Plus: BlackRock applies more low-fee pressure, the fallout from the falling pound, and don't work where you don't belong
Should you claim Social Security now to avoid a Medicare premium hike?
The acquisition will expand the firm's ability to sell financial products through Jefferson National's network of 4,000 RIAs.
Shift from focusing on investment returns to talking to clients about their goals.
Some fund share classes could be on the way out, according to a new report from S&P Global Market Intelligence.
Plus: DOL rule puts advisers between clients and target-date funds, big dividend yields for those with a strong stomach, and companies lean toward auto-IRAs
Companies that raise dividends regularly often fare well when interest rates rise.
Advisers let their true feelings come out in a conversation on Twitter during the first presidential debate Monday. Which candidate do you think won the battle?
Firms that don't invest in tools to improve the client experience, such as those that allow for frequent interactions with the adviser, will lose out.
Michael Dechiario, Thomas Charmley, Thomas Soden, Dean Vetsikas and Stacey Robinson joined the firm Monday.
The 13-person team felt they would have more flexibility outside the Morgan framework.
Brian Latz, John Cicillini and Kenneth Cariota joined their new firm Sept. 1.
Plus: The next stock market move, the dividend buzz, and being a leader no matter what.
Brad Weinman joins office in West Palm Beach, Fla., where he'll serve high-net-worth clients.
Remind clients that FAFSAs for the 2017-18 school year are out three months earlier this year, and now allow reporting prior-prior year income data, or 2015.
Clinton-Trump could be the biggest match-up since Frazier-Ali. <b>(More: <a href="//www.investmentnews.com/article/20160925/FREE/160929970/hillary-clinton-vs-donald-trump-who-are-you-voting-against"" target=""_blank"" rel="noopener noreferrer">What advisers say about the candidates</a>)</b> and follow us on Twitter via <b>#INDebate16</b> for live debate feedback from <i>InvestmentNews</i> and advisers.
B-Ds and other annuity distributors are asking insurers for product specifications with an eye toward compliance with the new regulation.
