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RETIREMENT PLANNING APR 08, 2015
Is this who you want looking at your taxes?

IRS workers increasingly disgruntled as budget is slashed

Will your clients really save more when the kids leave home?
RETIREMENT PLANNING APR 08, 2015
Will your clients really save more when the kids leave home?

A new study by the Center for Retirement Research at Boston College ran the numbers.

How to manage equity market uncertainty
EQUITIES APR 08, 2015
How to manage equity market uncertainty

Advisers should start talking to clients about the potential detriments of chasing sheer performance — and the importance of understanding how gains are achieved.

MUTUAL FUNDS APR 07, 2015
Goldman Sachs starting two money market funds, changing others to address new rules

Goldman Sachs Financial Square Federal Instruments Fund will invest in government securities only and cater to investors seeking state-tax-exempt income.

Activists expected to push REIT mergers this year
ALTERNATIVES APR 07, 2015
Activists expected to push REIT mergers this year

Analyst forecasts four or five deals a year, up from the one a year pace since the financial crisis.

Markets not hot for companies investing cash versus paying it out
EQUITIES APR 07, 2015
Markets not hot for companies investing cash versus paying it out

Shares of companies spending cash on capital, instead of on dividends or buybacks, lag

Being a contrarian pays off in stock portfolios in first quarter
EQUITIES APR 07, 2015
Being a contrarian pays off in stock portfolios in first quarter

The Dow Jones U.S. Contrarian Opportunities Index has risen more this year than an equally weighted version of the S&P 500.

Calpers squeezing out 8% fee savings from money managers
RIA NEWS APR 07, 2015
Calpers squeezing out 8% fee savings from money managers

$295 billion fund seeking to cut costs and win fee concessions as pressure mounts to boost returns and cover retirement promises.

RETIREMENT PLANNING APR 06, 2015
The other kind of diversification

A well-thought-out plan that takes into account tax-efficient withdrawals can be key for retirees.

PRACTICE MANAGEMENT APR 06, 2015
Economists bet on consumers to renew growth

Spring thaw expected to restore 3% annual growth rate