Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Wachovia Taps BofA Exec for Chief Investment Slot
By Janet LevauxWachovia Securities says Tom McManus, formerly managing director and chief investment strategist at Banc of America Securities, has joined the firm as its new chief...
October 01, 2008
A Conversation with David Salisbury of the Employee Benefit Research InstituteOne of the most enjoyable and enlightening conversations I've ever experienced was with Dallas Salisbury, president & CEO of Washington-based Employee Benefit Research Institute. For...
October 01, 2008
Foreign AidJohn Ledford is making an impact on the lives of small business owners worldwide. The president of Ledford Financial, which predominantly serves business owners and...
October 01, 2008
ARS Deals Reached with Cuomo, OthersMerrill Lynch, UBS, Wachovia, Citigroup, Morgan Stanley and other firms recently resolved a series of issues with New York Attorney General Andrew Cuomo and other...
September 30, 2008
Squandering our most precious resourceThanks to the benefits of better nutrition, education and new technologies, today's seniors are living longer and are more knowledgeable than any generation in history. A hardworking, dedicated and experienced pool of workers is an important
September 30, 2008
Learning from the Social Security report cardThe trustees for the Social Security and Medicare programs are required to report the financial condition of these programs annually. These reports are of great interest to future retirees. However, I believe that our seniors, the people already
September 24, 2008
AIG Files Executive Change ReportAmerican International Group Inc. discusses the arrival of Edward Liddy and the departure of Robert Willumstad in a report filed with the U.S. Securities and ...
September 03, 2008
Hawaii Eyes Alleged Viatical Investment SalesSecurities regulators in Hawaii are accusing a state resident of selling more than $1 million in viatical settlement contracts to investors without registering the contracts ...