Top 20 Companies for Annuity Sales: 2013
By Melanie WaddellTotal annuity sales, which include variable and fixed annuities, saw the largest quarterly percentage increase in 11 years, LIMRA reported.
March 11, 2014
Providing Tax ‘Alpha’ to Your Clients: 21 Days of Tax Planning AdviceOur fourth annual monthly focus on tax planning advice can help you and your clients this tax season. Heres what well be looking at on ThinkAdvisor.
March 10, 2014
Top 9 Biggest Tax Scams of 2013In 2013, the IRS mailed out fraudulent tax refunds worth $3.6 billion, and these nine were among the worst tax defrauders.
March 05, 2014
Top 10 Best States for 401(k) PlansThe best states for 401(k)s based on the concentration of strong plans, as measured by design, management and performance, are ranked by Judy Diamond Associates.
March 03, 2014
IRS’ Top 12 Tax Scams: 2014’s Dirty DozenThe spring tax season is a lucrative one for scam artists who prey on both unwary victims and complicit tax evaders.
February 26, 2014
12 Best & Worst Broker-Dealers: Q4 Earnings, 2013Some of Wall Street's major players haven't been able to turn their results around, but others are putting their troubles behind them.
February 25, 2014
Top 20 Countries for Retirement Security: 2014Despite improvements, the U.S. ranking in the Natixis Global Asset Management 2014 Global Retirement Index is not so hot.
February 25, 2014
15 Most Generous American Donors in 2013The Chronicle of Philanthropys annual ranking of the top 50 donors to charitable causes showed contributions rose 4% over 2012.