About eight months ago, a recently divorced friend called me in a panic. John and his ex-wife, Mary, as I'll call them for the sake of privacy, were sorting out their financial affairs and realized that there was little money available to pay for college for their only child, who will be heading off to school in 2013.
Elderly couple awarded $1.4M for claim over tenant-in-common exchanges; were seeking $8M
At $6B, Margaret Cargill top donor in U.S. in 2011; Michael Bloomberg, George Soros also big givers
As lawmakers consider how to attack tax reform and debt reduction, the way that charitable gifts and deductions are treated is in the cross hairs.
Carrier aims to pull away from 'capital-intensive' products — including annuities
For the past 30 years, garnering sufficient investment income could be as simple as investing in an assortment of Treasury bonds.
Frank Campanale says the revival of the famed brokerage should be a hit
Turnkey asset manager in talks with Transamerica Life Insurance Co. and The Phoenix Cos. to develop income-producing product
Peter Dorsey will continue to mind TD Ameritrade's Western region during transition
Takes over top sales spot left vacant after promotion of Nally
Deflated investors now seeking inflation hedges in 529 plans
Judge finds for claimant in $5 million stoli benefits payment from Lincoln National Life
Commission's decision seen as tacit endorsement of the Alternative Investment Product service
Prudential Financial Will pay $17 million to settle with seven states; regulators claim insurer used more comprehensive database for cutting off annuity payments than one used to locate those owed money.
Illinois lawsuit alleges MetLife and Prudential owe some $524M in unclaimed death benefits
Life insurers have paid $52.6 million in death benefits since New York's banking and insurance regulator forced the companies to use government data to identify cases where they didn't pay claims.
