Adhesion Wealth Advisor Solutions has upgraded its WealthADV Unified Managed Account platform, while Fla. vendor unveils report creation software
The utilities sector is no longer the slam dunk it once was when it comes to generating income for investors.
President Obama’s proposal to raise taxes on affluent households, detailed in his budget plan today, could be a boon for tax-managed mutual funds.
The Ohio Department of Insurance has confirmed it will provide temporary reserve relief for 20 insurance companies headquartered in the state.
Thomas M. Marra, chief operating officer of The Hartford (Conn.) Financial Services Group Inc., will retire from his post July 3.
All carried-interest distributions from private-equity funds and hedge funds would be taxed as ordinary income instead of capital gains under Obama's proposed budget.
The Financial Planning Association has lowered the registration fee for one of its upcoming conferences in light of the downturn in the economy.
The World Series champion Phillies are relieving one of their pitchers, whose cash is frozen in the wake of the alleged $8 billion fraud committed by R. Allen Stanford.
Federal Reserve Chairman Ben Bernanke today backed the idea of creating an optional federal charter for insurance.
Financial advisers, already overwhelmed with frazzled clients, want more understanding from their wholesalers.
The age of long term care insurance purchasers continues to skew downward as more baby boomers buy policies.
While financial planning software has helped streamline operations, experts encourage advisers to keep the client experience in mind.
A client wants to pay off his mortgage with a retirement account distribution and is wondering about the short- and long-term financial ramifications.
When combing through new investment ideas, advisers would be wise not to ignore mutual funds and separate-account strategies at the bottom of the heap.
Hard times are on the horizon for insurers as commercial mortgage exposure haunts carriers and capital levels shrink, according to Fitch.
Insurers have begun bidding for American Life Insurance Co., the life insurance unit of American International Group Inc.
