New data shows that nearly one out of every three high net-worth filers were audited by the IRS in 2011 -- and that percentage could go up this year.
Some companies would benefit, but others would take a hit to earnings
Bob Mulholland, who was head of the wealth-management adviser group, was named head of wealth management and investment solutions
The following is an edited version of a speech given Sept. 12 by Elisse B. Walter, a member of the Securities and Exchange Commission, in Wichita, Kan., at the annual conference of the North American Securities Administrators Association Inc.
Deaths from traffic accidents around April 15, traditionally the last day to file individual income taxes in the U.S., rose 6% on average on each of the last 30 years of tax filing days compared with a day during the week prior and a week later.
Federated Investors Inc.'s pending acquisition of $5 billion in money market fund assets from Fifth Third Bancorp could be just the beginning of a spending spree.
IRI agrees SS claiming strategies are crucial to a holistic retirement income plan. Send your SS questions to me and I'll post my answers.
After a recent appearance on Consuelo Mack's WealthTrack <a href=http://www.investmentnews.com/section/video?playerType=CMWealth&bctid=1537880225001>(watch here)</a> discussing Social Security, <i>InvestmentNews</i> contributing editor Mary Beth Franklin quickly received more than 100 inquiries from advisers and investors about strategies and techniques for most effectively tapping this cornerstone of retirement income.
Implementing a “Buffett rule” to require a minimum 30 percent tax rate for the highest U.S. earners would raise $31 billion over the next decade, according to a government estimate.
Americans who work with financial advisers are more conficent about their retirement prospects.
The latest Retirement Confidence Survey is out today. For the 22nd year, the Employee Benefits Research Institute and Matthew Greenwald & Associates have asked American workers about their retirement dreams and concerns
Duo leave ahead of merger with Raymond James; 'wouldn't have left in a million years'
Deals for top producers could fall short of expectations: Recruiter
Morgan Stanley, WellsTrade and Merrill Edge trail in Consumer Reports ranking of brokerages.
Sinking price of ingots could push up demand in the new year; didn't expect to see gold 'hold as well as it has'
Famed investor cut 99% of his investments in bullion in 1Q; 'death of a bull'?
Precious metal loses that lovin' feeling; traders witnessing the 'death of a bull'
