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RETIREMENT PLANNING FEB 12, 2015
The dangers of art investing

One artist's precipitous fall is a reminder that art can be a fundamentally fickle asset. So, buy it because you love it.

Pimco hires Morgan Stanley's Fels as economic adviser
RIA NEWS FEB 11, 2015
Pimco hires Morgan Stanley's Fels as economic adviser

Bond manager seeks to reassure clients, fortify ranks as Total Return Fund rebounds.

S&P 500 closes in on a record as rally returns
EQUITIES FEB 11, 2015
S&P 500 closes in on a record as rally returns

Ability to hold above key 2,063 level could draw in more buyers.

Obama's retirement cap might sound good but it has an annuity problem
RETIREMENT PLANNING FEB 11, 2015
Obama's retirement cap might sound good but it has an annuity problem

When interest rates rise, the $3.4 million ceiling proposed could drop, trapping more people in a tax net

Royal Bank buys City National in push to expand wealth business
RIA NEWS FEB 11, 2015
Royal Bank buys City National in push to expand wealth business

Toronto-based lender to pay $5.4 billion for California banker to the stars.

Ray Dalio's Bridgewater picks up chunk of Microsoft, ditches UPS
EQUITIES FEB 10, 2015
Ray Dalio's Bridgewater picks up chunk of Microsoft, ditches UPS

Hedge fund manager tops most peers in January with an 8.3% gain.

Apple's market cap tops $700 billion, a milestone for U.S. companies
EQUITIES FEB 10, 2015
Apple's market cap tops $700 billion, a milestone for U.S. companies

Shares of iPhone maker more than twice as valuable as rival Microsoft. No 2? Exxon Mobil Corp., with a market cap of $385.4 billion.

Two SEC officials blast agency's Oppenheimer Holdings decision
PRACTICE MANAGEMENT FEB 10, 2015
Two SEC officials blast agency's Oppenheimer Holdings decision

SEC officials Luis Aguilar and Kara Stein (pictured) say the regulator turned a 'blind eye' to Oppenheimer's pattern of misconduct in giving the firm a penalty waiver for penny stock improprieties.

PRACTICE MANAGEMENT FEB 10, 2015
Concierge services are not just for hotels

How advisers can build stronger business relationships by making prospects and clients feel like they are the most important people in the world.

RIA NEWS FEB 09, 2015
Name dropping ahead of Berkshire Hathaway's annual meeting

Tens of thousands of investors will be listening to Berkshire Hathaway CEO Warren Buffett on Saturday for his views on the economy and topics from ketchup to geopolitics. Here's a list of names they'll also be listening for.