Displaying 7837 results
Tax reform could mow down deductions, special cap gains treatment
The mortgage expense tax deduction and other 'sacred cows' would be gutted under an influential lawmaker's tax proposal
<b>Incite:</b> Fiscal meltdown in U.S. just got a whole lot closer
Budget battle is sound and fury signifying very little
A free, rudimentary estate tax calculator for advisers
While the 2010 Tax Act for now locks in the current marginal tax rates for all income levels, advisers thinking about the future need tools at their disposal now to help sort out a client's future options, especially when it comes to the estate tax.
Concern, optimism felt by bankers over loans
Bank risk managers appear to be a bit more optimistic about the economy than they were 10 months ago, but most still expect mortgage and home equity loan delinquencies to stay the same or rise in the near term, according to a recent survey
You having a laugh, mate? U.K. proposes $225 a week flat-rate state pension
The U.K. government proposed replacing its current means-tested state pension with a flat-rate payment of about 140 pounds ($225) a week, with the goal of increasing incentives for people to save for their old age.
DOL expected to issue retirement distribution guidance soon
The Labor Department is expected to release distribution guidance aimed at plan participants as they exit defined-contribution plans, according to a well-known employee benefits attorney
DOL expected to issue guidance for retirement plan distributions
The Labor Department is expected to release distribution guidance aimed at plan participants as they exit defined-contribution plans,…
Workers making a hash of nest eggs
Retirement funds not even close to what employees say they'll likely need; confidence level lowest in 20 years
U.S. Trust loses $5.9B adviser to new wealth venture
Todd S. Thomson, Citigroup Inc.'s former head of wealth management, lured a top Bank of America Corp. financial adviser with $5.9 billion in client assets to join a new business that caters to independent advisory firms.
Salaries inching up for entry-level financial advisers
With the economy seemingly on the mend, newbie financial advisers are finding that it's a great time to be breaking into the game
Pension group calls DOL disclaimer for B-Ds ‘unduly harsh’
ASPPA rails against proposal requiring brokers to disclose that they're not impartial and not working in a plan's best interest
BlackRock is hiring to boost DC business
In a bid to expand its financial-adviser-sold defined-contribution business, BlackRock Inc. is tapping former executives of a retirement-focused broker-dealer that LPL Investment Holdings Inc. bought last year
Big shake-up happening in Putnam’s retirement unit
Putnam Investments has reorganized the senior ranks of its retirement division and is in the process of getting rid of all non-functional titles among senior executives across the company
New regulations spur cheaper 401(k) options
As advisers to 401(k) plans brace for upcoming regulations mandating greater fee disclosure, The Charles Schwab Corp., BlackRock Inc. and TD Ameritrade Trust Co. are among a number of firms that are launching lower-cost options ranging from exchange-traded funds to index-fund-only plans
How to save wealthy investors from themselves
Barclay's behavioral-finance expert says rich clients' irrational responses can be reined in
What’s ‘rich’? Millionaires up the bar
Apparently, $4M isn't what it used to be. When asked how much they'd need in investable assets to consider themselves wealthy, millionaires came back with a hefty number.
Are your wealthy clients cheating on you?
Reluctant to entrust their financial assets to any one financial adviser, the nation's top tier of investors is spreading its wealth. In fact, new research shows that well over half of wealthy clients now work with at least five advisers.
Securities lending in 401(k)s comes under heavy fire
Government studies show employees, bosses often unaware of practice; does it boost returns or not?
Fidelity: 401(k) balances climbed 11% in 2010
Employees' 401(k) account balances in the equities markets in 2010 continued to climb and were higher than they were before the markets fell, according to a recent analysis
GAO lifts hood on target date funds – and finds big problems
The U.S. Government Accountability Office has recommended several major changes to the use of target date funds in…
