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IRS closes NUA tax loophole
The Internal Revenue Service has closed another loophole in the Tax Code.
Bond choices too narrow for 401(k) investors: advisers
Despite the market rebound, investors are continuing to pour money into bond funds, causing a number of asset managers and financial advisers to make sure that their clients are diversifying their fixed-income holdings.
How picky is picky? Advice regs an unknown
More-restrictive investment advice regulations are coming now that the Labor Department has killed a controversial Bush administration proposal that would have permitted the mutual fund industry to provide direct investment advice to defined contribution plan participants.
Financial planners expect retirement income chops to pay off
Having expertise with retirement income products and issues is paying off for many advisers, according to a study published today by the Financial Planning Association.
Aim’s Tyler Dann: Why health care sector is rife with opportunity
With Congress advancing its controversial 1,900-page health care reform legislation, Wall Street has pushed health care sector stocks into value territory, according to Tyler Dann, co-manager of the $4.8 billion Aim Charter Fund CHTRX.
Industry rails against claims the 401(k) should be "retired’
Providers of 401(k) plans have lambasted a critical article published Oct. 9 in Time magazine denouncing the 401(k) system.
Firm based in smaller market has eye on the wider world
In 1986, Thomas A. Muldowney was discouraged by what he was seeing in the financial services industry.
New York asset manager a family firm in more ways than one
At 83, Robert B. Deans Jr. still comes into the office every day.
A deep bench: Each client is served by a team, typically of 3 advisers, and has access to partners
It's very rare that an investor gets the expertise of an entire financial planning team, but at Budros Ruhlin & Roe Inc., that's exactly what they get.
Skewed IRA, 401(k) data present window for advisers
Government estimates about how much investors withdraw from their 401(k)s and IRAs are probably way off — maybe by hundreds of millions of dollars, according to a report published late last month by the Investment Company Institute.
Serving the stewards is focus of firm with Christian clientele
Ronald Blue & Co. LLC and its chief executive, Russ Crosson, have put their faith in charity.
Americans clueless about paying for long-term care
Even as long-term care costs skyrocket, many Americans have unrealistic plans for how they expect to pay for those services, according to a new survey from the LIFE Foundation.
Fidelity slashes fees on 529 plans
Fidelity Investments on Tuesday announced that it is cutting its management fees on its Section 529 plans. The reduced rates will apply to Fidelity's seven state-sponsored 529 plans.
Credit counselor: Those with debt (any debt!) should skip holiday shopping
Financial advisers and other consumers with any debt at all need to become more Scrooge-like this holiday season and avoid buying presents altogether, cautions a credit counseling organization.
MoneyGuidePro Version 2.2 now available
A significant update to the popular financial planning program MoneyGuidePro was rolled out last week.
Boston Private Financial’s sale of Westfield to management should buoy bank, repay bailout bill
Recent and upcoming unit sales at Boston Private Financial Holdings Inc. will give the bank holding company enough cash to repay government bailout funds without a capital raise, an analyst said Wednesday.
Wal-Mart a smart shopper for target date funds
Wal-Mart Stores Inc. has introduced custom target date funds to its more than 1 million 401(k) participants, following an unusual selection process.
Two items to add to Jan. 4 to-do list
There are few places in the tax law where one can “undo” an earlier taxable act.
What do you get when you cross a therapist with a financial planner?
Tensions at home were mounting after Jeremy Field lost a second construction job as the recession hit. He spent his days on the Internet and the phone looking for work. His wife, Kelly, who had been home caring for their toddler son, reluctantly returned to teaching preschool. But her part-time work meant a huge cut in wages and benefits, forcing them to sell a car and slash Christmas spending.
Skewed IRA, 401(k) data present window for advisers
Government estimates about how much investors withdraw from their 401(k)s and IRAs are probably way off — maybe…
