Industry News

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NEWS RETIREMENT PLANNING JUL 11, 2013
Don't let your clients leave Social Security benefits on the table

Lump sum payment can mitigate sting of a late claim.

By Mary Beth Franklin
NEWS RETIREMENT PLANNING JUL 11, 2013
Mary Beth Franklin: The question Social Security calculators can't answer

Life expectancy -- and life expectations -- crucial when devising claiming strategies

By Mary Beth Franklin
NEWS RETIREMENT PLANNING JUL 11, 2013
The most misunderstood Social Security rule

Mary Beth Franklin uncovers the most misunderstood Social Security rule. It has to do with when a spouse can and should claim retirement bennies.

By Mary Beth Franklin
NEWS INDUSTRY NEWS JUL 11, 2013
Bob Doll: Onward and upward for the market

Cyclical and emerging strength may be pointing to better growth, he says

By By Bob Doll
NEWS RIAS JUL 10, 2013
Geller hires Harris myCFO chief executive Calabrese

CEO plans to expand advisory platform.

By Trevor Hunnicutt
NEWS INDUSTRY NEWS JUL 10, 2013
Gold a buy but must prove mettle

By Jeff Benjamin
NEWS INDUSTRY NEWS JUL 10, 2013
Don't look now, but gold bulls emerge after rout

European debt crisis, rising jewelry demand boosts sentiment for the metal.

By Gregory Crawford
NEWS RIAS JUL 10, 2013
United Capital acquisition breaks up Atlanta RIA

United Capital Financial Advisers LLC is acquiring PPA Investments Inc. and signing on four advisers from the Atlanta-based registered investment adviser.

By AOSTERLAND
NEWS RIAS JUL 10, 2013
Fidelity unit in pact to open cash spigot for RIAs

Agreement with Live Oak to help clients finance mergers and acquisitions.

By DJAMIESON
NEWS WIREHOUSES JUL 10, 2013
Finding fees: UBS charging for financial plans

Bank's raised $3M in revenue so far this year off levy

By Gregory Crawford
NEWS WIREHOUSES JUL 10, 2013
Training on the back burner

Industry growth requires a renewed commitment to investing in the next generation

By AOSTERLAND
NEWS INDUSTRY NEWS JUL 09, 2013
Threat of tax cap freaking out muni market

But gridlock in Washington may save the day, say industry watchers

By Jeff Benjamin
NEWS INDUSTRY NEWS JUL 09, 2013
15 transformational events: American Funds out, Vanguard in

By Jason Kephart
NEWS INDUSTRY NEWS JUL 09, 2013
15 transformational advisers: Michael Kitces

By Jason Kephart
NEWS INDUSTRY NEWS JUL 09, 2013
Four contrarian opportunities for equity investors

Investec strategist Max King looks at Japan, emerging markets, cyclicals and small stocks

By By Max King
NEWS RIAS JUL 08, 2013
Finra bails on plan to supervise reps' outside businesses

In a move that will likely be cheered by reps, Finra has backed off a controversial plan to supervise brokers' outside businesses.

By DJAMIESON
NEWS BROKER DEALERS JUL 08, 2013
Finra gets OK to share more info about reps' disciplinary records

Finra has gotten the go-ahead to issue a monthly letter divulging complaints against reps. Not surprisingly, this doesn't sit well with some brokers.

By Mark Schoeff Jr.
NEWS RETIREMENT PLANNING JUL 07, 2013
Not your father's retirement: Baby Boomers can't relax yet, study finds

Different economic backdrop means longer work, more savings, less spending than parents.

By Michael Shagrin
NEWS RIAS JUL 07, 2013
United Capital does another deal

Buys majority of assets from c5 Wealth Management

By Michael Shagrin
NEWS RETIREMENT PLANNING JUL 07, 2013
Mary Beth Franklin: No mulligan after claiming spousal benefits early

But sometimes it's smart for one spouse to file before reaching 66

By Mary Beth Franklin