Displaying 21886 results
New Jersey sets up rules to work around SALT deductions cap
Property owners may receive tax credit of up to 90% on contributions to local funds.
What advisers get wrong about investors
Investors are a diverse bunch, which should guide the way advisers prospect for clients and deliver recommendations.
Bank-heavy ETFs see brisk demand amid rising interest rates
A steeper yield curve can help banks earn more on the money they lend out.
Wells Fargo CEO is prepared to lead company indefinitely
Repelling rumors of being replaced, Tim Sloan says he's in it for the long haul.
Orthodontists aren’t smiling about teeth-straightening startups
Companies like SmileDirectClub will correct misaligned teeth for much less money.
Prime money market funds stage a comeback
Higher rates are luring investors back to the funds, which saw a mass exodus just a couple of years ago.
Wells Fargo chair denies rumors bank is seeking to replace CEO
News report claimed the board had talked to former Goldman exec Gary Cohn about the job.
SEC charges $54 million Louisiana RIA and owners for cherry-picking scheme
Wesley Kyle Perkins and Priscilla Gilmore Perkins, husband and wife owners of World Tree Financial, allegedly benefited themselves by handpicking the most profitable trades.
Indexed annuity sales grow among wirehouses, independent broker-dealers
A product design that's more palatable to brokers and a bigger roster of familiar carriers have raised the product profile for brokers.
Bank of America to sell alternative operations with $20 billion to iCapital
The operations for feeder funds pool client money to invest in hedge funds and private equity.
Lawmakers want to reform rules around RMDs
One measure would scrap the "stretch IRA," which has helped financial advisers preserve retirement wealth passed on to heirs.
Western & Southern buys Gerber Life Insurance in $1.55 billion deal
Gerber Life has $52 billion of life insurance in force and covers 3.6 million policies for individuals.
Bad things happen to good clients — and your response is critical
Advisers' responses to clients' life-altering events can distinguish them from their competitors.
Do-it-yourself deals are all the rage among rich investors
Ultrawealthy look beyond hedge funds and private equity to making direct investments in businesses.
Fixed annuities are on a tear
Fixed annuities are positioned for a record year, with fixed-rate deferred and indexed annuities driving the growth.
Do-it-yourself deals are all the rage among rich investors
Ultrawealthy look beyond hedge funds and private equity to making direct investments in businesses.
House committee passes open MEP bill
Insurance groups say the measure, which now heads to the full chamber for a vote, doesn't go far enough.
Fidelity CEO says zero-fee funds aimed at attracting new customers
Johnson says way to prosper in financial services is 'by building relationships.'
How do you spell investor relief in a bear market? E-T-F
The nine-year-old bull market is giving some investors the jitters, but the ETF industry is trying to calm their fears.
Inaccurate info from Social Security Administration poses a challenge for widows
Stresses of losing a spouse include steep decline in household income for many, according to a survey.
