Investors took profits in 2012 before the top capital gains rate rose to 23.8% and President Obama's investment tax for his health care plan took effect. Capital gains surged 60% in 2012 over 2011.
A court decision sheds new light on issue of whether float income is a plan asset.
After visiting Pimco, analysts at Morningstar may downgrade their ratings for the money manager's funds. In a new report, they cited, among other things, a 'higher degree of uncertainty' around personnel in the wake of the departure of co-CIO Mohamed El-Erian.
Consultants, insitutional clients watch closely as firm deals with alleged Gross-El-Erian feud.
Focus has been actively looking to facilitate breakaway deals by helping wirehouse teams form their own firms or join existing Focus partners.
Donald Carman and Michael Hickey move to Atlas Private Wealth Management, dissolve previous firm.
After doing 10 deals in 2013, Adolf expects 2014 to be 'a very good year'
Profit from developed-nation positions is finding its way across global economy.
Some public employees may not be eligible for survivor benefits.
Longer lives and additional time in the labor force have shifted views on asset allocation
Shares of company nontraded REIT czar is using to build a B-D empire have more than doubled since beginning of December .
Wells Fargo report says few men or women are contributing recommended 10% to their 401(k)
High equity prices, low bond yields and geopolitical risk are all leading to new popularity for this once-shunned allocation. Find out how more portfolio strategists are moving away from the traditional 60/40 split.
Reports of the death of your retirement have been greatly exaggerated
Investors wisely ignore calls to short or sell Russian stocks
Public sector workers' payments may be reduced.
Bob Vorlop and Joe Nadreau have been tapped to fill new executive roles focused on expanding the firm's technology platform and products
As the population of seniors grows and life expectancies continue to increase, research shows that most people would prefer to live in their own homes as they age. Working with The Center for Innovative Care in Aging at the Johns Hopkins University School of Nursing, we identified key issues to address as you help your clients consider the realities of aging in place.
Unclear if and when proposed change might take effect, still more vague about what strategies would be affected.
Brokerage firms that pursue reimbursement of training costs from employees who leave are out of step with today's workforce
