Industry News

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NEWS PRACTICE MANAGEMENT OCT 07, 2012
Kashkari: U.S. economy still in a bubble

By Jeff Benjamin
More wirehouse reps looking to leave home
NEWS BROKER DEALERS OCT 05, 2012
More wirehouse reps looking to leave home

New research shows that more wirehouse reps are looking to leave home. What's more, half are considering exiting the channel entirely. | <a href=http://www.investmentnews.com/gallery/20121005/FREE/100509999/PH>The B-Ds that rate highest with potential breakaways</a> &amp;raquo;

By AOSTERLAND
HighTower lowers the gate for breakaways
NEWS BROKER DEALERS OCT 05, 2012
HighTower lowers the gate for breakaways

Aggregator announces two new services that provide more autonomy to indie wannabes; 'brilliant move'

By AOSTERLAND
NEWS RIAS OCT 05, 2012
Small firms won't survive — they'll thrive: Fidelity's Oros

Company's relationship management boss sees big opportunity for minnows

By DJAMIESON
Schwab nabs dividend growth manager for $85 million
NEWS INDUSTRY NEWS OCT 04, 2012
Schwab nabs dividend growth manager for $85 million

Deal to help expand firm's managed account offerings as traditional commission biz stays soft

By DJAMIESON
Romney tax plan could gut middle-class deductions
NEWS RIAS OCT 04, 2012
Romney tax plan could gut middle-class deductions

Homeowners in high-tax states likely to be snared by $17K cap; 'another layer of complexity'

By John Goff
BofA sets sale of Merrill's New Jersey campus
NEWS WIREHOUSES OCT 04, 2012
BofA sets sale of Merrill's New Jersey campus

By AOSTERLAND
Don't jump off the fiscal cliff, says tax expert
NEWS RIAS OCT 04, 2012
Don't jump off the fiscal cliff, says tax expert

By Mark Schoeff Jr.
Tax hit from fiscal cliff a real doozie
NEWS RETIREMENT PLANNING OCT 04, 2012
Tax hit from fiscal cliff a real doozie

Think tank projects tax hike of $3,500 per household

By Mary Beth Franklin
Can you dig it? 'I Dig It' trust a key to Mitt Romney's 14% tax rate
NEWS RIAS OCT 04, 2012
Can you dig it? 'I Dig It' trust a key to Mitt Romney's 14% tax rate

Mitt Romney used a little-discussed estate planning tool to shovel $100M to his heirs tax free &#8212; and lower what he paid to the IRS. Here's how it works.

By John Goff
NEWS RETIREMENT PLANNING OCT 04, 2012
Will pension plans stage a comeback?

A looming retirement crisis prompts a rethink about DB and DC models

By Mary Beth Franklin
NEWS RETIREMENT PLANNING OCT 03, 2012
Advisers can help with Medicare

By MFXFeeder
NEWS INDUSTRY NEWS OCT 03, 2012
Best advice to clients: Stay healthy

By Liz Skinner
Allianz Life to raise roll-up rates on VA rider
NEWS RETIREMENT PLANNING OCT 02, 2012
Allianz Life to raise roll-up rates on VA rider

By Darla Mercado
NEWS MUTUAL FUNDS OCT 02, 2012
Vanguard shrugs off iShares fee cuts

By JKEPHART
Surprise! Big insurer launches new VA
NEWS RETIREMENT PLANNING OCT 02, 2012
Surprise! Big insurer launches new VA

New York Life going where other carriers fear to tread; risk management key

By Darla Mercado
NEWS RETIREMENT PLANNING OCT 02, 2012
Adviser opening: Covering retirees

By Darla Mercado
Fed sets sail on QE3 with $40 Billion in MBS purchases a month
NEWS INDUSTRY NEWS OCT 02, 2012
Fed sets sail on QE3 with $40 Billion in MBS purchases a month

The Federal Reserve said it will expand its holdings of long-term securities with open-ended purchases of $40 billion of mortgage debt a month in a third round of quantitative easing as it seeks to boost growth and reduce unemployment.

By Paul Menchaca
LPL looks to goose VA sales
NEWS RETIREMENT PLANNING OCT 02, 2012
LPL looks to goose VA sales

Creates new tools to help advisers better explain variable annuities to clients; many B-Ds seeing falloff in business

By Darla Mercado
LPL 'a couple of cylinders off' in 2Q
NEWS BROKER DEALERS OCT 02, 2012
LPL 'a couple of cylinders off' in 2Q

LPL announced its results for the second quarter. The message? Mixed.

By Bruce Kelly