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NEWS MUTUAL FUNDS OCT 19, 2016
Investors poured $23 billion into taxable bond funds in September: Morningstar

Vanguard and BlackRock get biggest inflows.

By John Waggoner
NEWS PRACTICE MANAGEMENT OCT 19, 2016
Morgan Stanley may not follow Merrill Lynch's lead to ban IRA commissions

The firm will announce details of its strategy to comply with the DOL fiduciary rule in the next two weeks. <b><i>(More: <a href=&quot;http://www.investmentnews.com/section/fiduciary-focus&quot; target=&quot;_blank&quot;>The most up-to-date information on the DOL fiduciary rule</a>)</i></b>

By Christine Idzelis
Twitter reacts to Trump adviser Anthony Scaramucci's promise to kill DOL fiduciary rule
NEWS REGULATION AND LEGISLATION OCT 19, 2016
Twitter reacts to Trump adviser Anthony Scaramucci's promise to kill DOL fiduciary rule

Skybridge Capital executive's outspoken comments &amp;mdash; including a comparison to the 1857 Dred Scott decision &amp;mdash; sparked a debate on social media.

By InvestmentNews Staff
NEWS RETIREMENT PLANNING OCT 19, 2016
Stars aligning for use of annuities in 401(k) plans

Many plans don't offer annuities, and those that do see little participant uptake, but more regulatory clarity, better products and heightened interest will likely lead to greater prevalence.

By Blaine F. Aikin
NEWS OPINION OCT 19, 2016
5 tips for winning debates with your clients

Advisers can improve client outcomes and make their own lives easier by practicing one or two new techniques.

By Kol Chu Birke
Trump adviser Anthony Scaramucci promises to 'repeal' DOL fiduciary rule
NEWS REGULATION AND LEGISLATION OCT 19, 2016
Trump adviser Anthony Scaramucci promises to 'repeal' DOL fiduciary rule

The Skybridge Capital executive says the regulation diverts too much capital into low-cost passive funds, and he compares it to the 1857 Dred Scott decision. <b><i>(More: <a href=&quot;http://www.investmentnews.com/article/20160925/FREE/160929970/hillary-clinton-vs-donald-trump-who-are-you-voting-against&quot; target=&quot;_blank&quot;>Hillary Clinton vs. Donald Trump: Who are you voting against?</a>)</b></i>

By Mark Schoeff Jr.
NEWS RIAS OCT 19, 2016
Institute for Fiduciary Standard begins program to hold advisers publicly accountable

The best practices program will require advisers to charge reasonable fees and disclose them.

By Christine Idzelis
Why Pershing is cherry-picking the robo-advisers it offers its clients
NEWS RIAS OCT 19, 2016
Why Pershing is cherry-picking the robo-advisers it offers its clients

The custodian and clearing firm is quietly building an offering of digital advice integrations it offers its clients.

By Alessandra Malito
NEWS RETIREMENT PLANNING OCT 18, 2016
Divorce might be the worst financial plan of all

Plus: Congress paves the road to becoming filthy rich, NextShares gains traction, and banking on a Clinton victory

By Jeff Benjamin
InvestmentNews names the financial advice industry's 2016 “Best Practices”
NEWS INDUSTRY NEWS OCT 18, 2016
InvestmentNews names the financial advice industry's 2016 “Best Practices”

Fourth annual awards program recognizes firms for excellence in practice management, financial performance.

By lkonish
Social Security cost-of-living adjustment to get 0.3% increase in 2017
NEWS RETIREMENT PLANNING OCT 18, 2016
Social Security cost-of-living adjustment to get 0.3% increase in 2017

This is the fourth consecutive year of COLAs falling below 2%.

By Grete Suarez
How to coordinate Social Security disability and retirement benefits
NEWS RETIREMENT PLANNING OCT 18, 2016
How to coordinate Social Security disability and retirement benefits

Spouses can claim benefits when mate collects disability.

By Mary Beth Franklin
NEWS FINTECH OCT 18, 2016
Fidelity's robo for financial advisers will give clients eMoney tools

Planning centric digital advice solution part of new Fidelity platform for advisers.

By Liz Skinner
Coordinating Social Security disability and retirement benefits
NEWS RETIREMENT PLANNING OCT 18, 2016
Coordinating Social Security disability and retirement benefits

Spouses can claim benefits when mate collects disability.

By Mary Beth Franklin
Former UBS broker barred for inflating customer account value, Finra says
NEWS PRACTICE MANAGEMENT OCT 18, 2016
Former UBS broker barred for inflating customer account value, Finra says

Jeffrey Howell allegedly overvalued a UBS customer's account by as much as $3 million.

By Christine Idzelis
Finra bars former broker for lifting $400,000 from parents' accounts
NEWS INDUSTRY NEWS OCT 18, 2016
Finra bars former broker for lifting $400,000 from parents' accounts

Accused of forging parents' names on withdrawal request forms, intercepting checks and then spending money without their permission.

By Bruce Kelly
Social Security cost-of-living adjustment expected to be lowest ever
NEWS RETIREMENT PLANNING OCT 18, 2016
Social Security cost-of-living adjustment expected to be lowest ever

Small increase will create a Medicare nightmare as premium hikes will vary.

By Mary Beth Franklin
Schwab cuts ETF fees again, as expense war with rivals BlackRock, Fidelity and Vanguard heats up
NEWS ETFS OCT 18, 2016
Schwab cuts ETF fees again, as expense war with rivals BlackRock, Fidelity and Vanguard heats up

By John Waggoner
NEWS INDUSTRY NEWS OCT 18, 2016
Gold prices send a scary message to the markets

Plus: Wells Fargo hits NYC pension plan, more problems with Obamacare, and Yahoo's email hack should be a wake-up call

By Jeff Benjamin
Small Social Security cost-of-living adjustment likely for 2017
NEWS RETIREMENT PLANNING OCT 18, 2016
Small Social Security cost-of-living adjustment likely for 2017

But increase would be seven times higher if pegged to Consumer Price Index for the elderly.

By Mary Beth Franklin