Industry News

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NEWS INDUSTRY NEWS SEP 22, 2013
Prep course for CFA test goes mobile

By Michael Shagrin
NEWS INDUSTRY NEWS SEP 22, 2013
Advisers honored for giving back to communities

By Liz Skinner
NEWS INDUSTRY NEWS SEP 20, 2013
What the Fed's bombshell means for investors

Regulator's change of heart alters near-term outlook for stocks and bonds

By Jeff Benjamin
NEWS INDUSTRY NEWS SEP 20, 2013
Wine investing not all rosé

What you need to consider before dabbling in fine wine funds

By Bloomberg
NEWS INDUSTRY NEWS SEP 20, 2013
Opinion: Why Bernanke's head fake will sink the markets

Continuing QE is both an economic and psychological drag

By Jeff Benjamin
NEWS INDUSTRY NEWS SEP 20, 2013
The death of Alpha

Why no one can beat the market anymore, and other must reads from wealth manager and CNBC commentator Josh Brown

By Joshua Brown
NEWS EQUITIES SEP 20, 2013
Despite market reaction, Bernanke's head fake is a bad sign

Continuing QE is both an economic and psychological drag

By Jeff Benjamin
NEWS RETIREMENT PLANNING SEP 20, 2013
A timely reminder: Sign up for online Social Security account

By Mary Beth Franklin
NEWS INDUSTRY NEWS SEP 20, 2013
Cantor's Lutnick recalls 9/11, start of $270 million disaster fund

CEO talks about how the attack affected him and his firm.

By Gregory Crawford
NEWS RETIREMENT PLANNING SEP 20, 2013
Social Security earnings limits apply to gross wages

Deductions for 401(k) contributions don't affect income subject to cap.

By Mary Beth Franklin
NEWS RETIREMENT PLANNING SEP 20, 2013
Most retirees get only one chance to claim Social Security benefits

But a spouse can sometimes step up to a larger benefit later

By Mary Beth Franklin
NEWS RIAS SEP 20, 2013
Awaiting profit stream from rising rates

By Bruce Kelly
NEWS INDUSTRY NEWS SEP 20, 2013
Community Leadership Awards finalists announced

Advisers give back and gain recognition — for their work and their charities.

By Evan Cooper
NEWS RETIREMENT PLANNING SEP 19, 2013
Keep your retirement dream from going up in smoke

Learn the tricks financial advisers use to help clients achieve their retirement dreams

By Marine Cole
NEWS INDUSTRY NEWS SEP 19, 2013
BlackRock's Fink blames government for economic malaise

BlackRock CEO Laurence D. Fink said most of the “anemia” in the U.S. economy and uncertainty from CEOs at American companies is a result of government policy and this year's sequester.

By Matt Ackermann
NEWS INDUSTRY NEWS SEP 19, 2013
Reaction to Fed news tempered by economic concerns

Surprise announcement on QE includes worries about jobless rate, GDP

By Jeff Benjamin
NEWS LIFE INSURANCE AND ANNUITIES SEP 19, 2013
Should advisers rethink life insurance in same-sex estate plans?

Life insurance was a primary source of estate planning and wealth enhancement for gay couples, but new rulings could force advisers to reevaluate

By Darla Mercado
NEWS RETIREMENT PLANNING SEP 19, 2013
Drastic changes to tax and estate planning for same-sex couples

Advisers should revisit estate-planning techniques now that the Treasury Department and the IRS recognize same-sex marriages for federal tax purposes. How will this impact your clients?

By Darla Mercado
NEWS INDUSTRY NEWS SEP 19, 2013
In a MedCap case, N.J. Supremes say arbitration has limits

An investor in a Medical Capital lawsuit gets a ruling from New Jersey's highest court that he'll be able to pursue action against an adviser and an accounting firm. <i>Plus: <a href=&quot;http://www.investmentnews.com/article/20130808/FREE/130809928&quot;>Ex-stockbroker found guilty of fraud in MedCap sales</a> </i>

By Bruce Kelly
NEWS INDUSTRY NEWS SEP 18, 2013
How the Fed news could impact your wallet

Financial advisers see opportunity for portfolio rebalancing, worry about macro risks

By Jeff Benjamin