Industry News

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Decoding Social Security's family maximum-benefit rules
NEWS RETIREMENT PLANNING OCT 14, 2013
Decoding Social Security's family maximum-benefit rules

Couples aren't affected if no minor children are collecting benefits.

By Mary Beth Franklin
NEWS INDUSTRY NEWS OCT 13, 2013
Community Leadership Awards deadline extended

Through April 28, nominate an adviser who is dedicated to making the world a better place.

By Gregory Crawford
NEWS INDUSTRY NEWS OCT 13, 2013
Community Leadership Awards: Deadline is today

Nominate an adviser who is dedicated to making the world a better place for a Community Leadership Award.

By Gregory Crawford
NEWS RETIREMENT PLANNING OCT 13, 2013
Gurus: Bull market alive and well

Coté, Doll love equities but hate Washington politics, health care law.

By Jeff Benjamin
NEWS INDUSTRY NEWS OCT 13, 2013
Giving back, not giving up

At the 7th annual Community Leadership Awards, a fighter pilot tells of finding real fulfillment serving others. Plus, other stories of financial advisers' stepping up to give back to their communities.

By Liz Skinner
NEWS IRA ALERT OCT 13, 2013
IRA Alert: Tax court shoots down medical exception

By Ed Slott
NEWS RETIREMENT PLANNING OCT 13, 2013
Schwab ETF 401(k) platform has hiccup

Expected to launch in fourth quarter, platform hits regulatory snag.

By Darla Mercado
NEWS RIAS OCT 13, 2013
Two teams join Wells from rivals

Managed total of nearly $500 million.

By Trevor Hunnicutt
NEWS TAX OCT 13, 2013
James Glassman touts taxing consumption instead of earnings

Live from the IMCA conference: 'Policy change is really key to growth,' he says

By Jeff Benjamin
NEWS REGULATION AND LEGISLATION OCT 13, 2013
Despite debt ceiling debate, now is not the time to exit markets

Market experts say investors shouldn't pull their assets out of the market despite the looming debt ceiling debate. But they should be ready for plenty of volatility.

By Jeff Benjamin
NEWS INDUSTRY NEWS OCT 11, 2013

By MFXFeeder
NEWS INDUSTRY NEWS OCT 11, 2013
Pundits wildly wrong about shutdown fallout

Why the media may be misstating the shutdown's impact, and other must-reads from wealth manager and CNBC commentator Josh Brown

By Joshua Brown
NEWS INDUSTRY NEWS OCT 11, 2013
Money funds drop risky treasuries as investors speed exodus

BlackRock joined the two biggest providers of money-market mutual funds in reducing exposure to the riskiest U.S. Treasury maturities as investors stepped up withdrawals across the industry.

By Matt Ackermann
NEWS WIREHOUSES OCT 11, 2013
Billion-dollar teams on the move

Two advisers split Morgan Stanley to join RBC but the wirehouse adds three teams.

By Trevor Hunnicutt
NEWS RETIREMENT PLANNING OCT 11, 2013
T. Rowe bans 1,300 airline workers from trading 401(k) accounts

Group banned in an attempt to deter en-masse trading

By Darla Mercado
NEWS LIFE INSURANCE AND ANNUITIES OCT 11, 2013
New details on Allianz's latest annuity product

The life insurer unveiled more on its plans for the structured-product annuity in a regulatory filing this week.

By Darla Mercado
NEWS LIFE INSURANCE AND ANNUITIES OCT 11, 2013
Some Allianz variable annuities hit with fee hikes as firm dials back

Though many clients will see fees rise for protection riders, some will experience a decrease.

By Darla Mercado
NEWS INDUSTRY NEWS OCT 10, 2013
FX Concepts to exit investment management amid dwindling assets

“Assets at the firm have dropped to levels that can no longer sustain the business,” Robert Savage, the chief strategist at FX Concepts, said in an e-mailed statement.

By Matt Ackermann
NEWS INDUSTRY NEWS OCT 10, 2013
It's the debt ceiling, stupid

Investor confidence holding up OK, but perhaps not for long.

By Megan Durisin
NEWS INDUSTRY NEWS OCT 10, 2013
Shutdown masks debt ceiling, earnings, Doll says

Nuveen strategist: Looming issues could mean bumpy ride for investors

By By Bob Doll