November 10, 2014 | Runtime: 3:20
Changes in Congress could have big implications for financial advisers, according to Kenneth Bentsen of SIFMA. Plus, what other regulatory issues are critical for advisers today?
November 10, 2014 | Runtime: 2:21
Bill Johnstone, SIFMA’s incoming chairman, weighs in on the industry’s concerns as it waits to see if the SEC and DOL can get on the same page regarding a uniform fiduciary standard.
November 07, 2014 | Runtime: 2:12
We've learned a lot from upheaval in the bond market, but what's next? Who could be the next King of Bonds?
October 28, 2014 | Runtime: 3:25
What are the biggest issues financial advisers' clients are currently grappling with? A group of advisers addresses what's keeping their clients up at night.
October 14, 2014 | Runtime: 2:32
What do advisers need when working in their business and on their business? Shannon Reid, VP of private client group education and practice management at Raymond James, says a variety of processes and services can deepen client relationships.
October 14, 2014 | Runtime: 2:03
A grave prognosis can prompt competing concerns about claiming early for financial reasons versus holding off to protect spousal benefits. InvestmentNews contributing editor Mary Beth Franklin discusses how to make that tough call.
October 14, 2014 | Runtime: 1:43
More than 80% of pre-retirees said that they would leave their current adviser if he or she couldn’t answer their Social Security questions. InvestmentNews contributing editor Mary Beth Franklin shares what you need to do to pass the test.
October 14, 2014 | Runtime: 1:30
The higher your Medicare premium, the lower your net Social Security benefit. InvestmentNews contributing editor Mary Beth Franklin discusses what high-income retirees need to watch out for.
October 09, 2014 | Runtime: 2:39
Recruiting women advisers is a top priority for Raymond James, according to Tash Elwyn. Fourteen percent of its advisers are women and the company is optimistic about increasing that percentage.
October 09, 2014 | Runtime: 1:50
Social Security will likely adjust benefits for 2015 to keep up with the consumer price index, but that might not be enough considering the true inflation retirees face, according to InvestmentNews contributing editor Mary Beth Franklin.
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