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Don't let beneficiary designations come back to haunt divorcing clients
Some states will bar the payment of life insurance proceeds when a couple is splitting.
Weighing a Plan B in estate planning in light of Obama's proposed tax overhaul
President Barack Obama's proposed tax plan has ignited a new conversation among tax experts on which possible strategies would work best if it goes through.
In Obama's State of the Union, advisers see a 'provocative' call to tax wealthy
When the president delivers his State of the Union address tonight, he will make proposals that could change the basic assumptions advisers rely on for wealthy clients. (See also: 13 crucial state tax changes.)
Shocking NYC murder highlights need for estate planning contingencies
Case serves as a reminder that advisers need to plan for events in which a beneficiary becomes unable to inherit.
MetLife plans to sue to overturn Dodd-Frank systemic-risk label
The insurer will be the first non-bank to argue that its failure would not pose a threat to the financial system.
Hedge fund employees enjoy the fruits of their labor
On Friday's Breakfast with Benjamin, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.
Senate passes national insurance registry
Bill that would help agents practice in multiple states moves to president's desk.
Treasury, Health and Human Services move to ease tax filing burden from Obamacare
Accountants still see cause for worry with additional costs and paperwork tied to the Affordable Care Act.
Nobody can accuse Bill Gross of not eating his own cooking
Today's Breakfast with Benjamin features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.
Hybrid life-LTC policies are a hit among advisers
Insurance products that combine life insurance and long-term care benefits are getting their time in the sun among advisers as traditional LTC options shrink.
House passes national insurance-agent registry
Bill would help insurance agents more efficiently get licensed to practice in multiple states.
Financial adviser sentenced to 51 months for ripping off elderly clients
Tuesday's Breakfast with Benjamin features an adviser sentenced to 51 months of jail time for stealing from elderly clients. Plus: Bill Gross doesn't see a rate hike till late in the year, the latest bet for oil, and a don't-miss webcast sets the stage for 2015.
'Longevity' in annuities could be the big 2015 focus
New Treasury Dept. guidance pushes insurers to innovate while indexed annuities expected to continue to shine. Darla Mercado reports.
SEC Investor Advocate: Budget boost 'insufficient' for full adviser exam coverage
The budget increase the SEC received from Congress is “insufficient” to significantly boost investment-adviser examinations, according to an SEC official charged with representing retail investors.
John Hancock buys New York Life's retirement unit; New York Life acquires block of John Hancock's life insurance biz
In a two-part tradeoff, John Hancock will acquire New York Life's Retirement Plan Services business, and New York Life will take on a block of John Hancock's life insurance business. One deals bolsters John Hancock's retirement reach and the other the other New York Life's insurance reserves.
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