax Act for now locks in the current marginal tax rates for all income levels, advisers thinking about the future need tools at their disposal now to help sort out a client's future options, especially when it comes to the estate tax.
When clients ask Yale Levey to forecast how the tax code might change next year, his answer is invariably the same: “I have absolutely no idea"
Looking back on a year that has been perhaps the most unusual in her 30 years of counseling wealthy clients in the area of trusts and estates, Gail Cohen, vice chairman and general trust counsel at Fiduciary Trust Company International, has some pointed year-end advice
Broad outlines of the debate over comprehensive tax reform are starting to emerge on Capitol Hill
The Hartford has hired Jackson National Life Insurance Co.'s variably annuity product development chief Steve Kluever.
Veteran insurance agent Paul A. Mattus has filed suit against The Allstate Corp., claiming that the carrier had muscled him out of his book of business in order to pass it on to a newer, younger agent.
Worried about outlasting your savings? Worry no more; N.Y. Life has you covered
Bank risk managers appear to be a bit more optimistic about the economy than they were 10 months ago, but most still expect mortgage and home equity loan delinquencies to stay the same or rise in the near term, according to a recent survey
Rep. Schakowsky want big increase in marginal rates for millionaires, billionaires
And Washington watchers say meaningful progress may not happen until the next election
