Portfolio

When Illinois lawmakers report to the capital in Springfield today for another attempt at fixing the nation’s worst-funded state pension system, the gathering will have a ring of familiarity.

The U.S. Treasury Department has signed intergovernmental agreements with the Cayman Islands and Costa Rica in an effort to combat offshore tax evasion as part of the implementation of the Foreign Account Tax Compliance Act.

The IRS has released the final regulations for the 0.9% Additional Medicare Tax that was imposed as part of the Affordable Care Act.

McGraw Hill Financial’s Standard & Poor’s unit said the U.S. government has broadened the securities covered in its fraud lawsuit against the ratings company so that the case would be unmanageable at trial.

Today we show Nos. 1-25. The advisors listed here are not just home-run hitters. Rather, they are all-around players skilled in all aspects of the game. We would argue that’s the way to build success so that is what we set out to illustrate with the BIC Top 50.

The advisors listed here are not just home-run hitters. Rather, they are all-around players skilled in all aspects of the game. We would argue that’s the way to build success so that is what we set out to illustrate with the BIC Top 50. Today we show Nos. 26-50. Check back tomorrow for Nos. 1-25.

Traditional immediate annuities are now known as income annuities, and consumers are making sure of substantial future cash flows by paying well in advance.

For most of the past year, the status of a uniform fiduciary standard for brokers and investment advisors might be summarized as, “Don’t hold your breath: the SEC has higher priorities.” But an important event last week may serve as an impetus to move this long-simmering issue forward.

Long-term municipal bond volume continued to trail last year’s pace as issuers sold 31.3% less in November than they did during the same period last year.

Northwest Savings Bank in Warren, Pa., has agreed to acquire a financial advisory firm and an employee benefits and consulting insurance company.