Industry News

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NEWS INDUSTRY NEWS JUL 24, 2013
Corporate 529 plans could be new revenue source

Employees like when their employers offer 529 college savings plans but few companies do it even though the plans are not expensive to set up. Is there an opening here for advisers? Liz Skinner has the story.

By Liz Skinner
NEWS INDUSTRY NEWS JUL 24, 2013
Advisers lean toward Yellen for Fed post over Summers

Advisers lean toward Janet Yellen to replace Ben Bernanke as Fed chief over Larry Summers. Here's why.

By Mark Schoeff Jr.
NEWS INDUSTRY NEWS JUL 24, 2013
Congress knocks student loan rates down after brief spike

Bill to tie rates to the market passes both houses and moves on to Obama for signing.

By Gregory Crawford
NEWS INDUSTRY NEWS JUL 24, 2013
Congress knocks student loan rates back down after brief spike

Bill to tie rates to the market passes both houses and moves on to Obama for signing.

By Gregory Crawford
NEWS INDUSTRY NEWS JUL 24, 2013
Think a good adviser is hard to find? You're not alone

State Street survey finds investors want fees tied to performance and transparent advice

By Michael Shagrin
NEWS RIAS JUL 24, 2013
Relationship between Wall Street and independents grows

Big guns making inroads but it's not an easy task as winning trust is key to the holy grail.

By Bruce Kelly
NEWS BROKER DEALERS JUL 24, 2013
So long, Morgan Keegan

Raymond James retires brand ahead of schedule

By AOSTERLAND
NEWS RETIREMENT PLANNING JUL 23, 2013
Decoding Social Security rules for spouses

By Andrew Leigh
NEWS INDUSTRY NEWS JUL 23, 2013
Is it time to remove the punch bowl?

By Sam Stewart
NEWS RETIREMENT PLANNING JUL 23, 2013
Plan sponsors consider small-biz impact

By Darla Mercado
NEWS EMERGING MARKETS JUL 23, 2013
Comparing the Fed's recent action to emerging-markets central banks

By By Paresh J. Upadhyaya
Three things matter to the market
NEWS INDUSTRY NEWS JUL 23, 2013
Three things matter to the market

Fed's stimulus, earnings outlook and the labor picture are driving prices, LPL's Kleintop says.

By Jeffrey Kleintop
NEWS BROKER DEALERS JUL 23, 2013
Interest rate spike boosts fortunes of broker-dealers

Citi analyst upgrades Schwab to buy, boosts price targets for LPL, TD Ameritrade.

By Bruce Kelly
NEWS INDUSTRY NEWS JUL 23, 2013
Pimco's Gross: There will be haircuts

Negative real rates, inflation, currency devaluation, capital controls and outright default are the barber's scissors

By Bill Gross
NEWS WIREHOUSES JUL 23, 2013
BofA chief Moynihan cracking the whip

CEO said to summon managers for revenue push, cross selling progress.

By Gregory Crawford
NEWS INDUSTRY NEWS JUL 22, 2013
The ups and downs of investing in small ETFs

Many best-performing ETFs of 2013 began the year with less than $100 million in assets

By Gregory Crawford
NEWS RETIREMENT PLANNING JUL 22, 2013
Replacement rates fall as women's earnings rise

Mary Beth Franklin on how working women are raising household income but also dramatically skewing Social Security payouts.

By Mary Beth Franklin
NEWS RETIREMENT PLANNING JUL 22, 2013
CBO report on tax incentives could incentivize tax reform foes

Wealthy get biggest bang from retirement savings deal, lower investment taxes.

By Mark Schoeff Jr.
NEWS INDUSTRY NEWS JUL 22, 2013
Higher taxes, yes, but more donating too

Year-end tax deal leads wealthy to seek shelter through charitable giving.

By Darla Mercado
NEWS INDUSTRY NEWS JUL 22, 2013
Going back to the well, Obama seeks more tax revenue from wealthy

Budget proposal includes $580 billion in tax hikes, including an increase in estate taxes.

By Mark Schoeff Jr.