InvestmentNews News and Opinion News and opinion from en-us <![CDATA[Two big developments in retirement planning grab advisers' attention]]> <![CDATA[Spike in Finra, SEC regulation leaves star brokers exposed ]]> <![CDATA[Treasury, IRS OK annuities in 401(k) target date funds]]> <![CDATA[Regulators quiz money managers about liquidity as market volatility spikes]]> <![CDATA[A call to arms for advisers to champion the fiduciary standard]]> <![CDATA[TD Ameritrade takes DIY approach to 'robo' trend ]]> <![CDATA[The Fed's QE sleight of hand: Please ignore that $4.5T balance sheet]]> Breakfast with Benjamin - The Federal Reserve's QE sleight of hand, cheap oil's winners and losers, Schwab bringing advisers premium Morningstar access, and more.]]> <![CDATA[New LinkedIn tool could help advisers with marketing, compliance]]> <![CDATA[Janus CEO Weil hopes for Bill Gross-run ETF]]> <![CDATA[Schwab signs Morningstar to provide equity research, ratings]]> <![CDATA[United Capital acquires $320 million AUM adviser]]> <![CDATA[IRS sets cost of living adjustments for 2015]]> <![CDATA[Advisers played a role in market sell-off as they turned to risk-averse ETFs]]> <![CDATA[Analysts question whether LPL is out of the regulatory woods]]> said compliance failures could cost $23 million in the third quarter.]]> <![CDATA[Holiday spending can't come soon enough for the economy, markets]]> Breakfast with Benjamin menu: Investors banking on holiday spending. Plus: Less-secure Social Security, when gold and platinum run in stride, Facebook is now bigger than IBM, and the tired saga on endless office meetings.]]> <![CDATA[Money managers to redraw battle plans after SEC nixes batch of nontransparent ETFs]]> <![CDATA[Focusing on female clients means helping with their lives, not just money]]> <![CDATA[Early filers cannot choose their Social Security benefits]]> <![CDATA[Wunderlich and fired LPL broker part ways ]]> LPL's allegations.]]> <![CDATA[4 mistakes advisers make with Millennial women]]> <![CDATA[Some see buying opportunity in closed-end funds]]> <![CDATA[Social Security cost-of-living adjustment to rise less than 2% again in 2015]]> <![CDATA[What the SEC's enforcement numbers really tell us]]> <![CDATA[The Fed struts its market-timing skills to inject a sense of calm]]> Breakfast with Benjamin: The Fed tries to inject a sense of calm in the market, Mohamed El-Erian passes on Pimco, all economists get it wrong, a global currency war is unfolding before our eyes, and more.]]> <![CDATA[Lessons learned during my first six months as an adviser]]> <![CDATA[Why it's still a juggling act for women in financial services]]> <![CDATA[How to successfully engage executive female clients]]> <![CDATA[$2.5 billion adviser duo fired by Merrill Lynch lands at Stifel]]> fired last month by Bank of America Merrill Lynch over private securities transactions has found a new home. (Plus: The team plans to fight back.)]]> <![CDATA[LPL cuts profit forecast to cover higher-than-expected regulatory costs]]> <![CDATA[Borzi taking a back seat on fiduciary]]> <![CDATA[Housing recovery on horizon, but too late for many baby boomers starting retirement]]> <![CDATA[Charitable giving gets a boost from wealthy donors]]> <![CDATA[Goldman Sachs explores liquid alternatives in the ETF world]]> <![CDATA[Former Pimco parent Pacific Life moves accounts to Janus]]> <![CDATA[The bitter economic costs of cheap oil]]> Breakfast with Benjamin: The bitter economic costs of cheap oil, plus notes on taking advantage of the rising dollar, avoiding bond funds like the plague, and running toward market volatility.]]> <![CDATA[Morgan hires longtime Merrill broker]]> <![CDATA[Custodians jump into the robo game]]> <![CDATA[Merrill snags $500 million team from UBS]]> See also: Merrill loses longtime broker to Morgan Stanley)]]> <![CDATA[Financial planning clients not getting what they pay for: study]]> <![CDATA[Pimco, challenging Jack Bogle, defends active bond management]]> <![CDATA[How leverage led the market sell-off]]> Breakfast with Benjamin: How leverage led the market sell-off. Plus: Riding wild markets all the way to the elections, the tragic economics of Ebola, using all the Roth tools, more scary theories from Robert Shiller.]]>