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Most people, not just those earning more than $200,000 a year, probably will be paying more in taxes next year, says Lancaster, Penn.-based planner and retirement specialist Rick Rodgers. The good news is clients still have time to take advantage of 2012 tax rates, which may turn out to be the lowest available for some time. Rodgers offers three strategies that can be implemented before the end of the year:
October 12 -
Lord, Abbett & Co. has added nine new partners to its executive team.
October 12 -
Total money market mutual fund assets decreased by $1.38 billion to $2.562 trillion for the week ended Wednesday, October 10, according to the Investment Company Institute.
October 12 -
The past week may have been an otherwise lackluster one for the tax-exempt market, but municipal bond mutual funds saw heavy demand in the form of inflows. Funds that report their flows weekly recorded inflows of $915 million for the week ended Oct. 10.
October 12 -
John Hancock Funds has unveiled a new 'Insights & Commentary' section on its website featuring commentary and thought leadership on topics ranging from alternative asset classes to the Eurozone debt crisis.
October 12 -
The Investment Company Institute has named former journalist Mike McNamee its chief public communications officer, responsible for all media and public relations, public policy writing, editorial, website, and design activities.
October 12 -
A report by the National Center for Policy Analysis, a conservative think thank, investigated how much Baby Boomers are spending on things like education and clothing and how thats changed over the past 20 years.
October 11
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Old Mutual Asset Management, the US-based global asset management business of Old Mutual plc, has agreed to sell five of its US affiliates to their current senior management teams.
October 11 -
Total money market mutual fund assets decreased by $1.38 billion to $2.562 trillion for the week ended Wednesday, October 10, according to the Investment Company Institute.
October 11 -
UMB Financial Corp., a Kansas financial service holding company, has launched the UMB Business Partner Portal, an online tool to help business partners better serve their employer clients.
October 11
