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Top questions about new Social Security claiming rules
NEWS RETIREMENT PLANNING NOV 27, 2015
Top questions about new Social Security claiming rules

Mary Beth Franklin's virtual mailbag is bursting at the seams with questions from <i>InvestmentNews</i> readers about how new regulation will affect Social Security claiming strategies for current and future retirees. Here she offers some answers.

By Mary Beth Franklin
NEWS FINTECH NOV 25, 2015
Banks want to cash in on robo movement

By Alessandra Malito
NEWS RETIREMENT PLANNING NOV 25, 2015
How easy is it to get student loans forgiven?

Graduates who take on low-paying public sector jobs can get help from the federal government, but qualifying for the program isn't always easy.

By Bloomberg
Battle rages over Credit Suisse brokers after Wells Fargo recruitment deal
NEWS PRACTICE MANAGEMENT NOV 25, 2015
Battle rages over Credit Suisse brokers after Wells Fargo recruitment deal

Wells executive says 'feeding frenzy' taking place over some high-end producers.

By Bloomberg
Robert McCann named UBS Americas' new chairman
NEWS PRACTICE MANAGEMENT NOV 25, 2015
Robert McCann named UBS Americas' new chairman

Exec will become chairman of UBS Americas, focusing on clients and strategic priorities. Tom Naratil, the group CFO and COO, will become president of UBS Wealth Management Americas and UBS Americas.

By Bruce Kelly
Sallie Krawcheck dishes on being downsized
NEWS EQUITIES NOV 24, 2015
Sallie Krawcheck dishes on being downsized

<i>Breakfast with Benjamin</i>: Citing the rapidly-changing economy, the former Citigroup and Bank of America exec says job insecurity in finance will likely increase.

By Jeff Benjamin
NEWS RETIREMENT PLANNING NOV 24, 2015
Financial security begins with workplace benefits

Employees need to pay attention to what's being offered and engage with the resources that are provided.

By Ray Marra
NEWS RETIREMENT PLANNING NOV 24, 2015
Here's where your college degree is worth the most

In countries where education is most accessible, your degree is the likely to give you less of a leg up.

By Bloomberg
CalPERs paid $3.4B in private equity fees since 1990; earned $24.4B in net gains
NEWS RETIREMENT PLANNING NOV 24, 2015
CalPERs paid $3.4B in private equity fees since 1990; earned $24.4B in net gains

Lack of data has been a flashpoint for a national debate over the amount of fees paid to private equity managers, given the risks and illiquidity.

By Randy Diamond
NEWS PRACTICE MANAGEMENT NOV 23, 2015
DOL's fiduciary exemption is not a workable option for advisers

Too complex and cumbersome, provision would exclude investments such as alternatives from list of options.

By Dale Brown
Schorsch partner William Kahane resigns as director of two AR Capital REITs
NEWS BROKER DEALERS NOV 23, 2015
Schorsch partner William Kahane resigns as director of two AR Capital REITs

William Kahane, one of the co-founders of Nicholas Schorsch's AR Capital, resigns as a director from two real estate investment trusts.

By Bruce Kelly
NEWS EQUITIES NOV 23, 2015
SEC taking deep dive into role of ETFs in Aug. 24 market drop

<i>Breakfast with Benjamin:</i> SEC chairwoman Mary Jo White says the agency is taking a hard look at ETFs' role on Aug. 24, when stocks dropped like a rock, and the agency's trading rules are part of the scrutiny.

By Jeff Benjamin
NEWS RETIREMENT PLANNING NOV 23, 2015
Stretching your budget to fit your mortgage might not be a bad thing

Trulia's latest report reveals which cities may be most worth the risk when it comes to purchasing real estate.

By Bloomberg
NEWS RETIREMENT PLANNING NOV 23, 2015
Social Security changes sting women retirees

New rules limiting Social Security strategies in 2016 and beyond could make it more difficult for many women to maximize their benefits.

By Mary Beth Franklin
NEWS ETFS NOV 23, 2015
Blending Mars, Venus can energize a fund

Appears that mixed-gender portfolio management teams tend to generate better performance

By Jeff Benjamin
AR Capital to stop creating new nontraded REITs, close existing programs to new investors
NEWS ALTERNATIVES NOV 23, 2015
AR Capital to stop creating new nontraded REITs, close existing programs to new investors

In a major reversal, the powerhouse nontraded REIT sponsor built by Nicholas Schorsch is exiting the business of creating and selling new alternative investment products and will stop taking new investor money for existing programs.

By Bruce Kelly
Four questions hybrid advisers should ask their asset management platform
NEWS PRACTICE MANAGEMENT NOV 22, 2015
Four questions hybrid advisers should ask their asset management platform

As seismic shifts continue to roil the TAMP world, now is a good time to reevaluate and make sure you're getting all you can or should.

By Michael C. Bryan
How ETFs can help mitigate the impact of market bubbles
NEWS EQUITIES NOV 20, 2015
How ETFs can help mitigate the impact of market bubbles

Emphasizing defense and true diversification in ETF choices can provide protection.

By James Norman
NEWS FIXED INCOME NOV 20, 2015
Bond ETFs can help clients navigate rising rates

Three ways advisers can utilize bond ETFs to ride out whatever waves the Fed's long-deferred action might kick up.

By Matthew Tucker
NEWS IRA ALERT NOV 20, 2015
How to avoid year-end RMD errors

An expert's list of common mistakes advisers make when helping clients take required distributions

By Ed Slott