Industry News

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NEWS IRA ALERT AUG 07, 2014
Inherited IRAs in bankruptcy cases

By Ed Slott
NEWS RETIREMENT PLANNING AUG 07, 2014
Stretch IRAs no longer targeted in Senate highway-funding bill

Individual retirement account beneficiaries can continue to stretch distributions over a lifetime, as the Senate dropped a provision in its highway funding bill that would have required those distributions within five years of the death of the original account holder.

By Mark Schoeff Jr.
NEWS RETIREMENT PLANNING AUG 07, 2014
Women closing financial literacy gender gap

Despite gains, steep learning curve remains on investing and cash management.

By Mary Beth Franklin
NEWS BROKER DEALERS AUG 06, 2014
Financial Telesis adviser with $700M bolts to Commonwealth

Benjamin W. Wong jumps ship as LPL begins absorbing his former firm.

By Mason Braswell
NEWS EQUITIES AUG 06, 2014
Global markets collide with geopolitics as Obama orders airstrikes in Iraq

Friday's <i>Breakfast with Benjamin</i> feature: Global markets collide with geopolitics as Obama orders airstrikes. Plus: Gold bugs rejoice; a senator takes parting shot at Wall Street; hidden risks in mutual funds; and find your perfect TV office.

By Jeff Benjamin
NEWS RIAS AUG 06, 2014
Dilbert creator cracks wise on financial advisers

<i>Breakfast with Benjamin:</i> Goldman Sachs expects stock and bonds to go their separate ways. Plus: Scott Adams takes on advisers; Putin tosses the sanctions into Obama's court; the Treasury builds a cash stockpile; home-equity loans facing wave of defaults; and can we blame IPOs for last week's market selloff?

By Jeff Benjamin
Five pieces of good news about retirement
NEWS RETIREMENT PLANNING AUG 06, 2014
Five pieces of good news about retirement

Take a break from the worry and self-flagellation to enjoy the brighter horizon ahead.

By Ben Steverman
NEWS PRACTICE MANAGEMENT AUG 06, 2014
Finalists for Community Leadership Awards announced by Invest in Others and InvestmentNews

CLA honors advisers helping in communities and around the globe

By Liz Skinner
NEWS INDUSTRY NEWS AUG 05, 2014
What you need to know as the cheap money trickles away

What actions do you take as QE3 ends? One idea: real estate investors could move to assets with rent increases

By Jacob Frydman
NEWS ALTERNATIVES AUG 05, 2014
Worried about the end of easing? The effects of QE3 haven't even been felt yet

Real estate investors should be thinking about moving to actively managed assets.

By Jacob Frydman
NEWS OPINION AUG 05, 2014
Smart money eschews big brands

Huge study shows that the most knowledgeable consumers buy the less expensive, store labels.

By Cass R. Sunstein
NEWS OPINION AUG 05, 2014
Getting the most out of social media

By Kristin Andree
NEWS RIAS AUG 05, 2014
Lebenthal lands $600 million BNY Mellon team

Firm continues push toward goal of $5 billion in assets by year's end.

By Mason Braswell
NEWS LIFE INSURANCE AND ANNUITIES AUG 05, 2014
Structured product annuities pose challenges for regulators

As Voya plans to be the fifth company offering these newfangled products, regulators still struggle to classify them

By Darla Mercado
NEWS LIFE INSURANCE AND ANNUITIES AUG 05, 2014
Annuity industry pushes SEC for summary prospectus rule

Not on regulator's agenda until March 2015, industry believes sooner action would aid investor understanding.

By Mark Schoeff Jr.
NEWS LIFE INSURANCE AND ANNUITIES AUG 05, 2014
Variable annuity sales raising concern: Finra official

Product remains at top of investor complaint list and the self-regulator wants to ensure investors understand what they're getting into.

By Mark Schoeff Jr.
NEWS RETIREMENT PLANNING AUG 04, 2014
Act fast to use a donation to avoid an inversion's tax bite

Shareholders of companies that expatriate seek advice on timing stock donations to charities

By Darla Mercado
NEWS EQUITIES AUG 04, 2014
Timing charitable gifts to avoid an inversion's tax bite

Shareholders of companies who expatriate must carefully time stock donations.

By Darla Mercado
NEWS ALTERNATIVES AUG 04, 2014
MLP investors face prospect of new taxes after Kinder Morgan deal

New entity likely to benefit, though the firm's acquisition could leave MLP investors with an unexpected tax consequence.

By Trevor Hunnicutt
NEWS EQUITIES AUG 04, 2014
Barack Obama's attempt to both embrace and shun the financial markets

On today's <i>Breakfast with Benjamin</i> menu: Obama's attempt to embrace and shun markets. Plus: Volatility awakens nervous investors; crowdfunding and crowd funding; building your own hedge fund made easy; and bacon prices soar because we Americans just love that greasy stuff.

By Jeff Benjamin