Industry News

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NEWS RETIREMENT PLANNING SEP 29, 2014
Housing recovery on horizon, but is it too little, too late for retiring boomers?

Median sale price of existing homes rose more than 5% in September

By Liz Skinner
NEWS RIAS SEP 29, 2014
Wood Investment Counsel, Obermeyer merger makes a mountain of an RIA

Obermeyer Wood takes over top spot for asset management in the state.

By Bianca Flowers
NEWS RETIREMENT PLANNING SEP 29, 2014
Firms challenged to create innovative retirement income products

Successfully addressing the post-accumulation phase and providing simplicity still difficult for the industry.

By Darla Mercado
NEWS LIFE INSURANCE AND ANNUITIES SEP 29, 2014
Finra charges SWS with improper supervision of VA transactions

SWS Financial Services charged with green-lighting variable annuity applications without proper review for suitability.

By Darla Mercado
Advisers 'blindsided' by Gross departure as Pimco faces rebuilding
NEWS INDUSTRY NEWS SEP 29, 2014
Advisers 'blindsided' by Gross departure as Pimco faces rebuilding

Bond behemoth has opportunity to recast its image, but analysts and advisers predict significant outflows. <i> Plus:</i> <a href="//www.investmentnews.com/article/20140926/FREE/140929925/bill-gross-terrible-horrible-no-good-very-bad-year&quot;" target="&quot;_blank&quot;" rel="noopener">Pimco's pitiful year.</a> <a href="//www.investmentnews.com/article/20140926/BLOG09/140929934/what-bill-gross-departure-means-for-pimcos-funds&quot;" target="&quot;_blank&quot;" rel="noopener">How bad will it get?</a>

By Trevor Hunnicutt
NEWS RETIREMENT PLANNING SEP 29, 2014
Do you speak Social Security?

Many advisers are conversant, but not fluent, in claiming strategies and rules.

By Mary Beth Franklin
NEWS INDUSTRY NEWS SEP 29, 2014
How do you buy a relationship?

When purchasing a firm, advisers enter contact with an unpredictable asset: clients.

By MFXFeeder
NEWS PRACTICE MANAGEMENT SEP 29, 2014
Adviser M&A activity suggests sellers firmly at the helm

By Liz Skinner
NEWS RETIREMENT PLANNING SEP 29, 2014
Jay Wintrob resigns as CEO of AIG Life and Retirement

He had been in contention to succeed Benmosche as head of AIG.

By Bruce Kelly
NEWS RETIREMENT PLANNING SEP 29, 2014
Advice industry adapts to changing concept of retirement

As people live longer, the distribution phase becomes more critical

By Mary Beth Franklin
NEWS FINTECH SEP 29, 2014
What to do when your cloud crashes

Outages are a fact of life, but most are short-lived.

By Liz Skinner
NEWS EQUITIES SEP 29, 2014
Stock and real estate bubbles on a collision course

Today's <i>Breakfast with Benjamin</i> sees stock and real estate bubbles on a collision course, gold prices stuck in neutral, Bill Gross cutting Treasury bond exposure, and much more.

By Jeff Benjamin
NEWS PRACTICE MANAGEMENT SEP 28, 2014
The next generation of advisers

Sign up for the InvestmentNews NextGen Virtual Career Fair, taking place on November 7th

By Andrew Leigh
Financial planning programs need champions
NEWS OPINION SEP 28, 2014
Financial planning programs need champions

Bringing awareness of the financial planning profession to college campuses requires a combination of ingredients

By Luke Dean
NEWS PRACTICE MANAGEMENT SEP 28, 2014
The differences between NextGen and senior advisers

Survey results draw lines between the generations of advisers

By Andrew Leigh
NEWS BROKER DEALERS SEP 28, 2014
An 'adviser' in name only

Calling a broker an adviser is dangerous, and it's time to embrace the black-and-white distinction.

By MFXFeeder
NEWS EQUITIES SEP 27, 2014
Gross' last defiance stuns Pimco, Allianz

Move to Janus was a complete surprise to company, bosses in Germany.

By Bloomberg
NEWS PRACTICE MANAGEMENT SEP 26, 2014
BlackRock, Precidian pull applications for new ETF type

By Bloomberg
NEWS EQUITIES SEP 26, 2014
Pimco fortifies to take on the old boss

Monday <i>Breakfast with Benjamin:</i>Gross, Ivascyn to square off. Plus: The outlook for Pimco outflows is bad and worse, global markets keeping an eye on Hong Kong civil unrest, a warning about fixed indexed annuities, buying ahead of ex-dividend dates, and running the numbers on Roth IRAs

By Jeff Benjamin
NEWS INDUSTRY NEWS SEP 26, 2014
Variable annuity with guaranteed lifetime withdrawal benefit rider can help advisers provide retirement income stability to clients

By azimmerman