Industry News

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NEWS RIAS FEB 04, 2014
David Lee Roth on how to get a jump on building your business

David Lee Roth, former lead singer of Van Halen and the quintessential decadent rock 'n roller, knows a thing or two about business.

By Steve Sanduski
NEWS INDUSTRY NEWS FEB 04, 2014
Stock market strategists call for calm after global stock wipeout

21 market analysts predict 11% gain for S&P 500 for the year

By Gregory Crawford
NEWS INDUSTRY NEWS FEB 04, 2014
Not so super

The Super Bowl theory — an NFC team winning the big game is a good indicator for stocks — hit a snag as stocks dropped sharply on news that really matters.

By Gregory Crawford
NEWS EQUITIES FEB 04, 2014
Stocks extend January slide, hit by weak earnings, emerging markets turmoil

Worst January since 2010 as S&P 500 loses 3.6%, first monthly decline since August 2013.

By Gregory Crawford
NEWS EQUITIES FEB 04, 2014
More bad news for gold

Today's <i>Breakfast with Benjamin:</i> If rates rise, gold won't. Plus: Warren Buffett's $1B tease, a new twist on stock valuations, bitcoin marches on, another solar energy push and, what's good about hoping for a flat market.

By Jeff Benjamin
NEWS RIAS FEB 04, 2014
Big miss: Advisers seldom discuss retirement living arrangements with clients

Housing discussion an opportunity for advisers and important for clients, Legg Mason says.

By Liz Skinner
NEWS RIAS FEB 04, 2014
Do you have inbound marketing KPIs? You should

Though used mainly in the retail world, when properly understood, key performance indicators can allow you to benchmark your progress. Here's why every adviser should have them.

By Craig Faulkner
NEWS RETIREMENT PLANNING FEB 03, 2014
Companies from Facebook to JPMorgan squeeze 401(k) plans

Tactics include holding back on both the amount and timing of 401(k) matches and dragging out vesting schedules

By Gregory Crawford
NEWS RETIREMENT PLANNING FEB 03, 2014
RETIREMENT BUSINESS OPPORTUNITY

By CODONNELL
NEWS RIAS FEB 03, 2014
Advisers differ on whether in-house investment management is a plus

Brodeski says advisers should advise; Carson insists that it's possible to generate alpha.

By Liz Skinner
NEWS RETIREMENT PLANNING FEB 03, 2014
Advisers skeptical about Obama's “myRA” proposal

President Obama's voluntary '&quot;myRA&quot; proposal, with no option to invest in stocks, could be doomed to failure, advisers say. The plan &quot;isn't going to go anywhere,&quot; according to one skeptic. <i>(Don't miss these <a href=&quot;http://www.investmentnews.com/gallery/20140123/FREE/123009998/PH&quot; target=&quot;_blank&quot;>tips for a worry-free IRA rollover</a>.)</i>

By Mark Schoeff Jr.
NEWS RETIREMENT PLANNING FEB 03, 2014
Age matters in Social Security-claiming strategies

Taking benefits early means permanent reduction &amp;ndash; but sometimes that's OK.

By Mary Beth Franklin
NEWS FIXED INCOME FEB 03, 2014
Withdrawals pick up steam at Gundlach's DoubleLine

After $1.2B yanked in June, $2.1B, the most ever, pulled in September.

By Gregory Crawford
NEWS RIAS FEB 02, 2014
A whirlwind week of conferences

By FGabriel
NEWS INDUSTRY NEWS FEB 02, 2014
You can ease income inequality

President Obama made halting the growth of income inequality a key part of his State of the Union message, and while financial planners and advisers can do little to fix the drivers of the problem, they can take steps to ameliorate its effects at the margin.

By MFXFeeder
NEWS INDUSTRY NEWS FEB 02, 2014
Huge nontraded REIT getting liquid?

By Andrew Leigh
NEWS INDUSTRY NEWS FEB 02, 2014
Taking advantage of energy efficiency

Technological and regulatory advances are turning once-speculative plays into viable businesses.

By Ian Simm
NEWS RIAS FEB 02, 2014
Regulators train a close eye on alternatives

The SEC and Finra are getting tough on broker-dealers, putting intense focus on those recommending and selling alternative investments, including nontraded REITs. <b><i>Don't Miss: <a href=&quot;http://www.investmentnews.com/article/20140110/FREE/140119991&quot;>Our full look at the SEC's 2014 priorities</a></b></i>

By Bruce Kelly
NEWS RETIREMENT PLANNING FEB 02, 2014
Public pensions offset Social Security

Advisers must know whether clients who have worked for federal, state or city governments may be affected by pension rules that can reduce or even eliminate certain Social Security benefits.

By Mary Beth Franklin
NEWS EQUITIES JAN 31, 2014
Investors brace for a rocky ride with stocks

<i>Breakfast with Benjamin:</i> January was rough, and though Seattle winning the Super Bowl is a good omen for stocks, it's going to be a bumpy ride. Also: How defined contribution assets surged, celebrating 25 years as a top PM, who to thank (or blame) for 401(k)s, finding gems in the emerging markets and who won the Super Bowl of advertising?

By Gregory Crawford