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BlackRock’s Bob Doll: The recovery is on track
Despite some mixed data over the past couple of months, our view is that the global economic recovery remains on track, both in developed and emerging economies.
Spoils for sale: Accused Ponzi schemer’s ‘oddball’ car collection auctioned off
An eager crowd of about 700 bidders showed up at a North Salt Lake warehouse for a most unusual auction
<b>Images of the day</b>: Following suicide attempt, star adviser comes clean
Rhonda Breard, 47, promoted her financial expertise in television infomercials and in $49 seminars at local community colleges. Beginning in 2004, she started encouraging clients to take money out of certain accounts and turn it over to her — supposedly for new investments.
Advisers weigh benefits of new VA products
Now that the days of generous variable annuities are behind them, some advisers are finding ways to fit the revamped, slimmed-down versions into clients' portfolios.
12(b)-1 fees pay for more than just hand-holding
I have a solution for Lee Feldman's salespeople who are worried about losing their income derived from 12(b)-1 fees (“Keeping 12(b)-1 fees discourages churning,” Feb. 1).
Health-care cost now up to $20.50 an hour at home
While the national average cost of home health care increased last year, expenses vary from city to city.
Bank of America already working on upgrade to its new Financial Wellness Monitor
Bank of America Merrill Lynch is already planning the next evolution of its Financial Wellness Monitor to be able to score investors' overall financial situation.
California vs Greece? No contest, say bond buyers
Both sovereigns are facing economic woes. Both are facing huge budget gaps. But only one is facing runaway borrowing costs
Genworth launches another hybrid annuity
Genworth's Total Living Coverage Annuity can also be covered through a tax-free 1035 exchange out of an old annuity or life insurance product.
Health care reform: Fast facts on investment income tax and other key changes
President Barack Obama signed a major health care overhaul bill Today. Here are some of its features, along with details on a package of changes to the legislation under consideration by the Senate this week.
Health bill’s tax toll: What will it mean for the rich?
With the passage of the health care bill, investors will see the tax rate on long-term capital gains jump to 23.8%, raising questions for investors looking to protect their assets
Bank of America unveils special designation for 401(k) advisers
Bank of America Merrill Lynch is establishing an elite new designation for financial advisers who want to work with large 401(k) plan clients. The new designation is part of the bank's push to become a bigger player in the retirement space.
Obama’s health care reform complicates cap gains picture
The debate over whether to take capital gains this year heated up yesterday when the House passed health care reform legislation.
Raymond James’ Scott J. Brown: It’s the Ben Bernanke Show!
Scott J. Brown, chief economist and senior vice president of equity research at Raymond James & Associates Inc., offers his daily market commentary.
Obama wants to apply Medicare tax to investment income
President Barack Obama's health plan proposal would extend Medicare taxes to the investment income of higher-earning households.
Putnam makes online Roth IRA tool available to both advisers and clients
Move aimed at helping to open up a dialogue between high-income investors and their advisers
Roth apathy is the real gamble
For advisers and their clients, making a fully informed, balanced decision not to convert to a Roth IRA is — unequivocally — a legitimate choice.
Convert existing IRAs into multiple Roths
Roth IRA conversions should be discussed with most investors this year as part of their overall retirement planning strategy.
AllianceBernstein beefs up target funds
With regulators and lawmakers continuing to scrutinize the blowup of target date funds in 2008, AllianceBernstein LP is adding a component to its lineup of target date funds aimed at managing market volatility better.
