Industry News

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Plan to work longer for more retirement savings? Don't count on it
ADVISOR NEWS RETIREMENT PLANNING NOV 13, 2015
Plan to work longer for more retirement savings? Don't count on it

Although delaying retirement helps financial readiness, it can't be a safety net for everyone.

By Greg Iacurci
Look out for these robos in 2016
RIAS FINTECH NOV 13, 2015
Look out for these robos in 2016

Big firms target next year to join robo ranks, look to differentiate as market becomes crowded.

By Alessandra Malito
When living on Social Security won't cut it
ADVISOR NEWS RETIREMENT PLANNING NOV 13, 2015
When living on Social Security won't cut it

Insured Retirement Institute offers four pieces of advice to clients retiring on fumes.

By Laura Sanicola
DOL fiduciary rule could hurt nontraded REIT sales: LPL's Casady
ADVISOR NEWS REGULATION AND LEGISLATION NOV 13, 2015
DOL fiduciary rule could hurt nontraded REIT sales: LPL's Casady

LPL CEO Casady says that as written, rule would bar sales of certain alternative investments in brokerage retirement accounts. <i>(See also: <a href=&quot;http://www.investmentnews.com/article/20150430/BLOG07/150439998/democratic-senators-split-from-white-house-on-dol-fiduciary-rule&quot; target=&quot;_blank&quot;>Democratic senators split from White House on DOL fiduciary rule</a>)</i>

By Bruce Kelly
ADVISOR NEWS RETIREMENT PLANNING NOV 12, 2015
The unique nature of target-date fund benchmarking

The wide dispersion of glide paths and asset allocations makes evaluation much more complex. And yet, TDF choice is likely the biggest investment decision for a plan.

By Greg Iacurci
Wells Fargo launching 'completely different' target date funds that take an active approach
ADVISOR NEWS RETIREMENT PLANNING NOV 12, 2015
Wells Fargo launching 'completely different' target date funds that take an active approach

The retirement funds, the firm's second to market, seek to give investors 80% pre-retirement income replacement.

By Greg Iacurci
DOL pushes back on legislation to kill fiduciary
RIAS PRACTICE MANAGEMENT NOV 12, 2015
DOL pushes back on legislation to kill fiduciary

While bipartisan group frets over 'unintended negative consequences,' Labor Department says bill would establish best-interest standard 'in name only.'

By Mark Schoeff Jr.
RCAP "unlikely" to dump Cetera for $700 million: analyst
INVESTING ALTERNATIVES NOV 12, 2015
RCAP "unlikely" to dump Cetera for $700 million: analyst

Citigroup's Bill Katz questions report that RCAP was shopping Cetera for &quot;fire sale&quot; price

By Bruce Kelly
ADVISOR NEWS RETIREMENT PLANNING NOV 11, 2015
Is all the financial advice you've heard wrong?

Ethan Bloch, founder of online financial company Digit, wants to disspell certain myths millennial investors have been taught.

By Bloomberg
ADVISOR NEWS RETIREMENT PLANNING NOV 11, 2015
Young women taking more time to leave their parents' nests

The increase is puzzling considering the improved state of the economy and an improving job market.

By Bloomberg
Could a one-time extra Social Security payment be coming your way?
ADVISOR NEWS RETIREMENT PLANNING NOV 11, 2015
Could a one-time extra Social Security payment be coming your way?

Sen. Elizabeth Warren, D-Mass., recently introduced legislation to pay $581 to each person receiving retirement benefits to offset no cost of living adjustment in 2016.

By Laura Sanicola
Software companies race to update Social Security advice
ADVISOR NEWS RETIREMENT PLANNING NOV 11, 2015
Software companies race to update Social Security advice

Industry leaders ready with new guidance while others play catch up.

By Mary Beth Franklin
Why global dividend stocks have become one of the best plays in the market
INVESTING EQUITIES NOV 11, 2015
Why global dividend stocks have become one of the best plays in the market

Companies paid out a record $1 trillion last year; about 70% came from non-U.S. companies

By Ben Lofthouse
$258M UBS team goes independent with Wells Fargo FiNet
RIAS INDUSTRY NEWS NOV 11, 2015
$258M UBS team goes independent with Wells Fargo FiNet

Curtis Rach and Jud Crary join established practice in Irvine, Calif.

By Laura Sanicola
Franklin hires iShares developer, former BlackRock ETF executive
RIAS INDUSTRY NEWS NOV 10, 2015
Franklin hires iShares developer, former BlackRock ETF executive

Active fund manager sees opportunities for investors in exchange-traded funds.

By Bloomberg
Time to overcome your fear of video
RIAS FINTECH NOV 10, 2015
Time to overcome your fear of video

When in-office meetings are not practical, the need for personalized communication is heightened, and face-to-face communication can make the difference between keeping or losing a client.

By Sheryl Rowling
The apolitical Fed is becoming a political target
INVESTING EQUITIES NOV 10, 2015
The apolitical Fed is becoming a political target

<i>Breakfast with Benjamin</i>: Even though it's designed and expected to be apolitical, the Federal Reserve is becoming a popular target of political attacks.

By Jeff Benjamin
Cutting clients' tax liability becomes top of mind for advisers as tax season opens
RIAS INDUSTRY NEWS NOV 10, 2015
Cutting clients' tax liability becomes top of mind for advisers as tax season opens

<i>InvestmentNews</i> webcast panel says charitable giving, mutual fund capital gains distributions and RMDs key issues to cover.

By Laura Sanicola
Advisers using the wrong words on websites to attract new clients
RIAS FINTECH NOV 10, 2015
Advisers using the wrong words on websites to attract new clients

Unique and authentic messages are necessary to stand out in crowded market.

By Liz Skinner
ADVISOR NEWS RETIREMENT PLANNING NOV 10, 2015
Millennials shun big banks and the fees that go with them

Find out where young investors are putting their money now that major institutions have increased what they charge for account maintenance, overdrafts, ATM withdrawals and other services.

By Bloomberg