Karen DeMasters

Financial Advisors Involved In 401(k) Planning Can Get New Credential


UCLA and The Retirement Advisor University have developed a CE designation for financial advisors specializing in defined contribution retirement plans.

Pension Envy


People with government pensions are more confident about having money in retirement than those without pensions, according to a new survey.

Shareholders File Anti-Smoking Resolutions With Movie Companies


An anti-smoking crusade is being taken to movie companies by shareholders who are filing resolutions asking that movies designed for young people eliminate smoking or have R ratings.

Maryland Leads States In Millionaires


The five states with the largest percentage of millionaires per capita is the same as last year, with Maryland again leading the list, according to Phoenix Marketing International’s 2012 ranking of...

U.S Trust Focuses On Wealthy Families


U.S. Trust has launched a new services specifically aimed at wealthy families and their complex planning needs.

Securities America Grows

Clements Group, based in Durango, Colo., is joining Securities America as an independent branch.

Axa Donates American Masterpiece To Met


Axa Equitable has donated Thomas Hart Benton’s epic mural, "America Today," to the Metropolitan Museum of Art in New York City, the museum and Axa Equitable announced.

Sun Life Sells Annuity And Life Insurance Businesses


Sun Life Financial Inc. is selling its domestic U.S. annuity business and certain life insurance businesses to Delaware Life Holdings for $1.35 billion, Sun Life announced today.

Morningstar Nominates Top International Stock Fund Managers


Morningstar has announced four finalists for the 2012 Morningstar International Stock Fund Manager of the Year award, to be announced the first week in January.