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GAO report calls for more disclosure of managed accounts in 401(k)s
The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.
Barclays pushes back dark pool charges
On Friday's menu: Barclays hits back on dark pool charges. Plus: Seeing the markets through the eyes of regular investors, why young folks should embrace bear markets, discount retailers set to shine, another cheap swipe at mortgage interest deductions, and the SEC hasn't forgotten about those ...
Axing estate tax gains momentum in House
House Republicans want to vote on a bill to kill the estate tax --- for political gain if not for ultimate passage into law
Global consumer confidence soars
Plus: Credit Suisse exits the commodities trading business, Allianz stands by Bill Gross, silver has a golden summer run, three taxes we can all dislike together, and don't let tourist scams rain on your vacation
A new era for longevity insurance
Longevity insurance refers to a forward-starting life annuity. As an example, an investor at age 60 plunks down a wad of cash with an insurance company that promises a monthly income for life; but this monthly income only starts when the investor reaches 85. In its simplest form, if the investor ...
Obama pushes tighter border rules for U.S. companies trying to exit for tax purposes
On today's Breakfast with Benjamin menu, Pres. Obama pushes for tighter border rules for U.S. companies trying to exit for tax purposes, asset managers unprepared for a bear market, and more.
Charitable giving bolstered by improving economy
Schwab finds individuals granted out more this year as stocks soared and tax changes hit home.
Markets climb in stride with pessimism
Plus: Janet Yellen's dovish optimism, Ernst & Young's $4 million lobbying settlement, how Citigroup agreed on that $7 billion figure, and QE has had almost no impact on unemployment
Accredited investor standard up for review
Advisers and others in investment industry disagree about how or whether the accredited investor standard should be changed
Political battle over 'tax and spend' unfolds in ways that help, hurt advisers
The two U.S. legislative branch chambers are supposed to be equal. The House, however, has been holding sway against the Senate in ways that are both good and bad for investment advisers.The most recent example occurred Thursday, when the Senate Finance Committee dropped a provision from its
Carl Icahn advises caution in the equity markets
Breakfast with Benjamin: Carl Icahn warns that stocks are on risky ground. Plus: Interest rates and volatility are raising red flags, one man's take on the Fed-fueled bubble, the SEC is watching for political-donation conflicts, gold gets no respect, and institutional money is chasing solar energy
Volatility looks cheap and risky
Breakfast with Benjamin: Barclays: Following in the footsteps of Sallie Krawcheck. Plus: The volatility play: Cheap but risky, bond managers brace for higher rates, dancing around the issue of student loan debt, and a potato salad venture whets the tax man's appetite.
Clintons shine spotlight on tax strategy that splits a house in two
The qualified personal residence trust has enabled Bill and Hillary Clinton to save on estate taxes, but that doesn't mean it makes sense for everyone.
Barclays in the hot seat over charges it courted high-frequency traders
Breakfast with Benjamin: Barclays tagged for HFT. Plus: A looming 401(k) crisis, the marriage math for gay couples, the fuzzy math of inflation data, tapping into the fracking boom, and Russian stocks are not for the meek.
Love or money? Why people donate
Imagine that you're running a charity. Suppose you have evidence showing that your charity is highly effective -- that you are really making a difference in people's lives. In your fundraising campaign, should you emphasize how effective you are?In a new study, Yale University economist Dean Karlan
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