Participating issuers, ranked by net assets and new sales.
Citigroup's Corbat got the biggest raise last year, a 48% increase to $23 million
Advisers should position the products more like fixed income than equities.
Move reportedly involves only relatively small international accounts.
Crooks stole their benefits, but the victims received 1099s for reportable income.
Agency failed to tell survivors that they could switch to a higher retirement benefit later.
Experts expect more states to follow Massachusetts' lead.
There's no hard-and-fast rule, but too many can overwhelm participants and breed bad decisions.
By acquiring or launching a bank, the firm would be able to recapture more profits from holding cash deposits.
Economists now expect four Fed hikes this year, as government spending package lifts growth and inflation.
Under Jay Clayton's leadership, the SEC has opted not to hype hedge-fund and big-bank cases.
Some clients could profit from the spread between 2017 and 2018 tax rates.
Elimination of the tax break divorcees get for paying alimony gives them less incentive to be generous to their former spouse.
Addition of Deerfield, Ill., RIA expands Chicago footprint of St. Louis-based $12.6 billion RIA.
Brokerage firms would no longer be able to charge reps for supervising nonaffiliated RIAs.
Getting a valuation from a third-party firm can be costly and complex.
Action of Massachusetts' top regulator shows states can put teeth into a rule under review by the Trump administration.
Plan sponsors will get access to Financial Engines' full suite of managed-account services and improved technology integration.