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Give stock, save on taxes, says survey
Millions have the potential to realize additional tax savings by donating securities with long-term appreciation.
Aon to shed 2,700 jobs
The layoffs are part of a global restructuring plan that will cut down on expenses, Aon said in a filing with the SEC.
LOMA honors Sun Life for education
Sun Life Financial’s U.S. division received the Life Office Management Association Educational Achievement Award.
Incomes up 0.4% in September
Americans were making more and spending less in the month of September, according to two reports from the Department of Commerce.
GDP, other economic gauges revive
Real gross domestic product out-performed economists’ expectations, rising 3.9% in the third quarter.
FundVest adds Calamos to fund platform
Pershing has added Calamos Asset Management to its FundVest no-transaction-fee mutual fund platform.
Citigroup snaps up Carlton Hill
Citigroup Inc. will buy Carlton Hill Global Capital, a New York-based fixed-income money manager.
Russell funds available through FundQuest
To serve RIAs, FundQuest has added Russell products to its managed accounts platform.
Home prices, consumer confidence sag
August home prices slumped for the eighth consecutive month and consumer confidence took a downward turn in September.
LIMRA and LOMA ink merger
The new not-for-profit organization will called LL Global Inc., providing a unified management structure.
Long-term-care insurance buyers younger
The average age of a buyer is now 58, down from 61 in 2005, and 67 in 2000, according to a survey.
RIA assets skyrocket 47%
RIA firms racked up $1.4 trillion in assets this year, compared to $950 billion in assets in 2005.
You can ease women’s long-term-care fears
Americans are in denial about their finances. Federal data show that they spend like there's no tomorrow. Our middle class is among the most affluent in history, but many live paycheck to paycheck, their futures mortgaged to fund their increasingly expensive amusements.
Thomas C. Wilson new Allianz risk chief
He will replace Raj Singh, who will take a new position at the Swiss Reinsurance Co.
Age-based funds dominate 529 plans
Age-based mutual funds appear to have firmly cemented a commanding position as the investment option of choice in Section 529 college savings plans, according to industry executives at the annual 529 Technical Conference in Las Vegas last week.
Ladenburg acquires indie firm Investacorp
Ladenburg Thalmann Financial Services Inc.'s acquisition last week of Investacorp Inc., could position the latter to be more active in recruiting representatives and financial advisers, as well as potentially buying smaller firms.
Hancock offers 8% withdrawal guarantee on annuities
John Hancock Annuities is making a run for old and young retirees with a new annuity rider.
Merrill’s O’Neal talked merger with Wachovia
Merrill board irked by CEO E. Stanley O'Neal's unauthorized outreach, The New York Times reports.
E-M Management hits up investor for cash
After his business fell apart, Ed May asked a former client to put money into a new set of investments.
In California, advisers worry about clients
Some 77% of respondents to an InvestmentNews survey plan to reach out to clients in areas affected by wildfires.
