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Topic
  • May 7, 2007

Lipper to launch online retirement tool

Lipper Inc. today is announcing the launch of Lipper Retirement Insight, a web-based tool for financial advisers that…

Topic
  • May 7, 2007

Grangaard defends his 6.6% solution

Grangaard defends his 6.6% solution The April 9 edition of InvestmentNews included a brief article (“CPA touts…

Topic
  • May 7, 2007

New hires

Lincoln Financial Group of Philadelphia has promoted Terry Mullen to president of Lincoln Financial Distributors Inc., from senior…

Topic
  • May 7, 2007

MUTUAL FUND ROUND TABLE: The following is the edited transcript of the round-table discussion.

InvestmentNews: As baby boomers move from accumulation to distribution, what kind of products do you expect the mutual…

Topic
  • May 7, 2007

Albridge Solutions adds a fee billing component

Albridge Solutions Inc. of Lawrenceville, N.J., has expanded its technology platform to include a fee billing component.

Topic
  • May 1, 2007

Tax relief sought on capital gains

Companion bills on Capitol Hill aim to take inflation into consideration when it comes to long-term capital gains.

Topic
  • May 1, 2007

Bill would swat Tax-shelter scams

A Senate bill revives past efforts to impose tougher penalties on people who promote offshore tax havens and abusive tax shelters.

Topic
  • May 1, 2007

Bills would tighten capital gains rules

Companion bills renew a past congressional attempt to make it harder for taxpayers to avoid paying capital gains taxes on certain investments.

Topic
  • May 1, 2007

Push to privatize Social Security

A House bill recently introduced revives past congressional efforts to create private Social Security accounts for workers.

Topic
  • May 1, 2007

Bill encourages LTC accounts

A bill to create long-term-care trust accounts recently was introduced.