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Estate Tax Extension Awaits Senate Vote
Wed, Dec 09, 2009
With passage by the House, the bill now has to make it through "the gauntlet that is the Senate."
Industry Views
Annuity Firms Turn Their Focus To Online Client Security
Annuity firms introduced enhanced online security measures in 2009, but they remain laggards in the financial service industry.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
DATA CONNECTION
News
Proposed Law Would Give Annuity Estimates to 401(k) Participants
Wed, Dec 09, 2009
The measure is patterned on the Social Security Administration's annual statements, which since 1989 have informed working Americans of estimated monthly benefits based on their current earnings.
More Advisors Using Bucket Methods—FPA
Wed, Dec 09, 2009
Almost half of the planners surveyed also said they gained between four and ten new retirement income clients in the last year.
Allotted $700 Billion, TARP May Cost Far Less
Wed, Dec 09, 2009
Democrats plan to divert about $70 billion from what is left in the bailout fund to construction projects, credit to small businesses and aid to state and local governments.
New Retirement Team at BoA Merrill Lynch
Wed, Dec 09, 2009
Andy Sieg's Retirement & Philanthropic Services division is responsible for over $450 billion in client assets.
