Advisor News

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RETIREMENT PLANNING OCT 10, 2012
Pre-holiday bombshell: Pru locks vintage VAs

Advisers are still fuming about the last-minute notice they received from Prudential informing them of a lock down of several popular annuities.

By Darla Mercado
INDEPENDENT BROKER DEALERS OCT 09, 2012
J.W. Cole goes nationwide with FAA deal

Acquisition creates firm with 400 independent-contractor reps, dual headquarters.

By DJAMIESON
How Congress averted the fiscal cliff — in the 1840s
REGULATION, LEGAL & COMPLIANCE OCT 09, 2012
How Congress averted the fiscal cliff — in the 1840s

The latest round of budgetary brinksmanship recalls a similar government flirtation with financial calamity

By Alasdair Roberts
INDEPENDENT BROKER DEALERS OCT 09, 2012
Lies, damn lies, and statistics . . . again

Commonwealth Financial's CIO Brad McMillan discusses the latest job report and the questions over its legitimacy.

By Bloomberg
RETIREMENT PLANNING OCT 09, 2012
MetLife to bar new additions to VAs with old income riders

Changes keep coming in the variable annuity space, as MetLife Inc. will stop taking additional contributions to VAs with legacy living and death benefits next Monday.

By Darla Mercado
RETIREMENT PLANNING OCT 09, 2012
Study says VA opportunities remain for lower-profile carriers

Though variable annuity sales continue to be dominated by a few big companies, lower-profile carriers may seek opportunities in product innovation and new distribution channels.

By Darla Mercado
Top-ranking Senate Dem calls for rise in capital gains rate
REGULATION, LEGAL & COMPLIANCE OCT 08, 2012
Top-ranking Senate Dem calls for rise in capital gains rate

Schumer lacks specifics of tax plan; Republicans balk

By Mark Schoeff Jr.
RETIREMENT PLANNING OCT 08, 2012
Vets' annuities draw scrutiny

By Darla Mercado
Wall Street, advisory firms funneling big bucks to Romney
WIREHOUSES OCT 07, 2012
Wall Street, advisory firms funneling big bucks to Romney

Both presidential candidates are getting serious bucks from political action committees. Barack Obama's top donors? Universities. Mitt Romney's? Wall Street banks.

By Mark Schoeff Jr.
Waiting for ... retirement
RETIREMENT PLANNING OCT 07, 2012
Waiting for ... retirement

Thirst for immediate gratification can take six-figure toll in retirement

By Gregory Crawford
REGULATION, LEGAL & COMPLIANCE OCT 07, 2012
Finra taking a closer look at sellers of nontraded REITs

By Bruce Kelly
RETIREMENT PLANNING OCT 07, 2012
A journey to the land of lower expectations

By James Moore
RETIREMENT PLANNING OCT 07, 2012
Allianz bumps rates on Income Protector

By Darla Mercado
WIREHOUSES OCT 07, 2012
Downhill run for weaker wirehouses

By AOSTERLAND
OPINION OCT 07, 2012
Time to brace for new money fund rules

Financial advisers should begin preparing their clients for changes in the money market fund industry being pushed by Treasury Secretary Timothy Geithner.

By MFXFeeder
RETIREMENT PLANNING OCT 07, 2012
Something new to insure against: Longevity

By Darla Mercado
RETIREMENT PLANNING OCT 07, 2012
Advisers tread lightly when talking with clients about LTC

By Darla Mercado
REGULATION, LEGAL & COMPLIANCE OCT 07, 2012
Taking a stand for investors

Judge Jed Rakoff, the scourge of Wall Street, presses for accountability

By Bruce Kelly
FINTECH OCT 07, 2012
More Adviser Tech Trends answers

By Janowski Davis
More wirehouse reps looking to leave home
INDEPENDENT BROKER DEALERS OCT 05, 2012
More wirehouse reps looking to leave home

New research shows that more wirehouse reps are looking to leave home. What's more, half are considering exiting the channel entirely. | <a href=http://www.investmentnews.com/gallery/20121005/FREE/100509999/PH>The B-Ds that rate highest with potential breakaways</a> &amp;raquo;

By AOSTERLAND