Industry News

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NEWS RETIREMENT PLANNING APR 05, 2013
Study backs delaying benefits

Morningstar research confirms prudence of patience in collecting Social Security

By MFXFeeder
NEWS ALTERNATIVES APR 05, 2013
REIT war erupts as Cole rejects unsolicited bid from ARC

A battle has broken out among real estate investment giants as Cole Properties turns down a $5.7B bid lodged by American Realty Capital.

By John Goff
NEWS RETIREMENT PLANNING APR 05, 2013
ICI survey: Americans back tax breaks for retirement savings

Most also want Congress to keep 401(k), IRA tax deferrals, no caps on employer contributions.

By Mark Schoeff Jr.
NEWS RIAS APR 05, 2013
Brokerages' next big threat? Portfolios to go

By Bloomberg
NEWS FIXED INCOME APR 04, 2013
SEC says Illinois misled investors over pension funding

By Darla Mercado
NEWS RIAS APR 04, 2013
For presentations on the iPad, one app does not fit all

A test drive of the latest hosting and presentation programs for Apple's ubiquitous tablet

By Janowski Davis
NEWS ALTERNATIVES APR 04, 2013
E&O underwriters screen alt products

Insurers that underwrite errors-and-omissions policies for broker-dealers are exercising greater authority in approving the alternative investments that their clients sell.

By Bruce Kelly
NEWS RETIREMENT PLANNING APR 03, 2013
American Funds ups its game in retirement arena

Faced with outflows in retirement share class, American Funds launches new lineup of products, adds new options for advisers.

By Darla Mercado
NEWS RETIREMENT PLANNING APR 03, 2013
REIT spurns rival's offer, pursues its own agenda

Cole turns down bid from rival American Realty Capital; minimizes the premium

By Bruce Kelly
NEWS RETIREMENT PLANNING APR 03, 2013
Americans' retirement confidence remains at an all-time low

Enormous opportunity exists for advisers to help clients save and thrive.

By Mary Beth Franklin
NEWS WIREHOUSES APR 03, 2013
Meredith Whitney reveals 'the stock to own this year'

Meredith Whitney has once again come out with a bold market prediction. But this time, she's not alone in her thinking.

By John Goff
NEWS INDUSTRY NEWS APR 03, 2013
Options abound for income-seekers

With rates at historic lows, investors can't rely only on bonds but also must look at equities

By James Wong
NEWS TAX APR 03, 2013
The tax lure of MLPs and REITs

By MFXFeeder
NEWS RIAS APR 02, 2013
$400M Merrill team starts firm

By DJAMIESON
NEWS RIAS APR 02, 2013
Cash-poor Advizent closes doors

By DJAMIESON
NEWS RETIREMENT PLANNING APR 02, 2013
Investors up in arms over Cole's quick kick of $5.7B offer

Advisers, investors looking for answers after REIT's management rejects generous bid from American Realty Capital

By Bruce Kelly
NEWS RETIREMENT PLANNING APR 02, 2013
Sweet ERISA: Pru wins in court, seals pension transfer with Verizon

Judge finds no violation of retirement law, rejects retirees' bid to block D-B handoff

By Darla Mercado
NEWS RETIREMENT PLANNING APR 02, 2013
Hold the phone: Retirees aim to block Verizon pension pass to Pru

Non-union workers file suit, allege breach of fiduciary duty, failure to provide disclosure

By Darla Mercado
Verizon-Pru deal the latest move to reduce pension liability
NEWS RETIREMENT PLANNING APR 02, 2013
Verizon-Pru deal the latest move to reduce pension liability

By Darla Mercado
NEWS RETIREMENT PLANNING APR 01, 2013
Protective Life spends $1 billion for MONY business

Deal includes acquisition of Axa's MONY Life Insurance, reinsuring a block of life policies.

By Darla Mercado