U.S. Trust name will be kept for wealth unit
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Bank of America Corp., the second-biggest US bank, said it will retain the U.S. Trust name for its private wealth-management business when it buys the business from Charles Schwab Corp. in July.
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By Jim Sparks, Winston-Salem Journal, N.C.  Jan. 31--North Carolina's land trusts will use a $150,000 grant from the Z. Smith Reynolds Foundation to put a strategy in place for expanding conservation and water-protection efforts in the state over the next two years.
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Investor's Business Daily - Earnings don&#39;t get taxed so long as they remain inside a 401(k) account. That helps turbocharge an account&#39;s growth.
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NEW YORK -- With some investors wringing their hands about inflation and the Federal Reserve's efforts to keep it in check, those with bond fund holdings could be forgiven for wanting to take their money and run. But while some market observers see volatility ahead, few are ready to call it quits.
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NEW YORK, Dec. 9 -- Opponents of creating private accounts under Social Security often argue that the primary beneficiaries would be Wall Street investment firms. Wall Street's main trade group on Thursday said it isn't so.
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The question of who will inherit Anna Nicole Smith's estate was thrown into further confusion Friday with the release of a 2001 will in which the former Playboy centerfold said her fortune should be held in trust for her son &#151; who died last year.
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Bank of America Corp.  said on Monday it completed its $3.3 billion purchase of the U.S. Trust business from Charles Schwab Corp. , and is defying analyst concern that it would have trouble retaining many of U.S. Trust's ultra-wealthy clients.
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Like many Americans, Dorothy Kleinman had always thought of mutual funds as a safe and reliable place to invest her money. But that notion was turned on its head when state
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The real estate community is talking about how private firms are gobbling up publicly traded real estate investment trusts. The latest example is Blackstone Group's agreement last week to pay $36 billion for Chicago-based Equity Office Properties Trust, whose seven buildings in the District include...
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Citigroup Inc.  will keep Bisys Group Inc.'s  unit, Financial Research Corp. (FRC), when it buys the financial services provider, a Citi official said on Friday.
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Don't let your retirement portfolio get old and droopy.
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Fidelity Investments yesterday said it is set to administer the University of California&#39;s multibillion-dollar retirement plans, in a deal that for the first time has a public university using a single retirement record ...
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Blackstone Group of New York is planning to sell the Washington portfolio formerly owned by Chicago-based Equity Office Properties Trust, one of the nation's largest landlords, sources close to the deal said.
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For many investors, advice to use a more defensive tack when choosing real estate investment trusts may take some getting used to.
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Lanny Thorndike, whose Century Shares Trust mutual fund has about one-third of its assets in insurance stocks, is keeping his investments in Marsh &amp; McLennan and American International Group
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Fidelity Investments yesterday disclosed new posts for two children of its 76-year-old chairman, Edward C. Johnson III, positioning them to have a greater say in the future of the Boston mutual fund giant founded by the Johnson family in 1946.
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The Securities and Exchange Commission is closing in on the last of a series of reforms to protect mutual fund investors. One involves the fee charged to investors to pay for marketing and distribution of fund shares, called a 12b-1 fee.