InvestmentNews News and Opinion http://www.investmentnews.com News and opinion from InvestmentNews.com en-us <![CDATA[What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets]]> <![CDATA[Vanguard warns advisers on stock risk in client portfolios]]> <![CDATA[TD Ameritrade to branch out trust services in alliance with National Advisors Trust Co.]]> <![CDATA[Obama backs off 529 college savings plan proposal]]> <![CDATA[Prepping the advice business for cybersecurity laws, and vice versa]]> <![CDATA[Cambridge to have robo offering for advisers in 2016 ]]> <![CDATA[Pershing, courting digital wealth managers, teams with Motif]]> <![CDATA[Don't let beneficiary designations come back to haunt divorcing clients]]> <![CDATA[Retirement crisis is real and getting worse: Study]]> <![CDATA[Wealthfront, Edelman clash on robo-advisers]]> <![CDATA[Create a marketing calendar to keep your prospect pipeline full]]> <![CDATA[Simple due diligence rules for investing in alternatives]]> <![CDATA[AMG Wealth acquires $6 billion RIA]]> <![CDATA[Socially responsible strategies largely absent from ETF landscape]]> <![CDATA[Oppenheimer to pay $20M for penny stock violations ]]> <![CDATA[FSI to zero in on state advocacy this year]]> <![CDATA[Cetera president blasts White House memo defending DOL fiduciary]]> recently-leaked White House memo and what it means for the standard's future prospects.]]> <![CDATA[Russia is starting to look like an investment opportunity]]> Breakfast with Benjamin features the case for investing in Russia looking great, at least on paper. Plus: Hedge funds are still shorting oil, will the big snowstorm close the financial markets, and how to pick the right IRA for your clients.]]> <![CDATA[Active managers get a seat at the ETF table]]> <![CDATA[American Realty Capital Properties hit by lawsuit from institutional investors]]> <![CDATA[Two new Social Security books to add to your go-to list]]> <![CDATA[It's getting easier to tell good stocks from bad]]> <![CDATA[Advisers in Northeast prep for blizzard, close offices]]> <![CDATA[Enjoy the Super Bowl ads, but don't buy the stock]]> <![CDATA[Build trust with clients through clear communication and transparency]]> <![CDATA[Schwab adds 18 more funds to its commission-free ETF platform]]> <![CDATA[Vanguard's funds reach new heights]]> <![CDATA[2014 stock market rally pays off for charitable giving]]> <![CDATA[Global bankers are painting the Fed into a corner]]> Breakfast with Benjamin features the Federal Reserve being caught between a rock and a hard place on rate hikes. Plus: Greeks vote to kick the can down the road, Obama's tax grab looks like a blueprint for the future, and a billionaire tells Americans to spend less money]]> <![CDATA[TurboTax raises prices and the tax-prep software battle is on]]> <![CDATA[Bordeaux is illiquid but there is a way to invest in wine]]> <![CDATA[Another key executive departs LPL]]> <![CDATA[Regulators bare their teeth on excessive fees]]> <![CDATA[Weighing a Plan B in estate planning in light of Obama's proposed tax overhaul]]> <![CDATA[Investors still avoiding high-yield bonds despite new flood of cash from central banks]]> <![CDATA[RBC, City National deal marries bank and brokerage]]> <![CDATA[Brokers under White House scrutiny for costing workers billions in retirement savings]]> <![CDATA[The next thing to worry about: Investor overconfidence]]> Breakfast with Benjamin, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.]]>