Industry News

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NEWS INDUSTRY NEWS JUN 26, 2014
Fund wholesaler pay out of touch as advisers sell more low-fee products: Consultant

Cost of bringing in assets too high as actively managed funds are increasingly squeezed by competition.

By Trevor Hunnicutt
NEWS RETIREMENT PLANNING JUN 26, 2014
Your doctor is making it her business to know about all about your buying habits

All-seeing medical eye: Health care companies are buying big data to get a window into patients lives.

By By Shannon Pettypiece and Jordan Robertson, Bloomberg.com
NEWS RETIREMENT PLANNING JUN 26, 2014
Fewer than half of women have an emergency fund

Report on women investors finds they are closing the financial literacy gap fast, but remain behind men in terms of confidence and knowledge.

By Mary Beth Franklin
NEWS EQUITIES JUN 26, 2014
New inflation data could drive the Fed into hawkish mode

On the <i>Breakfast with Benjamin</i> menu: Inflation data could turn doves into hawks. Plus: Oil could get a lot pricier in a hurry, insider trading runs rampant and SIFMA cuts its economic outlook.

By Jeff Benjamin
NEWS RETIREMENT PLANNING JUN 26, 2014
Galvin asks Congress to force 401(k) plan disclosures

Massachusetts' chief securities regulator Wiliam Galvin has asked Congress to force 401(k) plan disclosures, ratcheting up pressure to force transparency in retirement accounts.

By Gregory Crawford
NEWS RETIREMENT PLANNING JUN 26, 2014
How to reap the benefits of Social Security's rearview mirror

Claiming after age 66 can result in retroactive benefits.

By Mary Beth Franklin
NEWS EQUITIES JUN 26, 2014
Let's keep perspective on high-frequency trading

By Mark Casady
NEWS RETIREMENT PLANNING JUN 26, 2014
BlackRock extends reach into retirement business with new funds, indexes

Money manager turns focus to retirement income, distribution vs. accumulation.

By Darla Mercado
NEWS RETIREMENT PLANNING JUN 26, 2014
A new financial planning frontier for same-sex marriage

Advisers wanting to work with LGBT clients will have to stay current on the changing state laws and realize how their clients' residences can shape their retirement and estate planning.

By Darla Mercado
April Peterson: Studying for my CFP
NEWS INDUSTRY NEWS JUN 26, 2014
April Peterson: Studying for my CFP

By John Goff
Matt Romeo: Can't wait to start
NEWS INDUSTRY NEWS JUN 26, 2014
Matt Romeo: Can't wait to start

By John Goff
NEWS RETIREMENT PLANNING JUN 25, 2014
Bankrupt basketball star wishes he'd gotten an MBA

Antoine Walker made $110M, but blew it. Schools are launching executive MBAs for athletes like him.

By Bloomberg
NEWS RETIREMENT PLANNING JUN 25, 2014
Could earning less later in your career reduce your Social Security?

Find out whether your top years or final years determine your monthly benefit amount.

By Mary Beth Franklin
NEWS EMERGING MARKETS JUN 25, 2014
Deflation: We fear you not

Why deflation is misunderstood, and differentiating between good and bad deflation is key.

By Jeffrey Cleveland
NEWS FINTECH JUN 25, 2014
Don't pay to be No. 1 on Google. Follow these steps to climb search result ranks

Unique, authentic, high quality content from you as the author is your best opportunity for getting found by the right potential prospects on Google.

By Stephanie Sammons
NEWS PRACTICE MANAGEMENT JUN 24, 2014
3 lessons in team building advisers can learn from the San Antonio Spurs

By Brad Johnson
Envestnet to acquire Placemark Holdings
NEWS FINTECH JUN 24, 2014
Envestnet to acquire Placemark Holdings

The acquisition is aimed at bolstering the firm's market presence in unified managed account services.

By Alessandra Malito
NEWS RIAS JUN 24, 2014
TD Ameritrade, Schwab put third-party exams on lawmakers' radar

Without outright endorsing the idea, executives say outside contractors should be considered as a way to increase oversight of RIAs.

By Mark Schoeff Jr.
NEWS RETIREMENT PLANNING JUN 24, 2014
Morningstar-HelloWallet deal ups the ante for financial wellness services

Viewing workers' retirement savings in the context of their full financial picture may be the next frontier for retirement plan services.

By Darla Mercado
NEWS RIAS JUN 24, 2014
SEC exam director warns advisers about use of alternative mutual funds

Noting surge in inflows, Bowden calls the funds 'bright, shiny objects' with sharp edges.

By Mark Schoeff Jr.