Wealth management

The multi-trillion dollar asset securitization market continues to have unresolved issues in the aftermath of the financial crisis, including how the assets are accounted for, and the credit risk assessments done by bond markets and credit-rating agencies, according to a new study.

There are several ways for your firm to get involved in financial planning -- here's how to pick the bet model

Bank of America has introduced a 401(k) retirement plan for small businesses through its Merrill Edge unit.

More Americans are feeling optimistic about their retirement savings, according to a new survey.

A bill advertised as creating jobs at small businesses and increasing their access to capital from the public markets would also knock down many of the auditing controls protecting investors.

An investment group including New York Mets chairman and CEO Fred Wilpon and Mets president Saul Katz have agreed to pay $162 million over five years to settle with the trustee overseeing the liquidation of Bernard Madoff’s investment firm.

The confidence of Americans in their ability to afford a comfortable retirement remains at historically low levels, according to a new survey.

The financial services industry has always had pretty specific rules about testimonials, recommendations and advisory.

The odds of being single at some point during retirement are high and present unique challenges for both “ever single” retirees who never married and for those who become “suddenly single” in retirement due to divorce or death of a spouse.

The Internal Revenue Service has revised two forms used by bond issuers.

A new study suggests that using online video to announce a financial restatement can lead to an erosion in investor trust if not handled properly.

It's true that the bipartisan congressional "super committee" failed to agree on a 10-year federal deficit reduction plan. And yes, for all intents and purposes, automatic across-the-board spending cuts to the tune of $1.2 trillion are now scheduled to kick in by 2013.

The release of tax returns of presidential candidates has again brought popular media coverage of the issue of what is reasonable compensation for S corporation shareholders.

CONFIDENCE EBBS ON RETIREMENT PLANNING

Aside from the meltdowns of the financial markets in the past decade, arguably not much has garnered more attention than international and emerging market investing.

Every business owner knows the drill: We made a profit this year so we need to spend our cash to save on taxes. I want to challenge you to think differently this year to “save cash,” not “save taxes.”

Millions of small business owners are unprepared for retirement, with a third of the women and a quarter of the men in a new survey having no estimate of how much they will need when they retire.

My family spent the President's Day weekend in one of the frozen towns in upstate New York that serves as home to two of the 4,500 colleges and universities that call the Empire State home to get a look-see at some potential locations for my younger daughter to call home for the next four years.

More than half of small businesses may not have optimal retirement plans, according to a new survey.

Americans are regaining confidence in their financial security, according to a new survey by Country Financial.