Displaying 7837 results
Dear Mr. Buffett: Taxing millionaires is trickier than it sounds
Plenty of complications in ensuring the wealthy pay same percentage as middle-class earners; 'opening the door for tax lawyers'
Stock-selling baby boomers may stall equity prices for decades: Fed
Aging baby boomers may hold down U.S. stock values for the next two decades as they sell their investments to finance retirement, according to a paper from the Federal Reserve Bank of San Francisco.
401(k) holders who bailed on stocks in 2008 made out worse: Fidelity
Fund firm says staying the course works; investors' resolve tested sorely this week
IRS to build database of regulated tax preparers
Taxpayers will be able to examine the qualifications of paid tax-return preparers in a database being built by the IRS that may be available as soon as 2013.
How to max out your clients’ FDIC coverage
$250K limit can easily be bumped up to $2M; CDARS, brokered CDs gaining in popularity
Monthly fees won’t fly, so banks piling into crowded family office space
Retail accounts of many banks not money-spinners; Wells Fargo latest to join field
Abbot Downing launch to vault Wells Fargo into family office top four
New unit named after maker of bank's trademark stage coach
Family offices big on hedge funds: Survey
Typical family office invests more than a quarter of its clients' assets with hedge funds; share could be even larger
Double-dip looking more like a bump in the road
Fears of second economic downtown driven by fears, not fundamentals; 'bad things have not happened'
Rating cut working out just fine for U.S. Treasury
S&P's single-notch lowering of the U.S. sovereign debt rating was seen as a big blow to the Treasury market. Instead, worries about default on government debt has investors clamoring for -- yep -- government debt. The result? In an auction this week, taxpayers saved $647M.
DOL fiduciary proposal gets bipartisan pounding
GOP and Democratic lawmakers skewer plan to apply stricter standard to retirement plan advisers; 'absence of evidence'
Envestnet to provide money management platform for SSG
Envestnet Asset Management Inc. has signed an agreement to provide a money management platform for Shareholders Service Group Inc., a San Diego-based custodial firm that serves 700 advisers.
401(k) participants’ trading skyrockets during debt drama
Daily trading volume among 401(k) plan participants soared during the height of Congress' debt-ceiling debate, producing a massive transfer to fixed-income investments from equities, according to Aon Hewitt.
Recession took bigger bite out of U.S. economy than estimated
The 2007-2009 recession gouged the world's largest economy more deeply than previously estimated and the recovery lost momentum throughout 2010 before stalling this year, revised figures show, painting a bleaker picture that may raise concern over the outlook for U.S. growth.
Top-rated states face credit downgrade
Moody's places five Aaa issuers under review for possible downgrades. The reason? The states are vulnerable to cuts in federal spending, the rating agency says.
Broken window: Rollover horror stories
When clients withdraw money from an individual retirement account or employer retirement plan and want to move those funds to another retirement account, they must roll over those funds within 60 days of the date that they received the distribution from the plan or IRA
Automatic for the people: Fund firms back digital statements as default for retirement plans
Plan sponsors should be able to send retirement plan info to employees digitally without getting permission, industry groups argue
Fund firms on 401(k) fee disclosure deadline: More time, please
DOL's latest start date — Jan. 1 — still too soon, industry group contends
College marketing an education in how to generate cash, buzz
Top universities are said to be soliciting applicants who have little chance of getting admitted. The reason? Critics say it's to generate both cash and buzz.
