Recruiter claims Kadden and others held meeting with bank execs; nature of discussion unknown
Private equity may be the last, best hope for Regions Financial Corp. in finding a buyer for Morgan Keegan & Co. Inc.
Aviva says a slew of charity-originated life insurance policies were touted as way to aid churches in poorer neighborhoods. But the carrier claims agents and third-party were the biggest beneficiaries
Critics say proposal will lead to less Federal assistance, and thus less financial aid; 'Johnny Jones isn't going to appreciate that'
Illinois stops accepting new participants due to gap in funding
College savings plans saw first negative outflows since the financial crisis; demographics, lousy economy cited
The Internal Revenue Service last month clarified that executors of estates who wish to take advantage of a new provision allowing a spouse to pass unused estate tax exclusions to a surviving spouse must file an estate tax return within nine months of the death of the husband or wife
Regions Financial Corp. is offering as much as $200 million to help finance the sale of its Morgan Keegan brokerage unit, said people with knowledge of the matter.
Most baby boomers, even those past retirement age, say they don't know much about Medicare, the federal health insurance plan for seniors. Their ignorance could end up costing them.
Almost one-third of U.S. employers are likely to stop providing health coverage for workers in 2014, when U.S. subsidies become available for people to buy individual policies.
Voted top financial adviser in Arizona in 2009, Pupillo leaves MSSB fold
The Census Bureau says fewer Americans relocated last year than in six decades. But those who did pick up stakes tended to move to states with either no personal income tax or relatively low overall rates. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20110915&Category=FREE&ArtNo=915009999&Ref=PH&Params=Itemnr=1>States with the highest tax rates &raquo;</a>
B-Ds get notice of pullback as job cuts in annuity unit are reported
There is now substantial literature on the behavioral economics of retirement saving, which has stressed that both behavioral and institutional factors play an important role in determining saving accumulations
As baby boomers retire in droves, financial advisers need to do a little studying up on Social Security before they start integrating the payouts into clients' financial planning
It isn't easy for advisers to illustrate financial concepts for clients, but Carl Richards does just that
The secret to increasing sales of variable annuities at broker-dealers and wirehouses has everything to do with insurers' speeding up the sales process and making information easier for brokers to find.
Paying for college is a big load for clients.To ease the burden, many enroll in 529 plans. But not all 529s are created equal. Here are the states with the worst college-savings plans. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&Dato=20110711&Kategori=FREE&Lopenr=711009999&Ref=PH>Penn State the most expensive public university &raquo;</a> | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&Dato=20110630&Kategori=FREE&Lopenr=630009999&Ref=PH>The 10 priciest private colleges &raquo;</a>
