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Pimco CEO Hodge sees revenue pickup in 2016 on 'renewal,' new products
NEWS INDUSTRY NEWS NOV 30, 2015
Pimco CEO Hodge sees revenue pickup in 2016 on 'renewal,' new products

Pimco's revenue will grow next year as the firm goes through a "renewal" and widens its mix of products, chief executive Douglas Hodge said.

By Bloomberg
BlackRock's iShares taking in money fast and furious
NEWS ETFS NOV 30, 2015
BlackRock's iShares taking in money fast and furious

For the first time, fund manager saw roughly equal deposits into equity and fixed-income ETFs as investor demand for bond products increased.

By Bloomberg
Here's the price advisers pay for ignoring boring email archives
NEWS FINTECH NOV 30, 2015
Here's the price advisers pay for ignoring boring email archives

Failure to report electronic records could lead to violation of regulators' rules.

By Alessandra Malito
How automation and integration can turn advisory firms into well-oiled machines
NEWS FINTECH NOV 30, 2015
How automation and integration can turn advisory firms into well-oiled machines

Advisers that resist embracing a truly integrated technology platform are missing out

By Leslie D. Thompson
NEWS RETIREMENT PLANNING NOV 29, 2015
Should you take a cue from Mark Zuckerberg's generous philanthropic plan?

New research shows giving time and money in one's later years could even be the key to retirement happiness.

By Liz Skinner
NEWS RETIREMENT PLANNING NOV 29, 2015
Giving the missing link to retirement happiness?

Zuckerbergs' generous philanthropic announcement may spark client conversations about donating time and money, which research shows can boost retiree fulfillment.

By Liz Skinner
Department of Labor's Borzi: Women have a powerful role in changing employee benefits law
NEWS RETIREMENT PLANNING NOV 29, 2015
Department of Labor's Borzi: Women have a powerful role in changing employee benefits law

The assistant labor secretary recounts her serendipitous career and what motivates her to help women facing financial crises in retirement.

By Phyllis C. Borzi
NEWS INDUSTRY NEWS NOV 28, 2015
Retail ETFs are no holiday bargain

In the nine years since retail ETFs began to trade, investors would have been better off sticking with a boring old S&P 500-stock index fund.

By Bloomberg
SheCapital gets women started with investing
NEWS FINTECH NOV 28, 2015
SheCapital gets women started with investing

After an illness unexpectedly put her in charge of her father's finances, SheCapital founder Tina Powell started a program to help fellow women better manage money.

By Alessandra Malito
Don't delay on file and suspend Social Security claims
NEWS RETIREMENT PLANNING NOV 27, 2015
Don't delay on file and suspend Social Security claims

As the Social Security Administration's appointment backlog builds, consider filing online.

By Mary Beth Franklin
Top questions about new Social Security claiming rules
NEWS RETIREMENT PLANNING NOV 27, 2015
Top questions about new Social Security claiming rules

Mary Beth Franklin's virtual mailbag is bursting at the seams with questions from <i>InvestmentNews</i> readers about how new regulation will affect Social Security claiming strategies for current and future retirees. Here she offers some answers.

By Mary Beth Franklin
NEWS FINTECH NOV 25, 2015
Banks want to cash in on robo movement

By Alessandra Malito
NEWS RETIREMENT PLANNING NOV 25, 2015
How easy is it to get student loans forgiven?

Graduates who take on low-paying public sector jobs can get help from the federal government, but qualifying for the program isn't always easy.

By Bloomberg
Battle rages over Credit Suisse brokers after Wells Fargo recruitment deal
NEWS PRACTICE MANAGEMENT NOV 25, 2015
Battle rages over Credit Suisse brokers after Wells Fargo recruitment deal

Wells executive says 'feeding frenzy' taking place over some high-end producers.

By Bloomberg
Robert McCann named UBS Americas' new chairman
NEWS PRACTICE MANAGEMENT NOV 25, 2015
Robert McCann named UBS Americas' new chairman

Exec will become chairman of UBS Americas, focusing on clients and strategic priorities. Tom Naratil, the group CFO and COO, will become president of UBS Wealth Management Americas and UBS Americas.

By Bruce Kelly
Sallie Krawcheck dishes on being downsized
NEWS EQUITIES NOV 24, 2015
Sallie Krawcheck dishes on being downsized

<i>Breakfast with Benjamin</i>: Citing the rapidly-changing economy, the former Citigroup and Bank of America exec says job insecurity in finance will likely increase.

By Jeff Benjamin
NEWS RETIREMENT PLANNING NOV 24, 2015
Financial security begins with workplace benefits

Employees need to pay attention to what's being offered and engage with the resources that are provided.

By Ray Marra
NEWS RETIREMENT PLANNING NOV 24, 2015
Here's where your college degree is worth the most

In countries where education is most accessible, your degree is the likely to give you less of a leg up.

By Bloomberg
CalPERs paid $3.4B in private equity fees since 1990; earned $24.4B in net gains
NEWS RETIREMENT PLANNING NOV 24, 2015
CalPERs paid $3.4B in private equity fees since 1990; earned $24.4B in net gains

Lack of data has been a flashpoint for a national debate over the amount of fees paid to private equity managers, given the risks and illiquidity.

By Randy Diamond
NEWS PRACTICE MANAGEMENT NOV 23, 2015
DOL's fiduciary exemption is not a workable option for advisers

Too complex and cumbersome, provision would exclude investments such as alternatives from list of options.

By Dale Brown