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NEWS RETIREMENT PLANNING AUG 17, 2015
Eight ways to get your retirement finances in shape now

Here's how you can create a Plan B to relying on Social Security.

By Bloomberg
Bill Gross tweaks 'shorts of a lifetime' — causing Janus fund to rise
NEWS EQUITIES AUG 17, 2015
Bill Gross tweaks 'shorts of a lifetime' — causing Janus fund to rise

China's Shenzhen Composite Index, having more than doubled in 2015, began declining about a week after the legendary bond manager made a prediction that Chinese stocks were overheated and poised to fall, and it has since plunged about 27%.

By Bloomberg
NEWS RETIREMENT PLANNING AUG 17, 2015
How wealthy young heirs are learning to buy art

Some parents or grandparents require heirs to take a financial education curriculum before telling them how wealthy they are and what they will inherit.

By Bloomberg
Why even the wealthiest clients need to keep up with their credit reports
NEWS PRACTICE MANAGEMENT AUG 17, 2015
Why even the wealthiest clients need to keep up with their credit reports

There's much to gain from looking over credit reports, and advisers benefit from helping clients do it.

By Neal Frankle
Surviving change at warp speed
NEWS FINTECH AUG 17, 2015
Surviving change at warp speed

Digitization of our industry is not a choice. What is a choice is whether you are empowered by it or you are consumed by it.

By Joe Duran
Asset managers beat the bushes to woo reclusive family offices
NEWS RETIREMENT PLANNING AUG 17, 2015
Asset managers beat the bushes to woo reclusive family offices

They trot out celebrity executives, hold conferences and make sweetened investment offers to bring in private wealth to private equity.

By Bloomberg
NEWS FINTECH AUG 14, 2015
Robo savvy may be the key to newly hired advisers' success

Those fresh to the industry can pick up friends as clients, maybe eventually take over business.

By Alessandra Malito
How you can stand out and succeed in the digital age
NEWS FINTECH AUG 14, 2015
How you can stand out and succeed in the digital age

Robo-advisers can offer traditional advisory firms a model of evolution, not extinction, but only if advisers are willing to adapt and learn from their competition.

By Eric Clarke
Lessons advisers can learn from robo-advisers
NEWS FINTECH AUG 14, 2015
Lessons advisers can learn from robo-advisers

Even the most client-friendly advisers need to adapt to what robo-advisers can provide.

By Charles Goldman
Bill Gross: Fed on track for September rate hike
NEWS INDUSTRY NEWS AUG 14, 2015
Bill Gross: Fed on track for September rate hike

Janus star manager says central bank increasingly realizes that loose monetary policy isn't helping the global economy.

By Bloomberg
NEWS RETIREMENT PLANNING AUG 14, 2015
Could private equity become your next retirement investment?

Investors with a net worth lower than $1 million, or those earning less than $200,000 a year, should be able to put some of their retirement savings in private equity vehicles, argues Carlyle Group's David Rubenstein.

By Bloomberg
As gold comes under attack, advisers show their mettle
NEWS INDUSTRY NEWS AUG 14, 2015
As gold comes under attack, advisers show their mettle

Permanent allocations to the precious metal come under fire again as market slides, but advisers who believe in the asset are ready to double down.

By Trevor Hunnicutt
NEWS ALTERNATIVES AUG 14, 2015
Forget gold, oil could be on its way back to $100

<i>Breakfast with Benjamin:</i> The oil guru who predicted last year's rout said $100-a-barrel crude is likely to return within five years as faltering supply fails to meet demand.

By Jeff Benjamin
NEWS INDUSTRY NEWS AUG 14, 2015
Even gold bugs shaken by interest-rate fears as commodity rout approaches 13-year low

Skittish investors are retreating from commodities, including precious metals.

By Bloomberg
Gold shunned on interest-rate fears as commodity rout approaches 13-year low
NEWS INDUSTRY NEWS AUG 14, 2015
Gold shunned on interest-rate fears as commodity rout approaches 13-year low

Skittish investors are retreating from commodities, including precious metals.

By Bloomberg
NEWS EQUITIES AUG 14, 2015
Time to rethink gold?

<i>Breakfast with Benjamin:</i> Contrarians, listen up. Janet Yellen's optimism about the U.S. economy is making gold speculators the least bullish on record.

By Jeff Benjamin
Bill Gross on co-founding Pimco: 'I just wanted to run money and be famous'
NEWS FIXED INCOME AUG 14, 2015
Bill Gross on co-founding Pimco: 'I just wanted to run money and be famous'

At Pimco, Bill Gross built a reputation as the world's best bond trader. Now, at Janus Capital, he's managing a much smaller fund &amp;mdash; all while being measured against his younger self.

By Bloomberg
Charles Schwab's client portals suffer system-wide outage
NEWS FINTECH AUG 13, 2015
Charles Schwab's client portals suffer system-wide outage

Brokerage claims that technical issues that caused a system-wide outage were not caused by volume or external factors, and the problem was fixed in time for market open.

By Alessandra Malito
Labor Department's fiduciary rule too complicated to put into practice: FSI
NEWS PRACTICE MANAGEMENT AUG 13, 2015
Labor Department's fiduciary rule too complicated to put into practice: FSI

Commission-based model is crucial for the financial well-being of investors of moderate means.

By Dale Brown
How you can shield yourself from data theft
NEWS INDUSTRY NEWS AUG 13, 2015
How you can shield yourself from data theft

Eva Velasquez, chief executive of the nonprofit Identity Theft Resource Center, gives tips you can implement today.

By Liz Skinner