Advisor News

Displaying 26934 results
RETIREMENT PLANNING OCT 01, 2013
Retirement attorneys say Yale prof's 401(k) charges hot air

A trio of retirement attorneys has picked apart Yale Law professor Ian Ayers' letters to 401(k) plan sponsors and has debunked his claims of too high fees and limited menu options. <i>Plus: <a href=&quot;http://www.investmentnews.com/article/20130718/FREE/130719905&quot;>What the letters say</a> </i>

By Darla Mercado
RETIREMENT PLANNING SEP 30, 2013
Magic retirement number is 66, but Medicare a key factor

New study finds employee and retiree health care coverage impacts length of working life

By Darla Mercado
RETIREMENT PLANNING SEP 29, 2013
Penn Mutual lays off team of wholesalers and relationship managers

Firm doesn't want 'too much' in variable annuity sales.

By Darla Mercado
RETIREMENT PLANNING SEP 29, 2013
Some could break even with Axa's latest VA buyout offers

By Darla Mercado
OPINION SEP 29, 2013
Considering money market reforms

By MFXFeeder
FINTECH SEP 29, 2013
B-Ds break social-media habits

By DJAMIESON
FINTECH SEP 29, 2013
Out-of-office replies outdated

By AlexMurgua
REGULATION AND LEGISLATION SEP 29, 2013
Private-placement ads fire up execs After a slow start, companies are enjoying new latitude to reach out to investors publicly

By Mark Schoeff Jr.
FINTECH SEP 29, 2013
ReportCheck hits a home run

By Sheryl Rowling
FINTECH SEP 27, 2013
Tech training: A missing best practice

There is a clear link between success of your people and the amount of investment you make in training and professional development.

By twelsh
FIXED INCOME SEP 27, 2013
Gross: Fed will still taper after jobs report

&#8220;I think Bernanke and company are committed to a taper,&#8221; Pimco co-founder says.

By Matt Ackermann
RETIREMENT PLANNING SEP 26, 2013
Turning to social media for retirement savings info

More firms using Twitter, LinkedIn, Facebook but workers missing out.

By Megan Durisin
RETIREMENT PLANNING SEP 26, 2013
Annuities changes puzzle advisers

Advisers admit that variable annuities' varying product features and investment menus pose challenges, and insurers could do more to improve their clarity.

By Darla Mercado
FINTECH SEP 26, 2013
Finra goes social

Broker regulator uses Twitter, digital video to release board decision.

By Mark Schoeff Jr.
RETIREMENT PLANNING SEP 26, 2013
A real life case of confused claiming strategies

When to use 'file and suspend' vs. a restricted claim for spousal benefits.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 26, 2013
Know the VA or stay away

By MFXFeeder
RIA NEWS SEP 26, 2013
Navigating the RIA landscape: First stop the corporate RIA

By Tom Daley
RETIREMENT PLANNING SEP 25, 2013
Two options to 'super-size' Social Security benefits

How financial advisers can help their clients who claim reduced Social Security benefits early and regret it later take steps to reset and maximize their benefits.

By Mary Beth Franklin
REGULATION AND LEGISLATION SEP 25, 2013
SEC charges former RJ broker with insider trading

Complaint says firm may have unwittingly profited from the trades.

By Jeff Benjamin
REGULATION AND LEGISLATION SEP 25, 2013
Adviser group tells SEC small investors would be hurt by fiduciary standard

Massachusetts' securities chief Galvin begs to differ

By Mark Schoeff Jr.