Industry News

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NEWS RETIREMENT PLANNING NOV 30, 2012
Pension advocacy group calls for temporary halt to lump-sum buyouts

Over the last few months, several large companies, let by auto giants Ford and GM, announced plans to spin off their traditional pension plans by transferring their liabilities to an insurance company or offering lump-sum payouts to retirees and certain former workers. Verizon was the latest corporation to hop on the de-risking bandwagon, prompting calls from a leading pension advocacy group to halt such actions until Congress can review the impact on workers and retirees

By Mary Beth Franklin
Good Friday for Gundlach as police recover stolen art
NEWS INDUSTRY NEWS NOV 30, 2012
Good Friday for Gundlach as police recover stolen art

In a twist that will cheer art aficionados -- and Jeffrey Gundlach -- police recovered all the paintings stolen from the bond king's home earlier in the month. The value of the DoubleLIne boss' remarkable collection? About $10 million. | <a href=http://www.investmentnews.com/gallery/20120927/FREE/927009999/PH>View the paintings</a> &amp;raquo;

By John Goff
Another high-profile exit from MSSB
NEWS WIREHOUSES NOV 30, 2012
Another high-profile exit from MSSB

Another high-profile defection from MSSB as a $600M team jumps to HighTower

By DJAMIESON
NEWS RETIREMENT PLANNING NOV 29, 2012
Ex-wives not X'd out of Social Security survivor benefits

Still subject to age and earnings cap limits; other restrictions may apply

By Mary Beth Franklin
Boutique lands two veteran teams from Merrill
NEWS RIAS NOV 29, 2012
Boutique lands two veteran teams from Merrill

A boutique hybrid firm snags a pair of veteran adviser teams from Merrill Lynch.

By AOSTERLAND
Finra to consider new disclosure rule
NEWS BROKER DEALERS NOV 29, 2012
Finra to consider new disclosure rule

Finra eyes requiring the disclosure of recruiting incentives to clients | <b>Sarch:</b> <a href=http://www.investmentnews.com/article/20121129/BLOG01/121129937>Transparency for bonuses? Bring it on! &amp;raquo;</a>

By DJAMIESON
Merrill growing the herd with training program
NEWS WIREHOUSES NOV 29, 2012
Merrill growing the herd with training program

Revamped structure already seen paying off; 'core to our strategy'

By AOSTERLAND
Seeking fee boost, MetLife to run money for big investors
NEWS RETIREMENT PLANNING NOV 29, 2012
Seeking fee boost, MetLife to run money for big investors

Insurer to pull back from cash-heavy products like variable annuities

By Gregory Crawford
NEWS RETIREMENT PLANNING NOV 28, 2012
Remodeling as retirement planning

'Aging in place' is growing trend as retirees prefer to stay put.

By Gregory Crawford
NEWS RIAS NOV 28, 2012
Top adviser Q&A: Zachary Abraham

By Paul Menchaca
NEWS RIAS NOV 28, 2012
Can performance evaluations in the workplace really be painless?

Cutting-edge firms are adopting three primary perspectives that transform organizations into firms where employees look forward to the annual feedback ritual, leading to enhanced individual and firm performance.

By Marnie E. Green
Jeremy Grantham offers most-depressing forecast ever
NEWS INDUSTRY NEWS NOV 28, 2012
Jeremy Grantham offers most-depressing forecast ever

In his latest prediction, legendary strategist Jeremy Grantham offers what may be the most-depressing economic forecast ever. Happy Thanksgiving!

By DJAMIESON
IRS eases retirement loan procedures for Sandy victims
NEWS RIAS NOV 28, 2012
IRS eases retirement loan procedures for Sandy victims

People affected by Hurricane Sandy, or their close relatives, can tap qualified retirement plans without having to follow certain procedures for hardship withdrawals, the Internal Revenue Service said.

By Liz Skinner
Evercore Wealth snags Mt. Eden in West Coast expansion
NEWS RIAS NOV 28, 2012
Evercore Wealth snags Mt. Eden in West Coast expansion

Latest RIA deal as managers look to beat capital gains hike

By Bruce Kelly
No fear factor as Roth IRA investors embrace risk
NEWS RETIREMENT PLANNING NOV 28, 2012
No fear factor as Roth IRA investors embrace risk

Sitting on far greater percentage of stocks than traditional IRA holders

By Darla Mercado
NEWS RETIREMENT PLANNING NOV 28, 2012
A better retirement withdrawal strategy — from the tax man

By Darla Mercado
NEWS INDUSTRY NEWS NOV 27, 2012
How future GDP could drop to 1% annual growth

GMO's Jeremy Grantham recently wrote that 3% annual GDP growth is history. Now a new commentary from Research Affiliates offers another sobering forecast about future growth in the U.S.

By Bloomberg
NEWS EQUITIES NOV 26, 2012
Bob Doll: What could derail bull market run

By Bob Doll
No time to waste in making tax moves, experts say
NEWS RIAS NOV 26, 2012
No time to waste in making tax moves, experts say

Sell stock shares, reinvest in munis and other tax-advantaged vehicles; 'sooner rather than later'

By Liz Skinner
NEWS INDUSTRY NEWS NOV 25, 2012
Dividends make a difference

This white paper from RidgeWorth Investments argues why dividend-paying stock funds will continue to garner fund flows as investors look for solutions to navigate the current market challenges and position themselves for a steadier path to long-term growth.

By RidgeWorth Investments