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NEWS RETIREMENT PLANNING JAN 06, 2013
'Permanence' of estate taxes helps planners

By AOSTERLAND
NEWS RETIREMENT PLANNING JAN 06, 2013
In a wirehouse first, Merrill offers a nontraded REIT

By Bruce Kelly
NEWS INDUSTRY NEWS JAN 06, 2013
Embrace quality growth in Europe

By MFXFeeder
NEWS RETIREMENT PLANNING JAN 06, 2013
Roth 401(k) switch is a good deal for younger taxpayers sitting on cash

By Darla Mercado
NEWS RIAS JAN 06, 2013
Advisers relieved, but wary of what may lie ahead

By Liz Skinner
NEWS INDUSTRY NEWS JAN 04, 2013
Glove money: A-Rod's ring going on the auction block

Cousin selling 2009 World Series babble; oh yes, $2.3M baseball card on the same bill

By John Goff
NEWS WIREHOUSES JAN 04, 2013
Scandal does lead to adviser attrition — but not right away

Attention media: Connecting today's news to today's defections ignores the logistics of the business

By Danny Sarch
NEWS INDUSTRY NEWS JAN 04, 2013
Managing correlation risk with alternative investments

In 2011, investors continued to struggle with the gap between the historic 10% returns to which they were long accustomed, and the realities of a lower-return, higher-volatility climate. It was a year in which worries over market volatility dominated headlines in the financial press, leaving investors wondering how to adapt their portfolios. But, we believe that to arrive at an effective solution, investors need to start with the right diagnosis.

By Forward Management
NEWS INDUSTRY NEWS JAN 04, 2013
The Takeaway: Lead — yes lead — could shield investors from Treasury yield spike

By Joshua Brown
After Obama win, wealthy scrambling to make tax moves
NEWS RIAS JAN 04, 2013
After Obama win, wealthy scrambling to make tax moves

Many accelerating investment income ahead of expected rate hikes; 'The Fast and the Furious'

By John Goff
NEWS RETIREMENT PLANNING JAN 04, 2013
IRS hikes tax break for LTCI premiums

Small-business owners stand to benefit from deductions

By Darla Mercado
Wall Street's crystal ball on the fritz in 2012
NEWS EQUITIES JAN 03, 2013
Wall Street's crystal ball on the fritz in 2012

Top prognosticators way off the mark last year; 'fear du jour'

By John Goff
Firm run by L.A Dodgers' owner buys big annuity seller
NEWS RETIREMENT PLANNING JAN 03, 2013
Firm run by L.A Dodgers' owner buys big annuity seller

Guggenheim to purchase Sun Life unit; CEO Mark Walter building a giant

By John Goff
Social Security: More on how to collect on your ex
NEWS RETIREMENT PLANNING JAN 03, 2013
Social Security: More on how to collect on your ex

Even a self-professed expert gets it wrong sometimes

By Mary Beth Franklin
NEWS INDUSTRY NEWS JAN 02, 2013
What the tax hit will mean for the economy

The tax package that averted the fiscal cliff will significantly lower the deficit, but at what cost to economic growth?

By David Kelly
NEWS INDUSTRY NEWS JAN 02, 2013
Pru retail brokerage settles charges over mutual fund pricing

Unit to pay nearly $11M to close Finra action; B-D platform allegedly failed to place orders in a timely fashion

By Liz Skinner
NEWS TAX JAN 02, 2013
Buffett: Rate hikes won't deter wealthy investors

By Bloomberg
NEWS INDUSTRY NEWS JAN 01, 2013
The dual registrants ERISA duel

A new white paper from United Planners explores how ERISA reform is changing the game for broker-dealers and their advisers.

By United Planners
NEWS RETIREMENT PLANNING JAN 01, 2013
Investing in Retirement Using a Global Dividend Income Strategy

For clients who are within five years of retirement, investment consultants would be wise to heed that well-known value investor Benjamin Graham, who said that the investor “will do better if he forgets about the stock market and pays attention to his dividend returns and to the operating results of his companies.” We believe that an investment strategy that cultivates a substantial and growing cash flow via dividend and interest income can be an attractive solution for retirees who are trying to balance present income needs with future purchasing power. The combined focus on a rising income stream plus acceptable risk-adjusted total return may help keep retirees on path during difficult markets.consultants are rethinking how to help baby-boomer clients build sustainable retirement plans.

By Thornburg Investments
NEWS RETIREMENT PLANNING JAN 01, 2013
Senate's post-midnight budget deal moves pressure to Boehner

The Senate passed a bipartisan budget deal two hours after income tax cuts expired, reaching an after-deadline agreement to undo the potential economic harm of $600 billion in tax increases and spending cuts.

By FGabriel