Industry News

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NEWS FIXED INCOME FEB 18, 2016
Junk-bond liquidity is nearing a tipping point

<i>Breakfast with Benjamin</i> In case you've forgotten, the junk-bond market is still in shambles.

By Jeff Benjamin
NEWS PRACTICE MANAGEMENT FEB 18, 2016
Behavioral finance: Finance for normal people

By Bloomberg
Dislocations give alt funds a chance to shine
NEWS EQUITIES FEB 18, 2016
Dislocations give alt funds a chance to shine

Dislocation among sectors, industries and securities, creates the perfect environment for alternative strategies.

By Jeff Benjamin
Poll: Why advisers vote for Donald Trump
NEWS INDUSTRY NEWS FEB 18, 2016
Poll: Why advisers vote for Donald Trump

In an <i>InvestmentNews</i> infographic, see why advisers pick Trump over Clinton, or Sanders over Rubio or Cruz.

By Ellie Zhu
NEWS ALTERNATIVES FEB 18, 2016
Tumultuous stock market puts spotlight on liquid alternative mutual funds

How are these funds performing? At first blush, not that badly

By John Waggoner
Putting ETF liquidity concerns in perspective
NEWS EQUITIES FEB 18, 2016
Putting ETF liquidity concerns in perspective

<i>Breakfast with Benjamin</i> The lessons that were learned from the August 24th flash crash.

By Jeff Benjamin
Recent class-action surge ups the ante for 401(k) advice
NEWS RETIREMENT PLANNING FEB 18, 2016
Recent class-action surge ups the ante for 401(k) advice

Retirement plan advisers should make sure they have their bases covered to prevent litigation for fiduciary breaches.

By Blaine F. Aikin
NEWS INDUSTRY NEWS FEB 18, 2016
The rise of Trump, and what it means for markets and advisers

Love him or hate him, we have to give serious thought to the 'what if' scenario in which Donald Trump becomes the GOP nominee.

By Bloomberg
The largest variable annuity providers
NEWS LIFE INSURANCE AND ANNUITIES FEB 17, 2016
The largest variable annuity providers

By Mark Bruno
Some funds are just plain contrary
NEWS MUTUAL FUNDS FEB 17, 2016
Some funds are just plain contrary

You may think you're a contrarian &amp;mdash; a fearless thinker who goes against the herd on the Street. But it's much harder being one than you might think. At least, that's the message from the few stock funds that carry the word &#8220;contrarian&#8221; in their names.

By John Waggoner
Social Security Administration releases details of rule on new spousal benefits claiming strategy
NEWS RETIREMENT PLANNING FEB 17, 2016
Social Security Administration releases details of rule on new spousal benefits claiming strategy

But the Social Security Administration still has no guidelines for file-and-suspend deadlines.

By Mary Beth Franklin
New rules for indexed universal life insurance underscore due diligence concerns
NEWS LIFE INSURANCE AND ANNUITIES FEB 17, 2016
New rules for indexed universal life insurance underscore due diligence concerns

Actuarial Guideline 49, the second phase of which goes into effect next month, highlights how advisers can't rely on illustrations when assessing the strength of a policy.

By Greg Iacurci
NEWS RIAS FEB 17, 2016
For some advisers, money not motivating factor to go independent

Advisers choosing models with the most support forgo up to 25% of profits.

By Liz Skinner
Help clients stomach scary market headlines, or pay the price
NEWS PRACTICE MANAGEMENT FEB 17, 2016
Help clients stomach scary market headlines, or pay the price

Arm investors with information to evaluate analysts and benefit from volatility.

By Liz Skinner
How retirement coaching can add value to your practice
NEWS OPINION FEB 17, 2016
How retirement coaching can add value to your practice

Offering this coaching is one way advisers show they care not only about clients' financial success, but also about their health and well-being.

By Steve Sanduski
NEWS EQUITIES FEB 16, 2016
Fed minutes, oil drive stocks higher

<i>Breakfast with Benjamin</i> Renewed strength for oil and some candid comments from the Fed stoke the biggest three-day gain since August.

By Jeff Benjamin
Stocks rally with oil as risk assets rebound
NEWS INDUSTRY NEWS FEB 16, 2016
Stocks rally with oil as risk assets rebound

Stocks rallied as investors piled into risk assets, sending emerging-market currencies and shares higher after a weakening yuan triggered losses in Asian markets. Crude rose to above $30 a barrel.

By Bloomberg
Wells Fargo sees U.S. election year hurting equities
NEWS RIAS FEB 16, 2016
Wells Fargo sees U.S. election year hurting equities

Investors should brace for a tough year in U.S. equities as a presidential race dominated by political outsiders will only compound market anxiety over slumping oil and a slowing global economy, according to Wells Fargo &amp; Co.

By Christine Idzelis
Bank stocks bounce hard
NEWS MUTUAL FUNDS FEB 16, 2016
Bank stocks bounce hard

Financial stocks were the one of the hottest areas in late 2015, and most advisers believed the trend would carry well into the new year. So what went wrong this year?

By John Waggoner
NEWS RIAS FEB 16, 2016
4 adviser recruiting predictions for the year ahead

What the state of adviser recruiting might look like in 2016, from the wirehouses to the independent space

By DSARCH