Wealth Management

BKD gets bigger with Chicago, Dallas acquisitions

September 30, 2014
 IBJ Staff
National accounting powerhouse BKD LLP, which has major operations in Indianapolis, is expanding its territory with two acquisitions announced this week.
More

Cook CEO tops list of richest Hoosiers

September 29, 2014
 IBJ Staff
Cook Group Inc. CEO Carl Cook is among four Hoosiers on Forbes' annual list of the 400 richest people in America.
More

Church accuses JPMorgan of mismanagement, self-dealing

August 13, 2014
Cory Schouten
Christ Church Cathedral has filed a federal lawsuit against JPMorgan Chase, alleging the bank's "intentional mismanagement" and "self-dealing" led to $13 million in losses in church trust accounts endowed in the 1970s by Eli Lilly Jr.
More

Not so golden: Wealth gap lasting into retirement

August 4, 2014
Associated Press
With traditional pensions becoming rarer in the private sector, and lower-paid workers less likely to have access to an employer-provided retirement plan, there is a growing gulf in the retirement savings of the wealthy and people with lower incomes.
More

Study: 35 percent in U.S. facing debt collectors

July 29, 2014
Associated Press
More than 35 percent of Americans have debts and unpaid bills that have been reported to collection agencies, according to a study released Tuesday by the Urban Institute.
More

House votes to extend moratorium on Internet taxes

July 15, 2014
Associated Press
Under current law, the moratorium expires Nov. 1, exposing Internet users to the same kind of connection fees that often show up on telephone bills.
More

Savers beware: Fees may be shrinking your 401(k)

April 11, 2014
Associated Press
A new study finds that the typical 401(k) fees — adding up to a modest-sounding 1 percent a year — would erase $70,000 from an average worker's account over a four-decade career compared with lower-cost options.
More

Indianapolis-based hedge funds subject to market forces, too

January 4, 2014
Chris O'Malley
Five years after the crash, the luster of hedge funds isn't what it used to be.
More

Investment manager sees good growth prospects for 2014

January 4, 2014
Norm Heikens
Tom Pence predicts change for U.S. manufacturing.
More

Four Hoosiers rate among 400 wealthiest in U.S.

September 16, 2013
 IBJ Staff
The widow of medical device industry pioneer Bill Cook again is the top Hoosier on the latest Forbes 400 list of the nation's wealthiest people, and this time has cracked the top 100.
More

Regulators suspend broker for not disclosing bankruptcyRestricted Content

July 20, 2013
FINRA fined Zionsville financial adviser Stephen W. Bracken $5,000 and barred him from affiliating with a member firm for three months.
More

Average household far from regaining wealth, study says

May 31, 2013
Associated Press
The average U.S. household has regained less than half the wealth it lost to the Great Recession, a report released Thursday by the Federal Reserve Bank of St. Louis concluded.
More

MH Equity portfolio firm plans liquidation

March 14, 2013
 IBJ Staff and Bloomberg News
What was once Indianapolis-based MH Private Equity's most valuable portfolio company is going bankrupt. Entertainment Publications LLC, which produces fundraiser coupon books, filed for Chapter 7 liquidation Tuesday.
More

Menard ousts Hilbert from investment firm

March 9, 2013
J.K. Wall
Steve Hilbert has been ousted as CEO of Indianapolis-based MH Private Equity after a bitter battle with John Menard, the hardware store king who financed the $500 million private equity firm.
More

Billionaires Cook, Simon see bump in net worth

March 5, 2013
J.K. Wall
Gayle Cook, the widow of Cook Group Inc. founder Bill Cook, and Herb imon, the owner of the Indiana Pacers, were two of the four Hoosiers to make Forbes’ annual list of the world's billionaires.
More

Investment strategists confront shrinking interest ratesRestricted Content

January 5, 2013
Kathleen McLaughlin
You know the investing climate is unusual when a stock’s dividend yields more than bonds issued by the same company.
More

Columbus-based mutual fund shines in 2012Restricted Content

January 5, 2013
Scott Olson
Kirr Marbach's 'mid-cap blend' outpaces similar Indiana-based investments.
More

Despite deal, taxes to rise for most Americans

January 2, 2013
Associated Press
While the tax package that Congress passed New Year's Day will protect 99 percent of Americans from an income tax increase, most of them will still end up paying significantly more federal taxes in 2013.
More

Analysis: Simon factions make peace as tax hike looms

December 14, 2012
Cory Schouten
Widow Bren Simon and her stepchildren finally managed to settle a long legal battle over the estate of mall magnate Melvin Simon. The goal that appears to have united the survivors: Reducing Uncle Sam's take of a fortune that has swelled to nearly $3 billion.
More

Items in '12 Days of Christmas' increase to $107,000

November 26, 2012
Associated Press
If you get buy all 364 items repeated throughout "The Twelve Days of Christmas" carol, you'll pay 6.1 percent more this year, according to the so-called Christmas Price Index that PNC Wealth Management updates annually.
More

Storm will keep financial markets closed Tuesday

October 29, 2012
Associated Press
Stock trading will be closed in the U.S. for a second day Tuesday as Hurricane Sandy bears down on the East Coast. Bond trading will also be closed.
More

Analysis: In a crummy economy, why are stocks rising?

September 15, 2012
Associated Press
Economic growth is pitiful. So why are the major stock indexes just a few percentage points shy of an all-time record? Start with two words: Ben Bernanke.
More

COHEN: Good reason to keep gold in diversified portfoliosRestricted Content

September 15, 2012
Jeff Cohen / Special to IBJ
Metal is hedge against printing money, weakening currencies.
More

Local financial planner sentenced for identity theft

September 11, 2012
 IBJ Staff
A former financial planner at the Indianapolis offices of Northwestern Mutual and One America-American United Life was sentenced Tuesday to two years in federal prison and three years of probation after pleading guilty to identity theft.
More

Former Durham exec ordered to pay $30,000

August 22, 2012
Scott Olson
Former Obsidian Enterprises Inc. President Terry Whitesell will pay the amount as part of a settlement agreement. A bankruptcy trustee representing investors of Fair Finance Co., owned by convicted financier Tim Durham, had sought more than $225,000 from Whitesell.
More
Page  1 2 3 4 >> pager
Sponsored by
ADVERTISEMENT

facebook - twitter on Facebook & Twitter

Follow on TwitterFollow IBJ on Facebook:
Follow on TwitterFollow IBJ's Tweets on these topics:
 
thisissue1-092914.jpg 092914

Subscribe to IBJ
ADVERTISEMENT