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Rising star in wealth management? Wells Fargo crew hitches wagon to U.S. Bancorp
Lender making big push to win ultra-wealthy clients, with ex-Wells execs leading the charge
BofA to trim branches; advisers to go virtual
Clients in less-populated areas will be left to get their advise from talking heads
AllianceBernstein sees target date fund outflows
But money flowed into TDFs run by Vanguard and T. Rowe Price in the first quarter
Home values plummet in last year — and worst not over
Despite a rebounding economy, the humber of 'underwater' mortgages in the U.S. now stands at a whopping 28%. And real estate analysts say there's more where that came from.
The unexpected can sabotage the best-laid retirement plans
Advisers may have a sense on how to prepare for a retirement that's right on time, but an unexpected retirement due to illness or layoff can shake even the most stable plans.
Alternatives absent from company retirement plans
Making the case for alternative investments in a long-term, properly allocated portfolio is easy
Tax planning: Clients don’t ask, advisers don’t tell
When it comes to taxes and tax planning, what we've got here is a failure to communicate
Yet another insurer bows out of LTC biz
Rising medical costs and longer live expectencies are putting the squeeze on long-term-care insurance providers. This week, another carrier -- Guardian Life -- said it's exiting the LTC biz.
John Hancock will draw the curtains on AnnuityNote simplified VA
John Hancock Life Insurance Co will suspend sales of all AnnuityNote Portfolios variable annuity contracts, effective April 29.
Wealthy parents keeping kids in dark about inheritances
Rich folks, worried that the specter of a large bequeath could kill a child's drive to succeed, are increasingly keeping mum about their estates
United Capital Acquires $170M financial planning firm
United Capital Financial Advisers today announced the acquisition of financial planning firm Vantage Point Advisors. Vantage Point, which manages $170 million in assets, will now operate under the name of United Capital Private Wealth Counseling.
Obama puts money where his mouth is on tax return
The president's policy goals are reflected in his personal money management, according to an expert who reviewed the tax returns the country's chief executive made public after paying his family's annual bill to the government he runs.
Workers like auto-enroll, so why don’t plans push it?
“Anemic” default-contribution rates among defined-contribution plans using automatic enrollment stand in stark contrast to what plan executives consider optimal savings rates, a survey of 101 plans by the Defined Contribution Institutional Investment Association has found
To build assets, think rollovers
The key to winning a bigger wallet share of retirement assets from affluent investors is as simple as…
Winning over prospects and generating new referrals: What works?
Finding good sources of referrals and winning over prospects is more of an art than science.
Tax changes spark dramatic jump in charitable giving
Greater certainty around taxes spurs increased donations to donor-advised funds
Ex-FPA prez to Congress: Clients looking to earn less to avoid tax hit
Johannessen says proposed 39.6% top marginal rate spooking more-affluent filers
Putnam launches a trio of retirement income funds
Putnam Investments has released a series of three new retirement income funds and paired it with a planning tool for financial advisers.
Defining the ‘professional’ trader
The Tax Court recently ruled that a taxpayer who made just three trades in 2005 didn’t qualify as…
Savers want helpful hand, but not hand-holding
A majority of Americans want their bosses to supervise, but not baby-sit, their retirement savings accounts, according to…
