Concerns about computer programming problems associated with the switch to the year 2000, the so-called Y2K problem, is prompting some shareholders to consider redeeming fund shares. A survey sponsored by DeRemer + Associates of Wrentham, Mass. and Prince & Associates of Shelton, Conn., found that about 14 percent of approximately 1,000 mutual fund shareholders surveyed would consider selling fund shares by the end of the year because of concerns about possible disruptions at the turn of the century.
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New proposals in seven states could soon subject over half of all U.S. millionaires to targeted high-earner tax rates.
February 13 -
Amid UBS advisor exits, 25-year veteran joins Morgan Stanley
February 13 -
Given recent renewed interest in the medium, top enthusiasts' collections can be worth six figures. But quality generally beats quantity, and it pays to be informed about which rare pressings are most sought-after.
February 13 -
Rich Guerrini said the bank plans to expand its advisor ranks by about 50% as it targets mass affluent and other new clients with personalized branch-based service.
February 12 -
The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.
February 12 -
Having potential spouses on the same page regarding money before taking their vows can help stave off hurt feelings later.
February 12





