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The next frontiers in wealth management
As we enter the New Year, financial advisers are probably asking themselves about the strength of the recovery and whether their firm is positioned to capture new clients and talent
Prudential latest to rev up hybrid LTC product
Like automobiles, the future of long-term-care insurance may lie in hybrids.
MetLife halts sale of new long-term-care insurance
MetLife Inc., the largest U.S. life insurer, will halt the sale of new long-term care coverage after citing “financial challenges” in the business.
‘Logistics issues’ force NAPFA to relocate annual conference
The National Association of Personal Financial Advisors is moving its May national conference to Salt Lake City from Las Vegas, where it was originally scheduled.
The 2011 Outlook
Financial advisers are upbeat about prospects for stocks in 2011, with many predicting that last year's broad market surge will continue into this year. That's what they're telling their clients, too.
Shift in public pensions seen benefiting advisers
As financially troubled states and cities grapple with their pension obligations, many institutional money managers anticipate a big…
Nearly 100 takeover targets for 2011, Morningstar says
Nimble investors could jump on some attractive acquisition candidates ahead of the unfolding 2011 takeover wave, according to the latest research from Morningstar Inc.
Mariner buys CBIZ wealth business
The 24-employee unit will continue to work out of seven different cities
The most popular funds in the 401(k) market
The American Funds Growth Fund of America (AGTHX), Pacific Investment Management Co. LLC's Total Return Fund (PTTAX) and American Funds' EuroPacific Growth Fund (AEPGX) are the three most popular mutual funds in the 401(k) market, according to research being released today.
Death tax could still be killed
Business groups, Republicans vow to dismantle the provision, piece by piece
U.S. public: Cut the deficit, but don’t raise taxes or touch entitlements
When it comes to slimming budgetary excesses, Americans apparently don't subscribe to 'no pain, no gain'
The Power 20
Who will be the movers and shakers affecting the financial services industry in 2011?
BAM buys 401(k) plan provider
BAM Advisor Services LLC, a turnkey asset management program, announced today that it is buying Advisors Access, a provider of 401(k) plans, from Capital Directions LLC, an advisory firm.
<b>Incite:</b> Liberal foes of tax plan threaten middle class
Scuttling the Administration's tax proposal would hit average Americans squarely in the wallet; the fate of refundables?
Financial advisers fear possible rollover rules
Regulations may prohibit reps, providers from competing in the lucrative market
Death tax gets new life
Democrats may not be happy with the Administration's plan to revive the levy, but there may not be much they can do about it. Here's how things shake out right now.
Special report: Lifestages
In the final installment of this four-part series, InvestmentNews examines how advisers' relationships with 75+ year-old clients is changing considerably.
New Medicare law could spark client-adviser talks
End-of-life planning seen raising awareness of issue; living will crucial
Our already broken pension system is being destroyed
In yet another example of “innumeracy” when it comes to retirement adequacy, the Bipartisan Policy Center — which insists that affluent people will retire rich and don't deserve tax breaks — has proposed tackling the deficit by halving the amount that employers and employees can contribute to 401(k) accounts
