InvestmentNews News and Opinion News and opinion from en-us <![CDATA[Is your 529 plan one of the six that Morningstar just downgraded? ]]> <![CDATA[Adviser compensation, rollovers most complex factors under DOL fiduciary rule]]> <![CDATA[Advisers managing $220 million in assets join Raymond James from UBS]]> <![CDATA[The case for more U.S. infrastructure investment by the private sector]]> <![CDATA[Hillary Clinton-Donald Trump slugfest could permanently alter US politics: Horizon Investments' political strategist]]> <![CDATA[First set of FAQs on fiduciary rule coming 'very soon,' but deadline extension 'not likely': DOL's Borzi]]> (More: A comprehensive, searchable database of advisers' fiduciary FAQs)]]> <![CDATA[Investors want more government spending]]> <![CDATA[Wells Fargo claws back more than $1 million from broker claiming wrongful termination, Finra says]]> <![CDATA[Finra barred WFG broker for selling customers a Ponzi scheme]]> <![CDATA[Tax planning for the wealthy gets more difficult under a Clinton presidency ]]> <![CDATA[Schwab CEO: Advisers face challenge of keeping fiduciary edge over brokers in post-DOL rule world]]> <![CDATA[Scottrade acquisition could be a boon to TD Ameritrade RIAs]]> (Related read: RIA firms see record number of M&A deals in first nine months of 2016.)]]> <![CDATA[Commonwealth Financial eliminates commission-based retirement products in wake of DOL rule]]> <![CDATA[Investopedia Anxiety Index a step ahead of the VIX?]]> <![CDATA[TD Ameritrade and its largest stakeholder, Toronto-Dominion, buy Scottrade for $4 billion]]> <![CDATA[ Despite the temptation, an all-stock portfolio is crazy]]> <![CDATA[RIA firms see record number of MandA deals in first nine months of 2016]]> <![CDATA[China Oceanwide agrees to buy Genworth for $2.7 billion in cash]]> <![CDATA[SSandC acquires CRM firm used by large wealth managers]]> <![CDATA[Big gap between Social Security cost-of-living adjustment and retiree inflation]]> <![CDATA[Even low-tech tools can trip up advisers going independent]]> <![CDATA[How the financial advice industry performed last year]]> <![CDATA[Performance-based pay may lead to problems including fines andmdash; and even a tarnished brand]]> <![CDATA[The coming wave of MandA for advisory companies]]> <![CDATA[Financial advisory firms are missing their growth target for assets under management, revenue ]]> <![CDATA[Sen. Elizabeth Warren's bogus charges against SEC's Mary Jo White]]> <![CDATA[American Funds files for new share class to cut fund expense ratios]]> <![CDATA[Help clients manage tax payments during the year]]> <![CDATA[DOL fiduciary rule won't help some 403(b) retirement plans]]> <![CDATA[Knut Rostad: Trump adviser Anthony Scaramucci should apologize for DOL fiduciary rule remarks]]> <![CDATA[How fintech aims to make DOL fiduciary rule manageable ]]> <![CDATA[Why investors may be overlooking the benefits of impact investing]]> <![CDATA[Investor exodus forcing hedge fund managers to take big pay cuts]]> <![CDATA[SEC bars adviser for failing to disclose conflicts of interests in commodities fund]]> <![CDATA[Adviser groups boost political spending to gain Capitol Hill influence]]> <![CDATA[Eaton Vance to buy Calvert Investments]]> <![CDATA[Patriarch Partners CEO Lynn Tilton's bid to block asset sale rejected as she faces SEC fraud trial]]> <![CDATA[DOL fiduciary rule promotes a 'business form of skydiving']]> <![CDATA[Finra shouldn't hype 'broken' BrokerCheck to investors: PIABA ]]> <![CDATA[Top reasons for independent advisers to consider a merger instead of an acquisition]]> <![CDATA[The DOL fiduciary rule: Deal catalyst or deal killer?]]> <![CDATA[The long-term effect of lifestyle-friendly advisory practices]]> <![CDATA[Finra proposes rule to prevent elder financial abuse ]]> <![CDATA[Financial advisers flock to Vanguard, bringing more than $1 trillion on board]]> (Related read: 9 facts that make Vanguard the king of mutual funds)]]> <![CDATA[InvestmentNews readers weigh in on the final presidential debate]]> <![CDATA[Morningstar to create new style box for liquid alt funds]]> <![CDATA[A pricey stock market may get pricier]]> <![CDATA[Commodities funds may offer inflation hedge, but many overweight energy ]]> <![CDATA[Advisory firms growing with tech, but not without troubles and false starts]]> <![CDATA[Investors poured $23 billion into taxable bond funds in September: Morningstar]]>