Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
National Underwriter Teams With Virtual Sales Assistant
By Staff WriterNU Online News Service, Sept. 17, 3:37 p.m. -- The Professional Publishing Group, a unit of The National Underwriter Company, Erlanger, Ky., has agreed ...
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 ...
July 24, 2002
Quotesmith Reports Lower 2nd Quarter Net LossNU Online News Service, July 24, 1:12 p.m. -- Quotesmith.com Inc., Darien, Ill., is reporting a $222,000 net loss for the second quarter on ...
July 15, 2002
FleetBoston To Close Robertson StephensNU Online News Service, July 15, 10 a.m. -- FleetBoston Financial, Boston, says it is shutting down its investment banking operation, Robertson Stephens, after ...