A New Era in Retirement Planning
By Staff WriterThere were more than 400 new tax rules in the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA), and most went into effect...
November 01, 2005
Bright IdeaOnce upon a time, utility companies were the go-to investments among advisors who wanted something "safe and reliable" for widows and orphans. Utilities were regulated...
November 01, 2005
Gender GainsThere is no question that women are working everywhere in the investment business, as advisors, planners, traders, analysts, economists, investment strategists, portfolio managers, company presidents,...
October 31, 2005
Mercer Sets Up Retirement ProgramMercer HR Services is forming Mercer Retirement Solutions, a business that will combine management of clients' defined benefit and defined contribution retirement plans.[@@]Mercer says ...
October 31, 2005
PHCS Signs Government Plan FirmFCE Benefits Administrators Inc. has agreed to rent access to a large, national provider network.[@@]FCE, Burlingame, Calif., a firm that runs benefit plans for ...
October 31, 2005
ETF Assets Edged Up in September: ICIThe combined assets of the nation's exchange-traded funds (ETFs) totalled $259.4 billion at the end of September, slightly higher than the $251.5 billion reported at...
October 31, 2005
Contract Impasse Forces John A. Levin & Co. to Shut Down Event-Driven FundsNEW YORK (HedgeWorld.com)--After failing to negotiate contracts with its event-driven investment team, John A. Levin & Co. Inc. said in a regulatory filing that it will wind up the funds, returning assets to investors. As of June 30, Levin's event-driven funds represent 17% of the firm's US$12.4 billion in assets...