SEC Expands Fund Disclosure Requirements
By Steven BrostoffNU Online News Service, Feb. 12, 2004, 12:47 p.m. EST, Washington -- Mutual funds are going to have to give customers more information.[@@]The U.S. ...
February 12, 2004
SEC Adopts New Disclosure Rules For Mutual FundsSEC Adopts New Disclosure Rules For Mutual FundsByWashington Mutual funds will have to disclose enhanced information on expenses, portfolio investments and performance under rules adopted ...
February 12, 2004
Fidelity, Hartford Retain Leads In Dalbar WEb StandingsFidelity, Hartford Retain Leads In Dalbar Web Standings ByDalbar Inc.s Web site ratings of life insurance and annuity carriers were largely unchanged during the fourth-quarter ...
February 12, 2004
A Bevy Of Tax Issues SurfaceByWashington The Association for Advanced Life Underwriting is applauding the Senate Finance Committee for extending by one year the effective date of a nonqualified deferred ...
February 12, 2004
CRT Distributions: Now A Little Less TaxingCRT Distributions: Now A Little Less TaxingThe IRS recently updated the rules for characterizing distributions from charitable remainder trusts (CRTs). The updates were needed because ...
February 12, 2004
Why Equity Indexed Annuities WorkThe Way They DoEquity Indexed Annuities are here to stay. While they may seem complicated at first, they are really just annuities that credit money ...
February 12, 2004
Bad Boys In CyberspaceWe all know that insurance is a rather sedate industry. It seems the scandals and publicity that dog other industries (even related ones like finance) ...
February 12, 2004
The Dangers And Opportunities Of The New Split-Dollar RegulationsThe Dangers And Opportunities Of The New Split-Dollar RegulationsThe Chinese have a symbol, pronounced jitsui, which means both danger and opportunity.Jitsui is a perfect descriptor ...