Industry News

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NEWS INDUSTRY NEWS JUL 22, 2014
What you need to know about the end of QE2

As hockey great Wayne Gretzky would say, play your asset allocation where the Federal Reserve is going. That means U.S., European and emerging market equities.

By Scott Colyer
NEWS EQUITIES JUL 22, 2014
Investing lessons from Lebron James

<i>Breakfast with Benjamin:</i> What bond investors can learn from Lebron James. Plus: Gold: It all depends on the Fed; commodities as a geopolitical hedge; investing in women; and golf stocks come up short.

By Jeff Benjamin
NEWS RETIREMENT PLANNING JUL 22, 2014
How to put Millennials on pace for retirement

One mom's advice: If you don't start saving now, your old age is going to look like college, ramen noodles and all.

By Mary Beth Franklin
NEWS RETIREMENT PLANNING JUL 22, 2014
Corporate newcomers like Facebook least generous with 401(k)s

ConocoPhillips, Abbott Labs tops the list while Facebook, Whole Foods are least generous.

By Bloomberg
NEWS EQUITIES JUL 22, 2014
Global consumer confidence soars

Plus: Credit Suisse exits the commodities trading business, Allianz stands by Bill Gross, silver has a golden summer run, three taxes we can all dislike together, and don't let tourist scams rain on your vacation

By Jeff Benjamin
NEWS RETIREMENT PLANNING JUL 22, 2014
Fidelity adds $37.2B in defined contribution assets but pace slows

With addition of nearly 1,100 retirement plans, firm's assets under administration for DC plans reaches $1.4T.

By Darla Mercado
NEWS FINTECH JUL 22, 2014
Morningstar to pay $61 million in trade-secrets settlement

The investment research firm will pay Business Logic for the software company's intellectual property.

By Joyce Hanson
NEWS RIAS JUL 22, 2014
You are about to lose a client when …

If advisers can recognize the signs that clients are unhappy and ready to bolt, they can take steps to try and salvage the relatonship

By Liz Skinner
NEWS RETIREMENT PLANNING JUL 22, 2014
Retirement: From theory to practice

Husband's retirement ushers in a new era for <i>InvestmentNews</i> contributing editor.

By Mary Beth Franklin
NEWS EQUITIES JUL 22, 2014
Something to fear: fear itself

In the world of financial market push-me-pull-you, there is nothing quite like the counterintuitive reality of market volatility, which is currently lower than it has been in years. Commonly dubbed the &#8220;fear index&#8221;, the Chicago Board Options Exchange Volatility Index (VIX) is languishing near its lowest point since 2007. If fear, as measured by volatility, is low, that's a good thing, right? Sort of.

By Jeff Benjamin
Big demand from advisers for Social Security claiming tools, training
NEWS RETIREMENT PLANNING JUL 22, 2014
Big demand from advisers for Social Security claiming tools, training

But few are willing to pay for it.

By Mary Beth Franklin
NEWS FINTECH JUL 22, 2014
Advisers' next evolution: Pairing with online platforms

Advisory firm execs considering how to partner with robo-advisers or build a digital advice model into their own offerings.

By Liz Skinner
NEWS RIAS JUL 22, 2014
HighTower Network adds $300 million Merrill team

Two Merrill Lynch advisers with a combined $300 million in assets under management go independent as a HighTower franchise

By Mason Braswell
NEWS FIXED INCOME JUL 22, 2014
Bond uncertainty lifts 'unconstrained' alts funds

Bond uncertainty lifts 'unconstrained' alts funds as Janus introduces second new offering in space this year

By Trevor Hunnicutt
NEWS INDUSTRY NEWS JUL 22, 2014
Miller: Gundlach's bearish housing position is wrong

Bill Miller said Jeffrey Gundlach and real estate billionaire Sam Zell are wrong about housing.

By Matt Ackermann
NEWS RETIREMENT PLANNING JUL 22, 2014
Want loyalty? Help clients with caregiving

Taking these extra steps with clients who are caring for loved ones will strengthen those relationships

By Liz Skinner
NEWS RETIREMENT PLANNING JUL 22, 2014
The magic range for alternatives allocations

A panel of experts weighs in on how much clients should ideally have invested in noncorrelated assets.

By Darla Mercado
NEWS INDUSTRY NEWS JUL 22, 2014
Gundlach recommends shorting homebuilders

At a New York investing conference, the DoubleLine bond fund manager takes a bearish view on housing

By Trevor Hunnicutt
NEWS BROKER DEALERS JUL 22, 2014
Be prepared to justify your fees

It's important for advisers to not show surprise or resentment when fee questions are raised by clients.

By MFXFeeder
NEWS RIAS JUL 22, 2014
Exclusive: HighTower launches fee-for-service platform

HighTower debuts fee-for-service platform for independent wealth managers after signing its first client, an advisory firm with $19.9 billion under advisement.

By Trevor Hunnicutt