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NEWS EQUITIES JAN 21, 2015
Five surprise investment themes for 2015

From a big year for European equities to precious metals and bonds, here are some ideas of where value may lie in 2015.

By Scott Colyer
Rate hike not likely before April: Federal Reserve
NEWS INDUSTRY NEWS JAN 21, 2015
Rate hike not likely before April: Federal Reserve

Broad support for Chair Yellen's assessment of likely timing, some officials concerned inflation could remain too low.

By Bloomberg
NEWS ALTERNATIVES JAN 21, 2015
Nicholas Schorsch down, not out after resigning again

Though the real estate czar stepped down from two more publicly traded companies last week, as well as from a host of other nontraded REITs, he still remains entrenched at other firms he created and is the largest shareholder at several others.

By Bruce Kelly
NEWS RIAS JAN 21, 2015
Fund board severs ties with Thibeault after arrest

The small financial services empire of Daniel Thibeault, a well-known asset manager arrested earlier this month on charges of securities fraud, continues to unravel as the board of trustees of his fund moved to distance itself from him.

By Mason Braswell
NEWS RIAS JAN 21, 2015
Former Edward Jones rep accused of stealing from a disabled client

Plus the rest of Tuesday's <i>Breakfast with Benjamin</i>: Daniel Thibeault's missteps make the case for due diligence, U.S. economy magically defies gravity among global economies, and tax strategies that it isn't too late to employ

By Jeff Benjamin
NEWS ALTERNATIVES JAN 21, 2015
Alts fund manager Daniel Thibeault arrested in securities fraud

The FBI accused GL Capital Partners CEO Daniel Thibeault of creating fictitious loans to divert millions in assets to business accounts.

By Mason Braswell
NEWS ETFS JAN 21, 2015
ETFs losing their luster in 529 college savings plans

New report says benefits of exchange-traded funds don't make sense when nestled within the tax-advantaged 529 plans.

By Liz Skinner
NEWS INDUSTRY NEWS JAN 21, 2015
The season of giving is the perfect time for 529 college savings plans

As financial advisers begin working on end-of-year planning with their clients, now is the time to talk about college investing.

By Michael Conrath
NEWS ALTERNATIVES JAN 21, 2015
As oil prices fall, investment opportunities emerge

Boon for MLPs, and a boost for holiday sales

By Jeff Benjamin
NEWS PRACTICE MANAGEMENT JAN 21, 2015
Brokers warned to beef up training on complex products

Regulators alarmed at lack of knowledge brokers demonstrate about the products they're selling.

By Mark Schoeff Jr.
NEWS RETIREMENT PLANNING JAN 20, 2015
Obama backs Social Security spousal benefits for same-sex couples

President's $4T budget proposal includes a major change to the Social Security Act that would allow same-sex couples to receive spousal benefits even if they live in states that don't recognize such unions.

By Bloomberg
TD Ameritrade to branch out trust services in alliance with National Advisors Trust Co.
NEWS RETIREMENT PLANNING JAN 20, 2015
TD Ameritrade to branch out trust services in alliance with National Advisors Trust Co.

Trillion-dollar asset transfer opportunities await RIAs

By Darla Mercado
Secrets for successful withdrawal strategies in retirement
NEWS RETIREMENT PLANNING JAN 20, 2015
Secrets for successful withdrawal strategies in retirement

Market conditions in early retirement can help predict whether your assets will actually last 30 years.

By Darla Mercado
NEWS RETIREMENT PLANNING JAN 20, 2015
Secrets for successful withdrawal strategies in retirement

Market conditions in early retirement can help predict whether your clients' assets will actually last 30 years.

By Darla Mercado
A recipe for future retirement security
NEWS RETIREMENT PLANNING JAN 20, 2015
A recipe for future retirement security

Early financial literacy training is key.

By Mary Beth Franklin
Bond investors pessimistic as U.S. economic growth improves
NEWS EQUITIES JAN 20, 2015
Bond investors pessimistic as U.S. economic growth improves

Lack of wage growth stoking fears of disinflation while Fed prepares to lift interest rates

By Bloomberg
State of the Union spoiler alert: Obama plans to go after rich people
NEWS EQUITIES JAN 20, 2015
State of the Union spoiler alert: Obama plans to go after rich people

<i>Breakfast with Benjamin:</i> Tax hikes for the rich? Plus: European central bankers load up for their own quantitative easing, Russia is fading fast, and Switzerland has another trick up its sleeve.

By Jeff Benjamin
Shocking NYC murder highlights need for estate planning contingencies
NEWS RETIREMENT PLANNING JAN 20, 2015
Shocking NYC murder highlights need for estate planning contingencies

Case serves as a reminder that advisers need to plan for events in which a beneficiary becomes unable to inherit.

By Darla Mercado
Expenses take toll on Merrill Lynch's Q4 earnings
NEWS WIREHOUSES JAN 20, 2015
Expenses take toll on Merrill Lynch's Q4 earnings

Bank of America Merrill Lynch took a hit in the fourth quarter due to rising expenses and lower interest income, though CEO Brian Moynihan offered a vote of confidence that brokerage chief John Thiel is managing expenses well.

By Mason Braswell
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets
NEWS EQUITIES JAN 20, 2015
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets

What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach.

By Jeff Benjamin