InvestmentNews News and Opinion http://www.investmentnews.com News and opinion from InvestmentNews.com en-us <![CDATA[Focusing on female clients means helping with their lives, not just money]]> <![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[SEC to reject applications for nontransparent ETFs]]> <![CDATA[Early filers cannot choose their Social Security benefits]]> <![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[LPL cuts profit forecast to cover higher-than-expected regulatory costs]]> <![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[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.]]> <![CDATA[Options market action suggests investor fear has peaked]]> <![CDATA[Wealth management a growing force in bank fortunes]]> <![CDATA[Market volatility gives liquid alts first real test]]> <![CDATA[The regulatory hits keep coming for LPL Financial]]> <![CDATA[Morgan Stanley hits profitability goal with fewer advisers]]> <![CDATA[Former Stratton Oakmont broker charged with fraud]]> <![CDATA[Advisory firms aren't worth as much as owners think ]]> <![CDATA[Advisers tested by spike in market volatility]]> <![CDATA[Fattened by the Federal Reserve, the markets want more]]> Breakfast with Benjamin: Fresh talk of extending QE is a sign that the markets just want more. Plus, gold shines bright among the carnage, learning to love leverage, and more.]]>