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YOUR PRACTICE-Should you write a book?
ReutersBy Chelsea Emery NEW YORK, May 8 (Reuters) - Wealth managers who think that writing a book will bring them influence and a flood of new clients may want to think again. A nice hardback could bring some respect, say advisers who gave in to the temptation...Tags: Economy, Business and Finance, Computing and Information Technology Industry, Amazon Kindle, Chelsea (Staten Island, New York), Sony Corp.
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Stern Advice: A tax strategy for all seasons
ReutersBy Linda Stern WASHINGTON, May 8 (Reuters) - Just when you may have thought that federal tax policy was set - that January's "fiscal cliff" deal meant you could go about your financial life with multi-year certainty - Washington is again talking of...Tags: U.S. House Committee on Ways and Means, U.S. Congress, Economy, Business and Finance, Politics, Contracts
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Financial adviser receives recognition
PETOSKEY -- Shaun M. Osborne, a financial adviser with Ameriprise Financial, has qualified for the company's 2012 Circle of Success annual recognition program. To earn this achievement, Osborne established himself as one of the company's top advisors...
Tags: Financial Planning, Ameriprise Financial Incorporated
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Merrill Wealth rehires Chhabra as chief investment officer
ReutersBy Jed Horowitz NEW YORK, May 6 (Reuters) - Merrill Lynch Wealth Management on Monday said it has hired Ashvin Chhabra as chief investment officer and head of investment management, overseeing about 150 strategists who design portfolios for wealthy...Tags: Science and Technology, Economy, Business and Finance, Finance, Banking, Bank of America Corp.
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Report: Former coach claims he got money to steer Kansas star McLemore
ReutersThe former AAU coach for Kansas star Ben McLemore claims he received thousands of dollars in cash and other benefits to steer McLemore to sports agents and financial advisors during the past college basketball season, according to a story Saturday on...Tags: Travel, Trips and Vacations, National Basketball Association, NBA Draft, USA Today
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Family loan must be formalized
Q: My son graduated from law school in 2006 and owes about $206,000. I want him to pay off one of his loans (about $50,000 with the interest rate of 8.25 percent). I want to give him $13,000 and loan the rest with the condition that he pays it back when...
Tags: Money and Monetary Policy, Economy, Business and Finance, Finance, Financial Planning
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CORRECTED-COMPLY-Regulators eye troubling credentials for advising seniors
Reuters(Corrects that CRPC designation is available from College for Financial Planning, not the Certified Financial Planner Board of Standards) By Suzanne Barlyn NEW YORK, May 2 (Reuters) - Financial advisers may need to be more careful then ever when using...Tags: Financial and Business Services, Economy, Business and Finance, Politics, Wells Fargo & Co., Finance
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UBS names head of private wealth division in Americas
ReutersMay 3 (Reuters) - Swiss bank UBS AG's U.S. brokerage unit has named a new head for its private wealth management division, as the company looks to expand its business catering to clients with $10 million or more in investable assets. John Mathews, who...Tags: Wells Fargo & Co., Personal Income, Stamford, Tampa, Miami (Miami-Dade, Florida)
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FUND VIEW-Vanguard's first int'l bond fund will be cheap, hedged
ReutersBy Tim McLaughlin BOSTON, May 3 (Reuters) - When Vanguard Group launches its first foreign bond fund next month, the No. 1 U.S. mutual fund company will be a latecomer to a party already well attended by rivals. But Vanguard won't necessarily be too...Tags: Economy, Business and Finance, Credit Ratings, Finance, Bonds, Mutual Funds
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Save your way to soft landing in emergencies
A basic tenet of personal finance that gets short shrift but can dramatically improve your money life is having a cash emergency fund. It's especially important for some to consider this time of year, as new high school and college graduates make their...Tags: T. Rowe Price, Economy, Business and Finance, Vehicles, Services and Shopping, Credit and Debt
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U.S.-based stock funds attract $6.61 billion, most in 7 weeks: Lipper
ReutersNEW YORK (Reuters) - Investors in funds based in the United States poured $6.61 billion into stock funds in the latest week, marking a recovery from the prior week's outflows as the S&P 500 hit record highs, data from Thomson Reuters' Lipper service...Tags: Financial Markets, Economy, Business and Finance, Politics, National Government, Bonds
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Column: Retirees and debt: How to avoid the worst traps
ReutersCHICAGO (Reuters) - If you're strapped for cash or have a poor credit rating, the offer would sound tempting: upfront cash in return for your future pension payments. But it's a debt trap, according to a recent expose by The New York Times, a "pension...Tags: Money and Monetary Policy, Economy, Business and Finance, Contracts, Politics, Interior Policy
May 8, 2013
|Story| Reuters
May 8, 2013
|Story| Reuters
May 1, 2013
|Story| Petoskey News
May 6, 2013
|Story| Reuters
May 4, 2013
|Story| Reuters
May 5, 2013
|Column| Orlando Sentinel
May 3, 2013
|Story| Reuters
May 3, 2013
|Story| Reuters
May 3, 2013
|Story| Reuters
May 3, 2013
|Column| Chicago Tribune
May 2, 2013
|Story| Reuters
May 1, 2013
|Story| Reuters
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