Ameriprise Advisor Production Still Rising—Investors Disappointed by Firm-Wide Results
Ameriprise Advisor Production Still Rising—Investors Disappointed by Firm-Wide Results
Feb 03, 2011
It was a good quarter for Ameriprise’s Advice & Wealth Management segment. It posted total revenue of $1.03 billion, a record, up 15 percent year over year. Pre-tax operating earnings of $90 million were up 157 percent from a year earlier.
New Rates, New Exemptions, New Gifting Opportunities
Feb 01, 2011
On Dec. 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the Act). Among other things, the Act makes changes in the tax law for calendar years 2011 and 2012 that: (1)...
The $52 Million Lunch
Feb 01, 2011
Funny things happen in the practice of law. This column will share some of them from over 30 years of my practice with clients all over the world. On a cold winter day in Chicago, I met my client in the lobby of one of the city's prominent banks...
The Generation-skipping Transfer Tax
Feb 01, 2011
During 2010, Internal Revenue Code Section 26641 and Section 901 of the Economic Growth and Tax Relief Reconciliation Act of 2001 (the 2001 Act) caused considerable confusion as to how the generation-skipping transfer (GST) tax would be applied in...
A Two-year Income Tax Reprieve
Feb 01, 2011
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010,1 among other things, ended the nail-biting uncertainty about the estate tax thresholds for 2011. (For more information, see New Rates, New Exemptions, New...
60 Seconds: Edward Mora
60 Seconds: Edward Mora
Feb 01, 2011
A short interview with Edward Mora, chairman, Certified, Financial Planner Board of Standards' Disciplinary and Ethics Commission.
Case Closed
Feb 01, 2011
Last year, the Financial Industry Regulatory Authority closed 6,241 arbitration cases, the highest number since 2006.
The Inner Game: February 2011
The Inner Game: February 2011
Feb 01, 2011
An online network lets you expand your reach and your client pipeline.
Blotter: February 2011
Feb 01, 2011
The latest investment advisor and broker/dealer swindles and swindlers.
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