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RIA NEWS MAY 28, 2014
MFS Names $438 billion investment chief Roberge as co-CEO

Will continue to serve as chief investment officer while joining with Manning in top spot.

INDEPENDENT BROKER DEALERS MAY 21, 2014
Former N.Y. governor joins broker-dealer IFS Securities

Former N.Y. governor David Paterson joins broker-dealer IFS Securities, where he will help develop new business opportunities for firm

RIA NEWS MAY 21, 2014
5 income investments to consider ...

As yields fall to historic lows, investors should look to muni bonds and emerging-markets bonds. Meanwhile, stop considering Treasuries a safety play.

ALTERNATIVES MAY 20, 2014
Five things you need to know before investing in liquid alternatives

Thinking of getting your clients into liquid alts? Read this first.

ALTERNATIVES MAY 17, 2014
Legg Mason adds global equity specialist

Legg plans to work with UK-based institutional investor to develop retail funds

FIXED INCOME MAY 12, 2014
Interest rates will resume 'old normal' stability — we did the math

Contrary to a popular belief that interest rates are destined to rise significantly, we may be re-entering the “old normal,” where the U.S. Treasury 10-year yield remains between 2% and 4% for an extended period.

RETIREMENT PLANNING MAY 09, 2014
Foreign family offices open outposts in U.S.

Aggressive monetary easing, a shale oil boom that's lowered energy costs and improving corporate balance sheets give the world's largest economy an edge over other regions.

PRACTICE MANAGEMENT MAY 06, 2014
Five tips for finding a high-quality, low-cost 401(k) plan

Keep in mind that you are buying a complex financial service and not a commodity. The people, their culture, their processes and their technologies at the service provider you pick will make or break the experience for your employees.

PRACTICE MANAGEMENT APR 22, 2014
Stress and health: A case study for advisers

Putting the relationship between stress and health into clear perspective for advisers.

PRACTICE MANAGEMENT APR 18, 2014
How to procrastinate better

Procrastination can reach into many areas of people's financial lives, from mortgages to financial planning and retirement. Here are some ways to nip it in the bud,