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U.S. SEC official to leave agency for Prudential
ReutersWASHINGTON, May 9 (Reuters) - A top official at the U.S. Securities and Exchange Commission is leaving the agency to become chief compliance officer of Prudential Financial Inc's mutual fund arm, the SEC and Prudential announced on Thursday. Bruce...Tags: Finance, Prudential Financial Incorporated, Economy, Business and Finance, Securities, U.S. Securities and Exchange Commission
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Advisory firm Sontag stops taking fees from Schwab and Fidelity
ReutersNEW YORK (Reuters) - Sontag Advisory, which oversees $3.6 billion of investments for wealthy families and individuals, has reversed its policy of accepting payments from Charles Schwab Corp and Fidelity Investments for recommending the brokerage firms...Tags: Finance, Economy, Business and Finance, TD Ameritrade Holdings Corp., Charles Schwab, Investments
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Check rules for keeping adviser, staying in 401(k)
Q: I have a financial adviser who helps me manage my finances and 401(k)'s. I'm retiring and want to leave my 401(k) with my company but still would like my adviser to help manage it. He says he would no longer be able to because I would no longer be...Tags: Career and Workplace, Finance, Financial Planning, 401K, Economy, Business and Finance
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Should you write a book?
ReutersNEW YORK (Reuters) - Wealth managers who think that writing a book will bring them influence and a flood of new clients may want to think again. A nice hardback could bring some respect, say advisers who gave in to the temptation of authorship, but at...Tags: Book, Public Relations, Federated Investors Incorporated, Computing and Information Technology Industry, Marketing
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YOUR PRACTICE-Should you write a book?
ReutersBy Chelsea Emery NEW YORK, May 8 (Reuters) - Wealth managers who think that writing a book will bring them influence and a flood of new clients may want to think again. A nice hardback could bring some respect, say advisers who gave in to the temptation...Tags: Federated Investors Incorporated, Chelsea (Staten Island, New York), Public Relations, Book, Computing and Information Technology Industry
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Stern Advice: A tax strategy for all seasons
ReutersBy Linda Stern WASHINGTON, May 8 (Reuters) - Just when you may have thought that federal tax policy was set - that January's "fiscal cliff" deal meant you could go about your financial life with multi-year certainty - Washington is again talking of...Tags: Environmental Issues, Taxation, Max Baucus, Charity, Insurance
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Which road to take: Annuity or lump sum?
Q: I plan to retire by May and have a payment option on my pension plan. I can take a lump sum of $93,000, or an annuity of $602 per month with no inflation adjustment. I'm 67 and in relatively good health. My parents both lived through their late 80s. I'...Tags: Inflation and Deflation, Career and Workplace, Pension and Welfare, Social Security, Retirement
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Merrill Wealth rehires Chhabra as chief investment officer
ReutersBy Jed Horowitz NEW YORK, May 6 (Reuters) - Merrill Lynch Wealth Management on Monday said it has hired Ashvin Chhabra as chief investment officer and head of investment management, overseeing about 150 strategists who design portfolios for wealthy...Tags: Finance, Investment Service, Bank of America Corp., Banking, Economy, Business and Finance
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Report: Former coach claims he got money to steer Kansas star McLemore
ReutersThe former AAU coach for Kansas star Ben McLemore claims he received thousands of dollars in cash and other benefits to steer McLemore to sports agents and financial advisors during the past college basketball season, according to a story Saturday on...Tags: Ben McLemore, USA Today, Travel, NBA Draft, Trips and Vacations
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Family loan must be formalized
Q: My son graduated from law school in 2006 and owes about $206,000. I want him to pay off one of his loans (about $50,000 with the interest rate of 8.25 percent). I want to give him $13,000 and loan the rest with the condition that he pays it back when...
Tags: Finance, Financial Planning, Economy, Business and Finance, Money and Monetary Policy
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CORRECTED-COMPLY-Regulators eye troubling credentials for advising seniors
Reuters(Corrects that CRPC designation is available from College for Financial Planning, not the Certified Financial Planner Board of Standards) By Suzanne Barlyn NEW YORK, May 2 (Reuters) - Financial advisers may need to be more careful then ever when using...Tags: Morgan Stanley Dean Witter & Company, Finance, Retirement Planning Services, Wells Fargo & Co., Financial and Business Services
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UBS names head of private wealth division in Americas
ReutersMay 3 (Reuters) - Swiss bank UBS AG's U.S. brokerage unit has named a new head for its private wealth management division, as the company looks to expand its business catering to clients with $10 million or more in investable assets. John Mathews, who...Tags: Morgan Stanley Dean Witter & Company, Wells Fargo & Co., UBS AG, Bank of America Corp., Personal Income
May 9, 2013
|Story| Reuters
May 9, 2013
|Story| Reuters
May 10, 2013
|Story| Chicago Tribune
May 8, 2013
|Story| Reuters
May 8, 2013
|Story| Reuters
May 8, 2013
|Story| Reuters
Apr 26, 2013
|Story| Chicago Tribune
May 6, 2013
|Story| Reuters
May 4, 2013
|Story| Reuters
May 5, 2013
|Column| Orlando Sentinel
May 3, 2013
|Story| Reuters
May 3, 2013
|Story| Reuters
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