Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What Tools Are Carriers Offering Agents Who Move To Fee-Based Planning?
By Barry HigginsByFee-based planners agree that transitioning their practice from commission-only to one that also charges fees takes some getting used to. Mental hurdles, establishing new relationships, ...
September 01, 2002
Separate Accounts, Taxes, and YouIt seems almost guaranteed that 2002 will not be a memorable year for investment performance. However, performance reporting is another matter. This year has seen...
August 30, 2002
Nationwide Communications To Focus On ProtectionNU Online News Service, Aug. 30, 11:11 a.m. -- Nationwide Financial Services Inc., Columbus, Ohio, says it will be emphasizing "protection" in its new ...
August 27, 2002
An interview with Speaker of the Month Deena KatzOverseas financial planning is a growth business,
August 26, 2002
Principal Agrees To Sell Australian OperationsNU Online News Service, Aug. 26, 10:25 a.m. -- The Principal Financial Group Inc., Des Moines, Iowa, has agreed to sell most of the ...
August 01, 2002
National Underwriter To Market VSA ServicesNU Online News Service, Aug. 1, 11:37 a.m. -- The Professional Publishing Group, a unit of The National Underwriter Company, Erlanger, Ky., has agreed ...
July 25, 2002
StanCorp Names McPike CFONU Online News Service, July 25, 10:24 a.m. -- StanCorp Financial Group Inc., Portland, Ore., has promoted Cindy McPike to vice president and chief ...
July 24, 2002
EBenX Reports Lower 2nd Quarter Net LossNU Online News Service, July 24, 1:49 p.m. -- EBenX Inc., Minneapolis, a company that sells benefits administration technology services, is reporting a $3.1 ...