January 13, 2009
SEI Quick Poll: Independent advisors forecast a second-quarter rebound, make resolutions for the new yearMore than half (51 percent) of independent financial advisors forecast the markets will rebound by the second quarter of this year, according to a recent...
January 13, 2009
ICI shows mutual funds popular with seniorsAccording to the Investment Company Institute, mutual funds are a popular financial product for people over the age of 65. Eighty percent of that group view the industry favorably; of those 22 percent view the industry "very
January 13, 2009
SEC finalizes 151AThe Securities and Exchange Commission has released a final version of its Rule 151A, which will take effect on January 12, 2011. The rule will regard...
January 12, 2009
SEC staffers further explain 151A rulingThere's no getting around it. SEC 151A, which will securitize indexed annuities, will be a topic we'll talk about for the foreseeable future as news continues to trickle out about it. We know this much already: the U.S. Securities and
January 12, 2009
Life insurance weathers the stormIn the middle of a financial storm, words like "strong" or "stable" are sorely missed. But they seem to be flowing descriptions about the life...
January 12, 2009
Self-employed and micro-business tax changes include retirement savings opportunitiesMicro-businesses and the self-employed should be aware of a few tax law changes, including increases in retirement savings opportunities, according to The National Association for...
January 12, 2009
Fund managers optimistic for 2009Global consulting firm Watson Wyatt highlights a generally optimistic outlook for 2009 from fund managers. Watson Wyatt's recent survey of fund managers, who collectively have assets...
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