RIA News

Displaying 37447 results
LIFE INSURANCE AND ANNUITIES JAN 03, 2008
FINRA wants delay in VA-sale rule

After an outcry from member B-D firms, FINRA proposed pushing back a section of the rule to Aug. 4.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JAN 03, 2008
Jackson adds VIP and S&P funds

Jackson National Life Insurance Co. today added a pair of new portfolios to its retail mutual fund lineup.

By Bloomberg
RIA NEWS JAN 03, 2008
SEC report sheds light on B-D rule

Many investors found disclosures that advisers and B-D firms are required to provide are "problematic.”

By Bloomberg
LIFE INSURANCE AND ANNUITIES JAN 03, 2008
NAIC announces 2008 execs, salaries

Catherine J. Weatherford, executive vice president and chief executive officer, will earn $370,000.

By Bloomberg
RIA NEWS JAN 02, 2008
Millionaires, affluent upbeat in new year

Confidence blossomed among investors with more than $500,000 in investible assets in December.

By Bloomberg
RIA NEWS DEC 28, 2007
New home sales fall 9% in November

Sales of new one-family homes fell to an annual rate of 647,000, according to the U.S. Census Bureau.

By Bloomberg
RIA NEWS DEC 28, 2007
Delayed AMT 'patch' to stall refunds

Up to 13.5 million taxpayers won’t be able to file their AMT-related returns until Feb. 11, said the IRS.

By Bloomberg
RIA NEWS DEC 27, 2007
Bush signs AMT 'patch' into law

The tax package also includes a seven-year renewal of a terrorism-insurance program.

By Bloomberg
RIA NEWS DEC 27, 2007
Existing homes value drops 1.4%

Prices of existing single-family homes slumped for the tenth consecutive month in October.

By Bloomberg
RIA NEWS DEC 21, 2007
Americans earning, spending more

Customers opened their wallets in November, as personal income and prices jumped, according to the Commerce Department.

By Bloomberg
LIFE INSURANCE AND ANNUITIES DEC 21, 2007
Marsh & McLennan CEO shown the door

The insurance company's president and chief executive, Michael G. Cherkasky, will step down.

By Bloomberg
RIA NEWS DEC 20, 2007
Morgan feels subprime pain in Q4

Mortgage-related losses took a $9.4 billion bite out of Morgan Stanley’s fourth-quarter report, the bank said yesterday.

By Bloomberg
LIFE INSURANCE AND ANNUITIES DEC 20, 2007
Group moves to bridge insurance GAP

America’s Health Insurance Plans today unveiled a proposal to provide health insurance coverage to more people.

By Bloomberg
RIA NEWS DEC 20, 2007
Economy expands in third quarter

The gross domestic product increased 4.9% in the July-to-September quarter, unrevised from its previous estimate.

By Bloomberg
RIA NEWS DEC 20, 2007
Bear takes $859 million 4Q hit

The Bear Stearns Cos. Inc. posted its first quarterly loss in the company's 84-year history.

By Bloomberg
RIA NEWS DEC 20, 2007
Treasury explores revamp of business tax

Replacing the business income tax with a tax based on gross receipts would be beneficial, suggested the Treasury.

By Bloomberg
RIA NEWS DEC 20, 2007
Japan holds interest rate at par

The Bank of Japan kept interest rates steady at 0.5%, indicating that the Japanese economy is expected to grow at a slower pace.

By Bloomberg
RIA NEWS DEC 19, 2007
Bill Gross: 'Mild' recession on horizon

The economic contraction will be ``a mild one based upon housing and its ultimate handoff ... to the consumer.''

By Bloomberg
LIFE INSURANCE AND ANNUITIES DEC 19, 2007
Insurers prescribe broader health care

America’s Health Insurance Plans has unveiled a proposal to provide health insurance coverage to more people.

By Bloomberg
LIFE INSURANCE AND ANNUITIES DEC 19, 2007
VA assets grew $1.5 trillion in 4Q

That’s a 15.3% gain from the same period last year, when net assets for variable annuities were $1.3 trillion.

By Bloomberg