How to meet heightened client expectations

Video - From the FSI Financial Advisor Summit, Rick Carlson of Carlson Advisors addresses what's changed with clients since 2008 and how advisers can meet their new needs.

Pimco flagship fund loses top Morningstar rating

Research firm cites "uncertainty regarding outflows" and shuffled management as the reasons for downgrading Pimco's flagship fund.

The downside of a stronger U.S. dollar

Blog - Today's Breakfast with Benjamin menu covers the U.S. dollar threatening to knock markets off balance, riding an ETF back into commodities, retirement plans turning on the Pimco Total Return Fund, and more.

No big prices hikes for Lincoln National annuities

CEO Dennis Glass lays out insurer's strategy for when interest rates rise.

Pimco Total Return bosses: “Bill Gross relied on us”

New three-person team at the world's largest bond fund says they can handle outflows and will rely on a similar strategy to the departed Bond King.

Showdown

Blog - Monday Breakfast with Benjamin:Gross, Ivascyn to square off. Plus: The outlook for Pimco outflows is bad and worse, global markets keeping an eye on Hong Kong civil unrest, a warning about fixed indexed annuities, buying ahead of ex-dividend dates, and running the numbers on Roth IRAs

The upside of hiring young advisers

Recruiting the next generation requires deliberate effort, and often outside help, but it helps firms stay ahead of the curve. Also: Our full Next Generation of Advisers special report

Bill Gross and the dying breed of fund superstars

Once stars like Fidelity's Peter Lynch, Legg Mason's Bill Miller and Pimco's Bill Gross were deified by investors. But many of the most popular products are index funds and ETFs that have no managers at all.

Pimco names Ivascyn to replace Gross

As new CIO, longtime Pimco manager will have to fill the shoes of an investing legend at a difficult time. Plus: Advisers 'blindsided' by Gross departure as Pimco faces rebuilding

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Advisers on the Move

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