Industry News

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The ETF craze crosses a huge hurdle
NEWS RETIREMENT PLANNING MAY 04, 2015
The ETF craze crosses a huge hurdle

<i>Breakfast with Benjamin:</i> Over the last 12 months, investors pumped more money into ETFs than mutual funds for the first time ever.

By Jeff Benjamin
Friends are OK, as we cruise toward retirement
NEWS RETIREMENT PLANNING MAY 04, 2015
Friends are OK, as we cruise toward retirement

Author conducts her own focus group among peers.

By Mary Beth Franklin
NEWS INDUSTRY NEWS MAY 03, 2015
Charitable giving finally surpasses pre-crisis levels

Bequests jump thanks to some generous giants.

By Liz Skinner
NEWS INDUSTRY NEWS MAY 03, 2015
Separately managed accounts ranked by first-quarter returns

The latest SMA rankings broken down by sector

By InvestmentNews Data
Rethink retirement, says director of U.S. aging institute
NEWS RETIREMENT PLANNING MAY 03, 2015
Rethink retirement, says director of U.S. aging institute

Research shows more working years may be just what the doctor ordered

By Liz Skinner
NEWS RETIREMENT PLANNING MAY 03, 2015
Advisers ramp up efforts to create tax-conscious retirement withdrawal strategies

Advisers ramp up efforts to create tax-conscious retirement income withdrawal strategies with an aim to extend the life of clients' nest eggs.

By Darla Mercado
NEWS PRACTICE MANAGEMENT MAY 01, 2015
Vanguard money markets still a buck, but with potential for gates, fees

Largest mutual fund company announces its response to reforms intended to prevent a run.

By Trevor Hunnicutt
Wirehouse advisers pile into euro-stock ETFs
NEWS EQUITIES MAY 01, 2015
Wirehouse advisers pile into euro-stock ETFs

Currency-hedging ETF strategies are a no-brainer: Merrill Lynch portfolio manager

By Trevor Hunnicutt
Warren Buffett's financial results start to raise red flags
NEWS EQUITIES MAY 01, 2015
Warren Buffett's financial results start to raise red flags

<i>Breakfast with Benjamin</i>: Warren Buffett rejects analysts' criticism of Berkshire Hathaway's financials. Plus: Family Dollar's lesson in luck, small-cap stocks at odds with jobs data, and Alan Greenspan on Greece exiting the euro.

By Jeff Benjamin
NEWS ALTERNATIVES APR 30, 2015
Nontraded REIT sponsors changing compensation for advisers

New share class dubbed a &#8220;T share&#8221; cuts upfront commission brokers are paid but creates an annual trailing commission.

By Bruce Kelly
NEWS BROKER DEALERS APR 30, 2015
The independent broker-dealers with the most female advisers

The business is male-dominated, but some independent broker-dealers have come close to having 30% of producing female reps on staff. Here's a break down of the gender divide.

By Ellie Zhu
New York Life raises the living benefit stakes — on a fixed annuity
NEWS LIFE INSURANCE AND ANNUITIES APR 30, 2015
New York Life raises the living benefit stakes — on a fixed annuity

Can the new product compete against its variable and indexed annuity cousins?

By Darla Mercado
Password managers are a powerful tool in the fight to fend off cyber crooks
NEWS RIAS APR 30, 2015
Password managers are a powerful tool in the fight to fend off cyber crooks

Breaking down how password managers actually work, plus details on three good options for advisers to consider

By Blane Warrene
NEWS FINTECH APR 29, 2015
Finra CARDS data breach risk is real

Potential security risk concerns over Finra's highly-debated data collection proposal are not unfounded, experts say. <i>(See also: <a href=&quot;http://www.investmentnews.com/article/20150504/BLOG07/150509984/finras-longtime-critics-become-its-supporters-and-vice-versa&quot; target=&quot;_blank&quot;>Finra's backers are now its critics</a>)</i>

By Alessandra Malito
The housing market steps up to provide a needed economic boost
NEWS EQUITIES APR 29, 2015
The housing market steps up to provide a needed economic boost

<i>Breakfast with Benjamin</i>: The solid housing market stands in contrast to the dismal first quarter GDP numbers.

By Jeff Benjamin
The independent broker-dealers with the biggest revenue and asset gains in 2014
NEWS BROKER DEALERS APR 29, 2015
The independent broker-dealers with the biggest revenue and asset gains in 2014

These firms boosted their businesses significantly between 2013 and 2014

By Ellie Zhu
Sofia Vergara lawsuit teaches planning lesson for couples using IVF
NEWS RETIREMENT PLANNING APR 29, 2015
Sofia Vergara lawsuit teaches planning lesson for couples using IVF

Here's the key: Thinking through what happens in the event of a divorce, death or breakup.

By Andy and Danielle Mayoras, Guest Columnists
Parent PLUS loans and student loan cosigning: Just say no
NEWS RETIREMENT PLANNING APR 29, 2015
Parent PLUS loans and student loan cosigning: Just say no

Snares abound for parents who are eager to take on additional debt in the name of sending their children to their dream school.

By Darla Mercado
NEWS RETIREMENT PLANNING APR 29, 2015
529 benefits go beyond college savings

A new variation offers an option for saving for disabled children.

By Liz Skinner
NEWS EQUITIES APR 29, 2015
Vanguard tiptoes into the liquid alternatives market

New multialternative fund seen as endorsement of alts, while pressuring fees

By Jeff Benjamin