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Fed Chairwoman Janet Yellen still expecting to raise rates this year
NEWS FIXED INCOME JUL 14, 2015
Fed Chairwoman Janet Yellen still expecting to raise rates this year

Central banker repeats pledge that pace of subsequent increases will be gradual.

By Bloomberg
Help boomers recognize reality bites when it comes to wages in retirement
NEWS RETIREMENT PLANNING JUL 14, 2015
Help boomers recognize reality bites when it comes to wages in retirement

Most working retirees are making much less per hour now, survey shows

By Liz Skinner
Wealthfront sparks robo price war, drops account minimum to $500
NEWS FINTECH JUL 14, 2015
Wealthfront sparks robo price war, drops account minimum to $500

The combative robo-adviser takes a shot at competitors for their fee structures.

By Alessandra Malito
China's stock market meltdown is looking like a buying opportunity
NEWS EQUITIES JUL 14, 2015
China's stock market meltdown is looking like a buying opportunity

Strategists recommend a slow and steady move into the world's second-largest equity market.

By Jeff Benjamin
NEWS RETIREMENT PLANNING JUL 14, 2015
Billy Joel: Poster child for the Viagra college fund?

Older dads can trigger Social Security benefits for young children.

By Mary Beth Franklin
NEWS EQUITIES JUL 14, 2015
Goldman's Cohn: Dream on if you think the Fed is hiking rates in September

<i>Breakfast with Benjamin</i>: Gary D. Cohn, president and COO of Goldman Sachs, believes the economy and markets are in no shape for higher rates.

By Jeff Benjamin
NEWS PRACTICE MANAGEMENT JUL 14, 2015
Ladenburg Thalmann broker-dealer Securities Service Network adds $430M firm

The Horizon Group, a retirement planning firm formerly with Cadaret Grant, joins in Rochester, N.Y.

By Mason Braswell
Pimco considered Goldman Sachs' Gary Cohn for top spot
NEWS INDUSTRY NEWS JUL 14, 2015
Pimco considered Goldman Sachs' Gary Cohn for top spot

Was on short-list of possible successors to El-Erian as CEO in 2013; departure would have left big succession gap at Goldman.

By Bloomberg
NEWS RIAS JUL 13, 2015
Beacon Pointe Wealth scoops up $300 million East Coast firm

The Newport Beach, Calif.-based firm picks up TPW Financial in Boston to bring its assets to $1.4 billion.

By Mason Braswell
Advisers can use the web to facilitate after death-planning talks with clients
NEWS FINTECH JUL 13, 2015
Advisers can use the web to facilitate after death-planning talks with clients

Websites exist for gathering documents and preserving key information, sparking adviser-client conversations about planning for the inevitable.

By Alessandra Malito
The tax risks of clients' overfunding their 529 savings plans
NEWS PRACTICE MANAGEMENT JUL 13, 2015
The tax risks of clients' overfunding their 529 savings plans

Make sure clients set aside the right amount to optimize savings and avoid unnecessary taxes and penalties.

By Masood Vojdani
Greece's latest problem is the IMF
NEWS EQUITIES JUL 13, 2015
Greece's latest problem is the IMF

<i>Breakfast with Benjamin</i>: The IMF is throwing a wrench into the Greek bailout works, setting off a political earthquake in Europe.

By Jeff Benjamin
Contrary to conventional wisdom, young investors do want to work with advisers
NEWS PRACTICE MANAGEMENT JUL 13, 2015
Contrary to conventional wisdom, young investors do want to work with advisers

Survey finds that for all their determination, millennials are willing to take direction from experts.

By David Giunta
The toughest job in financial advice: Teaching economics to a presidential contender
NEWS RIAS JUL 13, 2015
The toughest job in financial advice: Teaching economics to a presidential contender

<i>Breakfast with Benjamin</i>: Teaching economics to a presidential contender isn't easy. Unless the economic advisers agree with the preconceived views of the candidates, the relationship can be testy and useless.

By Jeff Benjamin
NEWS RETIREMENT PLANNING JUL 13, 2015
Reality bites when it comes to wages in retirement

Most working retirees are making much less per hour now, survey shows.

By Liz Skinner
Will chaos in Greece rattle your investments?
NEWS INDUSTRY NEWS JUL 13, 2015
Will chaos in Greece rattle your investments?

The bold see any market pullback as a buying opportunity.

By Jeff Benjamin
NEWS RIAS JUL 13, 2015
Focus Financial takes stake in $1 billion wealth adviser

Northbrook, Ill.-based Relative Value Partners brings to 35 the number of affiliates of the deep-pocketed firm led by CEO Rudy Adolf.

By Trevor Hunnicutt
Jeffrey Gundlach is riding out the Greek storm in Treasuries
NEWS RETIREMENT PLANNING JUL 13, 2015
Jeffrey Gundlach is riding out the Greek storm in Treasuries

<i>Breakfast with Benjamin</i>: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.

By Jeff Benjamin
SEC appeals own judge's decision in case on custodians' payments to advisers for fund picks
NEWS RIAS JUL 13, 2015
SEC appeals own judge's decision in case on custodians' payments to advisers for fund picks

The regulator is fighting a decision by its administrative judge to dismiss charges accusing two financial advisers of <a href=&quot;http://www.investmentnews.com/article/20140902/FREE/140909990/sec-charges-investment-adviser-with-fraud-for-not-telling-clients-of&quot; target=&quot;_blank&quot;>not informing clients</a> they were paid by Fidelity Investments to sell certain mutual funds.

By Trevor Hunnicutt
GMO's Grantham: Stocks near bubble, but there's nothing to pop it
NEWS EQUITIES JUL 13, 2015
GMO's Grantham: Stocks near bubble, but there's nothing to pop it

Money manager says the market still has room to run, but admits allocating assets in today's environment is not easy.

By Gregory Crawford