Industry News

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NEWS INDUSTRY NEWS JUL 15, 2013
See America first: Investors like U.S. best

In a dramatic shift, investors now say they're uber-bullish on U.S. stock markets. And surprise! They like Japan a whole lot, too. | <i>Plus</i> <a href=http://www.investmentnews.com/gallery/20130514/FREE/514009999/PH>12 pricey &#8212; yet underperforming &#8212; funds</a>

By John Goff
NEWS INDUSTRY NEWS JUL 15, 2013
Peter Schiff: Lessons learned from Japan

The only true path to prosperity is free-market capitalism

By By Peter Schiff
NEWS FIXED INCOME JUL 14, 2013
Learning to ditch the training wheels

By MFXFeeder
NEWS RETIREMENT PLANNING JUL 14, 2013
'Tony Soprano's' estate likely to get whacked

Heirs facing $30M tax bill; 'will not be pleased with their tax advisers'

By Liz Skinner
NEWS PRACTICE MANAGEMENT JUL 14, 2013
Finra postpones action on recruitment disclosure rule

By DJAMIESON
NEWS RIAS JUL 14, 2013
Chance of sizable SEC budget boost gets dimmer

By Mark Schoeff Jr.
NEWS INDUSTRY NEWS JUL 13, 2013
Glass-Steagall 2.0? Lawmakers look to revive firewall at banks

Lawmakers in Washington, including Sen. John McCain, have introduced a bill that would force Wall Street giants to hive off their investment banking units. The obvious question: Does this proposal have even the slightest chance of passing?

By John Goff
NEWS FIXED INCOME JUL 11, 2013
Strong jobs report suggests sooner-than-expected end to bond purchases

Economists say the strong jobs report suggests Fed chief Bernanke could begin tapering bond purchases as soon as September.

By Gregory Crawford
NEWS RETIREMENT PLANNING JUL 11, 2013
Can estate tax legislation make it on its own?

Most observers doubt Congress can accomplish comprehensive tax reform before the end of 2014. But can the code be tweaked short of an overhaul? Supporters of a measure to abolish the estate tax hope so.

By Mark Schoeff Jr.
NEWS RETIREMENT PLANNING JUL 11, 2013
Don't let your clients leave Social Security benefits on the table

Lump sum payment can mitigate sting of a late claim.

By Mary Beth Franklin
NEWS RETIREMENT PLANNING JUL 11, 2013
Mary Beth Franklin: The question Social Security calculators can't answer

Life expectancy -- and life expectations -- crucial when devising claiming strategies

By Mary Beth Franklin
NEWS RETIREMENT PLANNING JUL 11, 2013
The most misunderstood Social Security rule

Mary Beth Franklin uncovers the most misunderstood Social Security rule. It has to do with when a spouse can and should claim retirement bennies.

By Mary Beth Franklin
NEWS INDUSTRY NEWS JUL 11, 2013
Bob Doll: Onward and upward for the market

Cyclical and emerging strength may be pointing to better growth, he says

By By Bob Doll
NEWS RIAS JUL 10, 2013
Geller hires Harris myCFO chief executive Calabrese

CEO plans to expand advisory platform.

By Trevor Hunnicutt
NEWS INDUSTRY NEWS JUL 10, 2013
Gold a buy but must prove mettle

By Jeff Benjamin
NEWS INDUSTRY NEWS JUL 10, 2013
Don't look now, but gold bulls emerge after rout

European debt crisis, rising jewelry demand boosts sentiment for the metal.

By Gregory Crawford
NEWS RIAS JUL 10, 2013
United Capital acquisition breaks up Atlanta RIA

United Capital Financial Advisers LLC is acquiring PPA Investments Inc. and signing on four advisers from the Atlanta-based registered investment adviser.

By AOSTERLAND
NEWS RIAS JUL 10, 2013
Fidelity unit in pact to open cash spigot for RIAs

Agreement with Live Oak to help clients finance mergers and acquisitions.

By DJAMIESON
NEWS WIREHOUSES JUL 10, 2013
Finding fees: UBS charging for financial plans

Bank's raised $3M in revenue so far this year off levy

By Gregory Crawford
NEWS WIREHOUSES JUL 10, 2013
Training on the back burner

Industry growth requires a renewed commitment to investing in the next generation

By AOSTERLAND