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Program helps women cope with ‘life transitions’
An enormous number of women aren't getting the help they need to navigate major life changes
Riled-up Dems say estate tax plan ‘a bridge too far’
Democrats take dead aim at $5M exemption, low rate; .14% of estates would owe taxes under Obama's proposal
Baucus bids to block estate tax dodge
Influential lawmaker seeks to raise rate on gift tax; 'may disperse some people'
Older individuals pay more for new LTC policies: Study
Roughly 76% of individuals under 61 who purchased long-term-care insurance during the first half of 2010 will pay less than $2,500 a year, according to a study released today by the American Association for Long-Term Care Insurance.
Pensions offer the self-employed flexibility
As of late, most financial advice regarding retirement options has been geared toward company employees
What the new tax plan means for the markets
Stocks rose, copper and gold climbed to all-time highs and Treasuries fell after President Barack Obama agreed to extend tax cuts, offsetting concern that Europe's debt crisis will spread further.
Bush-era tax cuts: The six key terms on the table
President Barack Obama and congressional Republicans kick-started negotiations today at the White House over a possible extension of Bush-era tax cuts that are set to expire Dec. 31.
OppenheimerFunds unit tapped to manage $160M 529 plan
The Tuition Plan Consortium has tapped OFI Private Investments Inc., a subsidiary of OppenheimerFunds Inc., to manage its…
<b>Special report:</b> The top RIAs
Who are the largest RIAs in the country? What firms are growing faster than all of the others? Find out in the latest quartely version of this InvestmentNews special report
Coalition puts tax strategy patents in its cross hairs
A broad coalition of accounting, financial planning and consumer groups are hoping that the new Congress will take up a long-sought-after ban on the practice of patenting tax strategies
NaviPlan and Profiles are updated by EISI
Those crafty Canadians at Emerging Information Systems Inc. know how to keep financial advisers coming back for more.
Tax breaks on brink? ‘Zero plan’ moves forward
Leaders of a presidential deficit commission recommend the elimination of all tax breaks for retirement, life insurance and employer-sponsored health care plans in their final report, which was released Wednesday and will be voted on by the full panel Friday morning.
House fires opening salvo in tax-cut tussle
The House of Representatives approved on Thursday a bill that would permanently extend Bush administration tax cuts for the middle class but allow rates for wealthier taxpayers to increase.
‘Zero plan’ chopped — but tax breaks still on the block
Congress won't act directly on a proposal approved by a presidential deficit commission this week, but elements of the plan could become part of legislative proposals in coming months to address huge fiscal imbalances.
Deficit panel’s ‘zero plan’ could do a number on insurers, advisers
Preferential tax treatment for retirement programs and insurance products are threatened in a draft proposal from the chairmen of the national deficit commission, according to advocates.
Northern Trust launches gay, lesbian wealth management biz
Northern Trust Corp. long has championed its conservative heritage as a 121-year-old financial institution that eased through the Great Depression and most recently the Great Recession.
The fight over 401(k) advice: Will anyone win?
In trying to clarify who can give advice to 401(k) plan participants and under what circumstances, the Labor Department appears to have antagonized just about everybody.
Target fund rules may mean 401(k) changes
Newly proposed disclosure rules could steer plan sponsors to more conservative target date funds for their 401(k) plans, according to some industry experts.
J.P. Morgan launches share class with no 12(b)-1 fees
With reform looming, bank's asset management unit joins others in offering retirement plans so-called R6 option
<b>Tax tips:</b> Greater returns and asset consolidation
It's that time of year when you are talking to clients about taxes.
