Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.
<i>Breakfast with Benjamin:</i> Bank ETFs ride the choppy waves of Yellen-speak. Plus: Still waiting for Treasury yields to spike, new love for intermediate-term bond funds, hot stocks ahead of earnings reports, and even gold bugs are starting to worry about the precious metal's decline
<i>Breakfast with Benjamin:</i> At some point in the first quarter, investors got defensive. So what does that mean now? Plus: It's all about Friday's jobs report, Michael Lewis calls out the stock market for being rigged, Obamacare investing risks and opportunities, and will Janet Yellen spook the market again?
<i>Friday's menu:</i> Where investors go when BRICs crack. Plus: How advisers can &mdash; and should &mdash; deal with male and female clients, mounting sanctions drive Russia toward China for economic help, investor class-action lawsuits spike, and saving money on travel.
Advisers are ratcheting up their scrutiny of Pimco in the wake of a critical report from Morningstar. While few are pulling assets from the bond fund giant, the possibility is rising. <i>(One big fund shop, however, has <a href="http://www.investmentnews.com/article/20140320/FREE/140329987" target="_blank">replaced Pimco</a> as manager of a large fund.)</i>
<i>Breakfast with Benjamin:</i> Markets wake up to China's economic slowdown. Plus: Soros deters British EU exit, an all-ETF retirement portfolio, rethinking cash-rich tech companies, undervalued Wall Street banks, and test your investor profile (for fun).
Niche is attracting more advisers looking to add to their service offerings.
Industrials to consumer spending to drug research look good. Here's why.
Online advisor Personal Capital announces an app for smartwatches.
Investment companies and advisers are experimenting with the games to help them win clients.
22 states do not recognize same-sex marriage, and some require LGBT filers to complete 'dummy' federal returns. Tax year 2013 was the first of what may be many confusing filing seasons.
The firm has been expanding its product offerings and has considered an acquisition as independent firms move to compete for ultrawealthy clients.
After a rip-roaring 2013 and an early chill in 2014, stocks are either on the cusp of a correction or poised for further gains. Bonds, meanwhile, still face rising rates at some point, with tapering in full swing. What's an investor to do?
Bill Gross' firm and Western Asset pulled as subadvisers from Mercer fund with $1.1 billion.
Executives across the industry, from wirehouses to independent and regional firms, are enjoying fatter paychecks and bigger bonuses as advisers become a more important part of firms' balance sheets. <i>(Don't miss some rather outlandish <a href="http://www.investmentnews.com/gallery/20140324/FREE/324009999/PH" target="_blank">top executive benefits</a>.)</i>
As the Federal Reserve gears up to raise rates, this is the one caveat that could stand in the way
Three clients of former broker at Hancock unit receive award for losses in failed land deals.
UBS Puerto Rico closed-end muni bond fund investors are losing billions; new research pegs losses at $1.66 billion over the first nine months of 2013.
Move designed to create distance between investment creation and distribution.
In a move that will shake the advice industry, Massachusetts securities cop William Galvin sent subpoenas to 15 brokerages. The request? He wants information about sales of alternatives to seniors.
