Displaying 7837 results
Plans to tax munis won’t fly, says BNY Mellon
Despite need to raise federal tax revenues, bank believes lawmakers will spare municipal debt
Wealthy buying McMansions on Uncle Sam’s dime
Taking advantage of loan guarantee program intended to help low-income families buy homes; debate now in Congress
Time for clients to refi? Mortgage rates hit lowest on record
Rate on average 30-year fixed loan falls to 4.12%; 'homebuyers are not responding'
DOL delay on plan fee disclosure rules gives service providers some breathing room
Effective date on reg is bumped back to April 1
Court says third-party carriers to retirement plans can be sued
A federal circuit court yesterday decided that retirement-plan participants can sue third-party insurers under the Employee Retirement Income Security Act of 1974.
So what’s Kotlikoff’s Purple Tax Plan — and will it actually work?
Proposed reform mixes in wins for both blues (Democrats) and reds (Republicans); accountants, advisers may boo, however
Wealthy turn to auctions as mansions go unsold for years
Owners seek a quick sale -- and pray a bidding war breaks out; $65M house, $22M minimum bid
Pre-retirees are concerned but they aren’t panicking
Pre-retiree investors may not be enjoying the hair-raising stock market roller coaster, but they aren't screaming to get…
<b>New list:</b> The largest managers of HNW assets
Money managers ranked by assets from clients with more than $100M.
Who might pay higher taxes as a result of the debt deal?
The private equity managers, oil companies and high-income earners that have been the Obama administration’s prime targets for…
An SRO for advisers that could give Finra ‘a run for its money’
Washington and New York will be joined by Oxford, Miss., as centers of the investment adviser universe if a group of students from the University of Mississippi law school succeeds in establishing a self-regulatory organization for advisers
Lightyear looking to raise $1.1B through UBS
A year after pulling off the high-profile acquisition of a leading network of independent broker-dealers, Lightyear Capital LLC, which is controlled by former PaineWebber chief executive and chairman Donald Marron, is back in the market looking to raise more than $1 billion from investors.
Mass affluent are waiting for your text: Fidelity
Financial advisers are bumping into one another trying to win new accounts among affluent investors, but they can add some profitable business from less obvious market segments — one of which is investors who have never had a financial adviser.
Selling small businesses on retirement plans
As overall longevity increases, outliving retirement resources is more likely than in the past, making retirement planning more important than ever
Roth re-characterization confusion
Recent market volatility exposed a basic misunderstanding by financial advisers and even certified public accountants of the mechanics of undoing Roth conversions, a process called a Roth re-characterization
Securities America ‘in great spot’ after Mutual of Omaha deal
Brokerage Mesirow to take on 401(k) fiduciary duties for Mutual of Omaha plans sold by SA reps
CFP Board launches awareness campaign with print ad
A multimillion-dollar campaign to encourage investors to use credentialed financial planners to manage their money launches this week with a print advertisement in three business magazines.
<span style=’color:red;’><b>INTV:</b></span> Rally or recession? What advisers think is next
Wild swings and declines in the market have advisers addressing constant client questions.
TIAA-CREF replaces Fidelity for California’s $4B 529 college plans
California signed on TIAA-CREF to manage its college-savings replacing Fidelity Investments, which decided not to bid
Doubling down on 529 tax breaks
With marginal rates likely going up, now is a good time for clients to rethink how they can get the most out of their tax-deferred college-savings plans
