InvestmentNews News and Opinion http://www.investmentnews.com News and opinion from InvestmentNews.com en-us <![CDATA[CFP Board sanctions two planners for improper use of 'fee-only' label]]> <![CDATA[Wirehouse recruiting numbers must be more transparent]]> <![CDATA[RIA MandA off to roaring start in 2015]]> <![CDATA[UBS to pay $2.9 million to settle investor Puerto Rico claims]]> <![CDATA[Global inflation could derail Fed's plan to bring rates back to normal]]> <![CDATA[UBS agrees to settle hedge fund's lawsuit over asset-backed securities]]> <![CDATA[Flash crashes make headlines but have little economic impact: Citigroup]]> <![CDATA[The biggest market risk right now might be trying to time this market]]> Breakfast with Benjamin: The stock market is clearly shaky, but trying to time it is a fool's game.]]> <![CDATA[Advisers who fled Pimco Total Return pay a price in 2015]]> <![CDATA[Robo takes first steps into crowdfunding for college savings accounts]]> <![CDATA[As stock market enters correction, some advisers look to buy]]> <![CDATA[Larry Roth steps down from RCAP board after four months]]> <![CDATA[Investors thinking about retirement should understand BDCs]]> <![CDATA[Why a big market decline won't kill the robo]]> <![CDATA[Adviser running for Congress wants to protect Dodd-Frank reforms]]> <![CDATA[Big-name advisers jump into data aggregation arena to back Quovo]]> <![CDATA[Go-anywhere bond funds have failed to go anywhere positive over the past year]]> Breakfast with Benjamin: Nontraditional bond funds that sounded too good to be true are looking like a bust, so far.]]> <![CDATA[Ohio firm's secret andndash; go where the clients are]]> <![CDATA[Worst-case scenario for Medicare premium hike in 2016]]> <![CDATA[Adviser's Consultant: What it takes to retain women advisers]]> <![CDATA[Dynasty trust planning: a tax-efficient way to manage wealthy families' assets]]> <![CDATA[The makeup of independent advisory firms has fundamentally changed]]> <![CDATA[ As volatility continues, more mutual funds go to cash]]> <![CDATA[Failing to market a robo properly can mean wasting big bucks]]> .]]> <![CDATA[Advisers, pay attention to home-country bias in 401(k) menus]]> <![CDATA[Jeffrey Gundlach's DoubleLine opens its first alternatives fund]]> <![CDATA[Closed-end funds rise to the surface following the market mess]]> Breakfast with Benjamin: All the messy stock market turmoil of the past few weeks has created a sweet opportunity in the closed-end funds space.]]> <![CDATA[Fees v. commissions: Different tax advantages]]> <![CDATA[Predicting how robo-advisers will evolve based on the history of TAMPs]]> <![CDATA[Advisers look back on 10th anniversary of Hurricane Katrina]]> (Plus: 7 lessons advisers can learn from the Coast Guard's response)]]> <![CDATA[Michael Kitces' weekend reading for financial advisers]]> <![CDATA[Charles Schwab's client portals suffer system-wide outage ]]> <![CDATA[UBS scoops up $950M Morgan Stanley team]]> <![CDATA[Avoid assumptions when forming partnerships]]> <![CDATA[Hurricane Katrina: 7 lessons advisers can learn from the Coast Guard's response]]> <![CDATA[That awkward moment when the Fed realizes it can't raise interest rates ]]> Breakfast with Benjamin: William Dudley, president of the New York Fed, says delaying a rate hike until 2016 'will be awkward.']]> <![CDATA[Boeing settlement underscores advisers' 401(k) responsibility]]> <![CDATA[In the wake of BlackRock's FutureAdvisor deal, which independent robo-adviser will be bought next? ]]> <![CDATA[Are PR firms worth the cost?]]> <![CDATA[ Newest robo-adviser targets female investors]]> <![CDATA[Making bigger bets with smaller portfolios]]> <![CDATA[Morgan Stanley hit with $20M whistleblower suit from ex-brokers]]> <![CDATA[Groups opposing DOL fiduciary rule step up lobbying spending]]> <![CDATA[DoubleLine's Gundlach outperforms Loomis' Fuss and Janus' Gross in recent market rout]]> <![CDATA[Vanguard, once thwarted, launches a muni-bond rival to BlackRock's iShares]]> <![CDATA[Boeing 401(k) fiduciary breach lawsuit settled]]> <![CDATA[In hindsight, China's market meltdown wasn't really that bad]]> Breakfast with Benjamin: Now that the dust has started to settle, China's stock market meltdown doesn't seem all that awful.]]>