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INVESTING EQUITIES MAY 08, 2016
Shedding early light on President Barack Obama's economic legacy

The long-term effects of the decisions made will shed light on the effectiveness of this period of economic history

INVESTING EMERGING MARKETS MAY 08, 2016
Keep your eye on the Puerto Rico bond saga

Advisers must regularly monitor investments, even apparently safe mutual funds, to make sure they are not taking on increased risk.

YOUR PRACTICE FINTECH MAY 02, 2016
Bright side of the new DOL fiduciary rule: Tech and efficiency

The rule is likely to unleash a wave of software upgrades and business relationships that will result in greater efficiencies for advisory firms.

RETIREMENT RETIREMENT PLANNING APR 28, 2016
Clients still need Social Security advice

File and suspend's elimination doesn't mean advisers should put Social Security planning on the shelf.

NEWS OPINION APR 18, 2016
A technology response to the DOL fiduciary rule

To face the changing regulatory season squarely, it's time for some technological spring cleaning

YOUR PRACTICE FINTECH APR 17, 2016
Chinese acquisition of AssetMark raises questions

RETIREMENT RETIREMENT PLANNING APR 17, 2016
Is securitizing health care loans a workable solution for accessing high-cost medical treatments?

As an investment, this is an idea that adopts the same general form as mortgage-backed securities.

A DOL fiduciary rule everyone can live with
RETIREMENT RETIREMENT PLANNING APR 11, 2016
A DOL fiduciary rule everyone can live with

Final version includes a number of changes that address the most serious concerns of those who most vehemently criticized it.

INVESTING ALTERNATIVES APR 11, 2016
Bringing REIT commissions to light

It's one thing to charge an investor a high commission, but it's another to hide it and not be transparent about your charges.

INVESTING ETFS APR 10, 2016
Number of mutual fund share classes boggles the mind

Meanwhile, the industry's biggest threat, ETFs, are chugging along offering a single-version product to all investors.