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How to become a Social Security expert
NEWS RETIREMENT PLANNING MAY 12, 2016
How to become a Social Security expert

Training programs available for various levels of experience and interest.

By Mary Beth Franklin
Financial advisers unfazed by a possible Donald Trump presidency
NEWS REGULATION AND LEGISLATION MAY 12, 2016
Financial advisers unfazed by a possible Donald Trump presidency

At the moment, however, many advisers are taking a wait-and-see position.

By John Waggoner
Move over, Puerto Rico. Illinois, New Jersey and other states face municipal bond woes, too
NEWS MUTUAL FUNDS MAY 12, 2016
Move over, Puerto Rico. Illinois, New Jersey and other states face municipal bond woes, too

Those as well as energy-producing states are seeing worsening balance sheets.

By John Waggoner
Obama daughter set for gap year before Harvard, but it's not for everyone
NEWS RETIREMENT PLANNING MAY 12, 2016
Obama daughter set for gap year before Harvard, but it's not for everyone

Financial advisers say taking a year off needs to be structured to pay off.

By Liz Skinner
NEWS PRACTICE MANAGEMENT MAY 12, 2016
College debt is a burden to all

Advisers can help parents and students minimize the amount of debt that will follow them long after graduation day.

By Andrew Leigh
NEWS INDUSTRY NEWS MAY 12, 2016
Feds seek to make it easier to restructure student loan payments

Government to help borrowers better understand their repayment options.

By Liz Skinner
NEWS RETIREMENT PLANNING MAY 11, 2016
Think twice before you co-sign for a loan or credit card

Survey shows that 38% of co-signers had to make payments and 28% ended up damaging their credit scores.

By Bloomberg
Finra targeting mutual fund overcharges in broker-dealer sweep
NEWS MUTUAL FUNDS MAY 11, 2016
Finra targeting mutual fund overcharges in broker-dealer sweep

Regulator is looking into whether firms have a process and supervisory procedures in place to waive fees.

By Greg Iacurci
Daniel Tully, Merrill Lynch ex-CEO torn by the firm's fate, dies at 84
NEWS INDUSTRY NEWS MAY 11, 2016
Daniel Tully, Merrill Lynch ex-CEO torn by the firm's fate, dies at 84

Retired as chairman in 1997 after 42 years at the brokerage

By Bloomberg
NEWS INDUSTRY NEWS MAY 11, 2016
Donald Trump builds lead as top pick for president as field narrows: InvestmentNews poll

Donald Trump is the frontrunner, Clinton is behind and some don't plan on voting.

By Alessandra Malito
NEWS EQUITIES MAY 11, 2016
High-frequency trading has made the stock market better for investors

<i>Breakfast with Benjamin</i> If you're happy with the stock market, you can thank the existence of high-frequency trading.

By Jeff Benjamin
NEWS INDUSTRY NEWS MAY 11, 2016
How a Trump presidency could affect your money

Here's a rundown on how the Republican candidate could affect everything from your purchasing power to your job and investments.

By Bloomberg
Leading Senate critic of DOL fiduciary rule says chamber will try to kill it
NEWS REGULATION AND LEGISLATION MAY 11, 2016
Leading Senate critic of DOL fiduciary rule says chamber will try to kill it

Sen. Johnny Isakson, R-Ga., said the Senate likely will vote on a resolution of disapproval. He also plans to advance a separate bill to halt the regulation. <b><i>(More: <a href="//www.investmentnews.com/article/20160510/BLOG07/160519983/this-insurance-group-likely-to-be-first-to-file-dol-fiduciary-lawsuit&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">This insurance group likely to be first to file DOL fiduciary lawsuit</a>)</i></b>

By Mark Schoeff Jr.
Hillary Clinton more conservative than Donald Trump when it comes to investing
NEWS INDUSTRY NEWS MAY 11, 2016
Hillary Clinton more conservative than Donald Trump when it comes to investing

Vanguard 500 Index Fund is Clinton's top holding, while BlackRock's Obsidian hedge fund is Trump's favorite.

By Bloomberg
<h1>Cerulli finds that financial advisers do better when sticking with in-house products </h1>
NEWS RIAS MAY 11, 2016
<h1>Cerulli finds that financial advisers do better when sticking with in-house products </h1>

Customizing portfolios introduces human frailty and failure.

By Jeff Benjamin
The unofficial science behind 'sell in May' market phenomenom
NEWS MUTUAL FUNDS MAY 11, 2016
The unofficial science behind 'sell in May' market phenomenom

The investment strategy has only outperformed buy and hold 24% of the time since the end of 1990, according to S&amp;P Global.

By John Waggoner
NEWS RETIREMENT PLANNING MAY 11, 2016
Who loses the most sleep over money — men or women?

A new survey delves into what Americans worry about most: saving for retirement, paying for education, paying health-care or insurance bills, making the monthly rent or mortgage or paying credit card debt.

By Bloomberg
Bond funds get a pass in active-management debate
NEWS EQUITIES MAY 11, 2016
Bond funds get a pass in active-management debate

As with equities, passive funds are often the better bet.

By Jeff Benjamin
NEWS IRA ALERT MAY 11, 2016
On death, divorce and retirement

By Ed Slott
Megent Financial heads back to LPL with $450 million of assets
NEWS RIAS MAY 10, 2016
Megent Financial heads back to LPL with $450 million of assets

The hybrid RIA firm collects both commissions and fees for advice provided to union workers and their families.

By Christine Idzelis