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Health care costs for retired couples climb 11% over 2014: Fidelity

Oct 7, 2015

65-year-old couple retiring this year should expect to spend $245,000 on health care costs, up $25K from last year.

Alternative investments can do what stocks and bonds can't

Oct 7, 2015

Adding alternatives could help clients more than traditional portfolios, InvestmentNews webcast panel agrees

Merrill Lynch winning advisers as recruiting tides shift

Oct 7, 2015

The wirehouse has become more aggressive and has attracted some big teams, though critics say such deals aren't a good measure.

Commonwealth loses $650M firm to RIA channel

Oct 6, 2015

D.B. Root & Co. had been an affiliate since 1997.

Adviser explains why and how to move to a retainer model

Oct 6, 2015

The latest in our Adviser's Consultant series examines the best way to wean a firm off AUM-based fees.

TD Ameritrade launches website to spur adviser advocacy

Oct 6, 2015

A leading custodian is trying to get advisers on its platform — and others in the industry — more involved in lobbying Congress on behalf of registered investment advisers.

A $525M AUM adviser joins Focus Financial Partners

Oct 6, 2015

Twelve-year-old shop becomes third Georgia-based firm to join the rollup, which has its eyes on the Southeast.

Franklin Templeton's Hasenstab says assets are cheap, bets big on emerging markets

Oct 6, 2015

Money manager's view contrasts with some big hedge fund managers who see beginnings of bear market

Barred 'Buckets of Money' radio host adviser gets boost from split SEC

Oct 5, 2015

Investment adviser and talk radio host Ray Lucia Sr., whom the SEC had fined and barred from the industry for allegedly misrepresenting a retirement investment strategy may have received a boost in the form of a split decision on his appeal.

ETFs having a tough year after roaring 2014

Oct 5, 2015

Only 10% in positive territory while at this time last year, 66% of ETFs were up.

Winklevoss twins call on advisers to get on bitcoin bandwagon but they're not budging

Oct 5, 2015

Lack of understanding, performance history and steep headline risk are all reasons keeping investors on the sidelines.

U.S. retirement assets flat in second quarter

Oct 5, 2015

ICI says assets in DC plans rose slightly to $6.8 trillion, up 0.4% from the quarter ended March 31. Of that, $4.7 trillion was in 401(k) plans.

The science behind why advisory teams do better business

Oct 6, 2015

Study finds multiple advisers are more accountable to each other and disciplined than solo advisers, and higher assets and revenue follow.

Comparing CRM systems: Breaking down the details

Oct 5, 2015

A simple collation of the tools and features of adviser-facing CRMs.

Bubble? What bubble? Fed's Fischer doesn't see any

Oct 3, 2015

Federal Reserve vice chairman Stanley Fischer doesn't see immediate risks of financial bubbles but is concerned that the central bank's policy tool kit to deal with them is limited and untested.

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