Industry News

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NEWS FINTECH APR 06, 2015
Robo rumpus gets vicious

The battle between robo-advisers and Charles Schwab & Co. is heating up. Online investing companies like Betterment and Hedgeable have jumped in to rally against Schwab Intelligent Portfolios, the discount broker-dealer's new retail robo-adviser. The arguments have spanned across the web on blog posts, tweets and comments.

By Alessandra Malito
How to perfectly time your clients' Medicare enrollment
NEWS RETIREMENT PLANNING APR 06, 2015
How to perfectly time your clients' Medicare enrollment

Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices

By Peter Stahl
NEWS FINTECH APR 05, 2015
You've got mail ... and more mail ... and more ...

Tips about uncluttering your inbox (bet Hillary Clinton wishes she had).

By Alessandra Malito
The cruelest month: IRS doesn't mess around in April
NEWS RETIREMENT PLANNING APR 05, 2015
The cruelest month: IRS doesn't mess around in April

Fraud prosecutions remind the public of the agency's enforcement muscle.

By Bloomberg
Why Mohamed El-Erian has most of his money in cash
NEWS INDUSTRY NEWS APR 05, 2015
Why Mohamed El-Erian has most of his money in cash

Although he'll take a bite with inflation, Allianz's Mohamed El-Erian sees 'a massive gap right now between asset prices and fundamentals.'

By Bloomberg
Focus Financial invests in $600 million wealth manager
NEWS RIAS APR 05, 2015
Focus Financial invests in $600 million wealth manager

Deal comes amid slowdown for large investors in financial advisory firms.

By Trevor Hunnicutt
Employer objections stand in way of 401(k) plan success
NEWS RETIREMENT PLANNING APR 05, 2015
Employer objections stand in way of 401(k) plan success

Advisers can adopt strategies to counteract arguments against trying to maximize contributions

By Darla Mercado
Where are they now?
NEWS INDUSTRY NEWS APR 05, 2015
Where are they now?

Updates from the inaugural <i>InvestmentNews</i> 40 Under 40 class will convince you to make a nomination this year.

By CNELSON
More companies than ever avoid paying taxes
NEWS RETIREMENT PLANNING APR 03, 2015
More companies than ever avoid paying taxes

A record 54 companies in the S&amp;P 500 are now at least partially exempt from the corporate income tax, more than twice the number four years ago.

By Bloomberg
Did Social Security slice benefits for people with disabilities?
NEWS RETIREMENT PLANNING APR 03, 2015
Did Social Security slice benefits for people with disabilities?

A minor change in the Social Security Program Operations Manual System late last year resulted in what some advocates call an 'outrage.'

By Mary Beth Franklin
Bill Gross' contrarian bet against the dollar helps him regain footing
NEWS FIXED INCOME APR 03, 2015
Bill Gross' contrarian bet against the dollar helps him regain footing

Bill Gross' bet that the dollar's rally won't continue helps his fund post 2.4% returns in the past month.

By Bloomberg
Investors jump into European stocks hoping for another QE ride
NEWS INDUSTRY NEWS APR 03, 2015
Investors jump into European stocks hoping for another QE ride

Relative to U.S. equities, European stocks look cheap.

By Jeff Benjamin
Three sectors expected to report above-average earnings
NEWS INDUSTRY NEWS APR 03, 2015
Three sectors expected to report above-average earnings

Energy will be a drag, but financial, health care and consumer discretionary could shine

By Jeff Benjamin
NEWS INDUSTRY NEWS APR 03, 2015
2015 Lipper Awards: Trophy winners

All 61 trophy winners honored with this year's awards

By Andrew Leigh
Job growth is the economy's only bright side, and it isn't very bright
NEWS EQUITIES APR 03, 2015
Job growth is the economy's only bright side, and it isn't very bright

<i>Breakfast with Benjamin</i>: The data show companies are hiring, but virtually everything else in the economy is falling.

By Jeff Benjamin
NEWS INDUSTRY NEWS APR 03, 2015
Federal Reserve alters investor expectations

Wages, other forms of inflation take on heightened market significance in wake of central bank policy meeting.

By Jeffrey Rosenberg
NEWS PRACTICE MANAGEMENT APR 03, 2015
Helping clients deal with financial infidelity

Those keeping financial secrets from partners may surprise you

By Liz Skinner
NEWS PRACTICE MANAGEMENT APR 03, 2015
Don't market to women, serve them, Krawcheck tells advisers

Women, on way to becoming the majority of U.S. millionaires, represent the industry's biggest business opportunity.

By Liz Skinner
Saving for college got tougher last year
NEWS RETIREMENT PLANNING APR 02, 2015
Saving for college got tougher last year

Average savings level of $10,040 is lowest in three years as cost of living, lower earnings squeeze out savings.

By Bloomberg
Saving for college got tougher last year
NEWS INDUSTRY NEWS APR 02, 2015
Saving for college got tougher last year

Average savings level of $10,040 is lowest in three years as cost of living, lower earnings squeeze out savings.

By Bloomberg