Industry News

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NEWS EQUITIES JAN 28, 2016
Charles Schwab's Liz Ann Sonders sticks to her bullish tone

<i>Breakfast with Benjamin</i> Liz Ann Sonders' reason to remain bullish: The economy not being as bad as many believe.

By Jeff Benjamin
Gov. Christie signs bill to create retirement plan marketplace for small businesses
NEWS RETIREMENT PLANNING JAN 28, 2016
Gov. Christie signs bill to create retirement plan marketplace for small businesses

Gov. Chris Christie signed a bill to create a retirement plan marketplace for New Jersey businesses with fewer than 100 employees.

By Pensions&amp;Investments
Test your knowledge about upcoming Social Security changes
NEWS RETIREMENT PLANNING JAN 28, 2016
Test your knowledge about upcoming Social Security changes

A new online quiz is tougher than it looks.

By Mary Beth Franklin
Rebound in global equities sputters in the U.S. as crude slips, bonds rise
NEWS EQUITIES JAN 28, 2016
Rebound in global equities sputters in the U.S. as crude slips, bonds rise

American equities struggle to hold gain amid global share rise

By Bloomberg
NEWS FINTECH JAN 28, 2016
Which robos got off to the fastest start in 2016?

By Alessandra Malito
NEWS ALTERNATIVES JAN 28, 2016
Hillary Clinton ups the ante with new plans to tax the rich

<i>Breakfast with Benjamin</i> The presidential hopeful's new &#8220;Fair Share Surcharge&#8221; to tax the wealthiest Americans would raise $150 billion over 10 years.

By Jeff Benjamin
How to prevent clients from making a classic behavioral investing mistake
NEWS PRACTICE MANAGEMENT JAN 28, 2016
How to prevent clients from making a classic behavioral investing mistake

Advisers should help clients forget about everyone else and realize &quot;only your goal matters&quot;

By crichards
NEWS FIXED INCOME JAN 28, 2016
The Fed, Wall Street differ on rate path

The Federal Reserve is indicating that it will raise interest rates four more times before the end of 2016, but traders in the financial markets don't believe it.

By Bloomberg
NEWS RIAS JAN 27, 2016
Aspiriant takes over second California RIA in 90 days

The $9B firm is looking to spread its wings even further in Los Angeles, a city its CEO, Rob Francais, says has relatively few independent advisers given its size.

By Liz Skinner
NEWS EQUITIES JAN 27, 2016
Putting negative interest rates in perspective

<i>Breakfast with Benjamin</i> Even if they have to resort to negative interest rates, central banks never really run out of ammo.

By Jeff Benjamin
NEWS EQUITIES JAN 27, 2016
Short sellers are licking their chops in this market

<i>Breakfast with Benjamin</i> Short sellers are staking their claims on the downside of the market, as short interest in the S&amp;P 1500 reaches its highest level in three years.

By Jeff Benjamin
NEWS RETIREMENT PLANNING JAN 27, 2016
The case for looking away from your 401(k) when stocks tumble

The rule of thumb for retirement plans during market volatility is, in fact, to do nothing.

By Bloomberg
Stock market fall raises new questions about the Fed's monetary policy
NEWS EQUITIES JAN 27, 2016
Stock market fall raises new questions about the Fed's monetary policy

Four rate hikes this year now looks unlikely.

By Jeff Benjamin
Adviser's Consultant: Building an in-house residency program to grow next gen advisers
NEWS PRACTICE MANAGEMENT JAN 27, 2016
Adviser's Consultant: Building an in-house residency program to grow next gen advisers

Borrowing a practice from the medical profession, Cornerstone Wealth Advisors hires young advisers for three-to-four year stints, bridging the gap between education and experience.

By Liz Skinner
6 adviser technology resolutions for a more organized 2016
NEWS FINTECH JAN 27, 2016
6 adviser technology resolutions for a more organized 2016

This adviser takes a risk by publishing their technology goals for the new year

By Sheryl Rowling
New 401(k) suit targets Vanguard fund fees
NEWS RETIREMENT PLANNING JAN 27, 2016
New 401(k) suit targets Vanguard fund fees

Advisers should consider whether collective trust funds and separate accounts offer lower expenses than their mutual fund counterparts.

By Greg Iacurci
NEWS RIAS JAN 26, 2016
Lightyear Capital-backed Wealth Enhancement agrees to buy RIA firm HHG & Co.

Lightyear Capital-backed Wealth Enhancement agrees to buy HHG &amp; Co., a Connecticut RIA that manages more than $1 billion.

By Christine Idzelis
NEWS EQUITIES JAN 26, 2016
U.S. stocks slip as as industrials pare gains

The MSCI All-Country World Index's drop from a May record passed 19%, edging toward bear market territory.

By Bloomberg
NEWS EQUITIES JAN 26, 2016
U.S. stocks close flat amid rout in crude

U.S. stocks staged an afternoon rally to finish little changed, shrugging off a renewed rout in crude sparked by concern that China's economy is slowing.

By Bloomberg
U.S. stocks close with biggest one-day gain in four months
NEWS EQUITIES JAN 26, 2016
U.S. stocks close with biggest one-day gain in four months

Markets rallied around the world on the Bank of Japan's surprise move.

By Bloomberg