Industry News

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Are you using the wrong account to save for retirement?
NEWS RETIREMENT PLANNING JAN 20, 2016
Are you using the wrong account to save for retirement?

Provocative article suggests health savings accounts may top 401(k) plans as wealth accumulation vehicle.

By Mary Beth Franklin
NEWS RIAS JAN 20, 2016
Biggest billion-dollar adviser moves since 2011

Over the past five years, big advisers moves picked up steam toward the end of 2015.

By Ellie Zhu
NEWS EMERGING MARKETS JAN 20, 2016
Bond funds offer some comfort in stock rout

You may never have thought that your clients would thank you for putting them into bond funds – until now.

By John Waggoner
NEWS RETIREMENT PLANNING JAN 20, 2016
Social Security claiming questions persist

The Social Security Administration still has not provided official guidance on coming changes.

By Mary Beth Franklin
RIA deal mania and why you should care
NEWS RIAS JAN 20, 2016
RIA deal mania and why you should care

Three big deals this year mark an important inflection point as big investors place major bets on the industry.

By Joe Duran
Moody's puts 175 ratings on review for possible downgrade after commodities rout
NEWS FIXED INCOME JAN 19, 2016
Moody's puts 175 ratings on review for possible downgrade after commodities rout

Royal Dutch Shell, Total SA and BP, Europe's three biggest oil producers, were among 175 energy and mining companies whose credit ratings were placed on review for possible downgrade by Moody's Investors Service after cutting its forecasts for crude prices.

By wsiew
NEWS EMERGING MARKETS JAN 19, 2016
The world is increasing its focus on China's currency devaluation

<i>Breakfast with Benjamin</i> The world is increasing its focus on China's currency devaluation, but it's key to keep the yuan in perspective.

By Jeff Benjamin
U.S. stocks close lower after late-day rally
NEWS EQUITIES JAN 19, 2016
U.S. stocks close lower after late-day rally

Equities surged back to pare the biggest one-day selloff in five months.

By Bloomberg
Investors are fixated on the stock market's August lows
NEWS INDUSTRY NEWS JAN 19, 2016
Investors are fixated on the stock market's August lows

<i>Breakfast with Benjamin</i> Investors are now obsessed with the stock market's dreaded August bottom. But then what?

By Jeff Benjamin
NEWS RETIREMENT PLANNING JAN 19, 2016
How reverse mortgages can help stave off Medicare surcharges

There are several retirement-income planning options to consider that can help people save their hard-earned nest egg dollars.

By Katy Votava
Stock market slide has financial advisers buying low, rebalancing
NEWS EQUITIES JAN 19, 2016
Stock market slide has financial advisers buying low, rebalancing

Though most aren't ready to call a bottom, many are taking advantage of the pullbacks.

By Jeff Benjamin
How reverse mortgages can help stave off Medicare surcharges
NEWS RETIREMENT PLANNING JAN 19, 2016
How reverse mortgages can help stave off Medicare surcharges

By Katy Votava
Emerging markets now in bear territory
NEWS EMERGING MARKETS JAN 19, 2016
Emerging markets now in bear territory

Emerging markets funds are in a bear market. If you've put your clients in such a fund, the thing to do is keep your expenses low and explain your strategy carefully to clients.

By John Waggoner
Morgan Stanley: Oil may fall to $20 as U.S. dollar appreciates
NEWS EMERGING MARKETS JAN 19, 2016
Morgan Stanley: Oil may fall to $20 as U.S. dollar appreciates

A rapid appreciation of the U.S. dollar may send Brent oil to as low as $20 a barrel, according to Morgan Stanley.

By Bloomberg
Legg Mason in exclusive talks to buy Clarion Partners
NEWS ALTERNATIVES JAN 19, 2016
Legg Mason in exclusive talks to buy Clarion Partners

Deal said to value real estate investment manager at $850M

By Bloomberg
NEWS PRACTICE MANAGEMENT JAN 19, 2016
Merrill compensation plan makes it tough on small advisers

By Bruce Kelly
NEWS LIFE INSURANCE AND ANNUITIES JAN 17, 2016
Advisers should pay attention when regulators lay out exam priorities

Broker-dealers and advisory firms would be foolish not to take regulatory priority letters seriously.

By MFXFeeder
NEWS RETIREMENT PLANNING JAN 17, 2016
Social Security changes reveal a knowledge gap advisers can fill

Leverage the changes to educate clients about what Social Security will provide and how much of their needs it covers.

By Laura McCarron
NEWS EQUITIES JAN 17, 2016
Investing in India is gaining appeal with advisers

The world's seventh-largest economy is gaining appeal with advisers, and investors are salivating over the country's rich demographics.

By Jeff Benjamin
NEWS RETIREMENT PLANNING JAN 17, 2016
Low 401(k) fees aren't a legal cure-all

Fees that participants pay must be the lowest possible if the sponsors are to avoid potential lawsuits

By MFXFeeder