Safeco Life & Investments has hired Kevin A. Rowell, as president of Safeco Securities, Safeco Services Corp. and all the Safeco Mutual Fund Trusts. Prior to this appointment, he was the head of global relations at Alliance, where he was responsible for senior client relationships with broker/dealers around the world. Rowell is currently a member of the Bank Securities Association and the American Management Association.
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Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
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Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
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The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
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The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
April 25 -
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
April 25 -
In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
April 25