Industry News

Displaying 35513 results
NEWS INDUSTRY NEWS OCT 29, 2015
An investor's guide to fees and expenses

If you're overpaying, you'll be more successful in negotiating a better deal if you know what you're talking about.

By Bloomberg
The Fed has lost all credibility with the bond market
NEWS EQUITIES OCT 29, 2015
The Fed has lost all credibility with the bond market

<i>Breakfast with Benjamin</i>: The bond market appears uninterested in the Fed's subtle hints of a looming rate hike next month, or the month after that, or someday, maybe, eventually.

By Jeff Benjamin
NEWS RETIREMENT PLANNING OCT 29, 2015
Warning: You might get dumped by your pension plan

More companies may want to get rid of liabilities by offering participants a chance to take their pensions all at once if budget deal goes through.

By Bloomberg
Budget deal would nix popular Social Security claiming strategies
NEWS RETIREMENT PLANNING OCT 29, 2015
Budget deal would nix popular Social Security claiming strategies

Loss of file and suspend and some spousal benefits could catch near-retirees off guard.

By Mark Schoeff Jr.
How clients really want advisers to earn fees
NEWS PRACTICE MANAGEMENT OCT 29, 2015
How clients really want advisers to earn fees

The advice industry spends a fortune trying to build better, cheaper mousetraps to allow consumers to invest efficiently but the impact is not important in the context of most people's lives.

By Joe Duran
The 6 smart questions you should ask recruiters before switching broker-dealers
NEWS OPINION OCT 29, 2015
The 6 smart questions you should ask recruiters before switching broker-dealers

It's a familiar scenario. After months (and in some cases years) of contemplation, research and discussions, an adviser has finally decided to switch firms. The adviser is ready to engage with the prospective firms and their recruiters. Now what?

By Tom Daley
NEWS INDUSTRY NEWS OCT 28, 2015
Raymond James a potential target for activist investors?

One securities analyst says the brokerag firm, with its rich capital reserves, could be attractive to an investor seeking to boost shareholder value.

By Bruce Kelly
Cruz and Rubio come out on top after third Republican debate
NEWS PRACTICE MANAGEMENT OCT 28, 2015
Cruz and Rubio come out on top after third Republican debate

<i>Breakfast with Benjamin:</i> Another debate full of heated clashes &amp;mdash; including with the moderators &amp;mdash; but the candidates who rose to the top were not the usual suspects.

By Jeff Benjamin
NEWS RETIREMENT PLANNING OCT 28, 2015
Budget deal could take $50,000 bite out of Americans' lifetime benefit

A new deal reached by President Barack Obama and congressional leaders would end strategies that retirees are using to get more money out of the Social Security system.

By Bloomberg
NEWS RETIREMENT PLANNING OCT 28, 2015
Why working your way through college doesn't really pay

A new study from Georgetown University found that working past 15 to 20 hours per week &quot;can harm academic performance.&quot;

By Bloomberg
NEWS RETIREMENT PLANNING OCT 28, 2015
'Til retirement do us part? Spouses disagree on spending golden years together

While 60% of men cite spending more time with their wives as one of the strongest motivations to retire, just 43% of women say the same.

By Bloomberg
A 60-40 portfolio can no longer deliver growth and inflation protection, investment strategist warns
NEWS EQUITIES OCT 28, 2015
A 60-40 portfolio can no longer deliver growth and inflation protection, investment strategist warns

The new model includes private equity, venture capital, activist investing, gold, timber and collectibles

By Jeff Benjamin
Game almost over for Social Security claiming strategies
NEWS RETIREMENT PLANNING OCT 28, 2015
Game almost over for Social Security claiming strategies

Congressional budget deal provision could affect current and future retirees.

By Mary Beth Franklin
NEWS EQUITIES OCT 28, 2015
Like it or not, the U.S. economy does better with a Democrat in the White House

<i>Breakfast with Benjamin</i>: The economy has historically done better with a Democrat in the White House. Why that is remains a mystery.

By Jeff Benjamin
NEWS LIFE INSURANCE AND ANNUITIES OCT 27, 2015
Insurers adding optional death benefits to IOVA contracts

The optional features allow for more investor choice and seek to capitalize on strong IOVA sales.

By Greg Iacurci
NEWS PRACTICE MANAGEMENT OCT 27, 2015
An adviser's advice to millennials

What would you say to your 25-year-old self?

By David Mirabito
Periscope the next frontier in social media for advisers?
NEWS FINTECH OCT 27, 2015
Periscope the next frontier in social media for advisers?

The real-time video platform gives clients another way to get acquainted.

By Alessandra Malito
NEWS EQUITIES OCT 27, 2015
The flip side of a strong October for stocks is usually a weak finish for the year

<i>Breakfast with Benjamin</i>: When October's bad, it's usually historically so. But when it's a good month for stocks, the rest of the year is usually a real stinker.

By Jeff Benjamin
NEWS REGULATION AND LEGISLATION OCT 27, 2015
As DOL fiduciary heats up, both sides dig in

Battle over the Labor Department's proposed fiduciary rule reaches a new level of nasty.

By Mark Schoeff Jr.
Indie B-Ds late to the robo game
NEWS FINTECH OCT 27, 2015
Indie B-Ds late to the robo game

IBDs haven't considered digital advice services as important enough to offer their advisers but that may change next year, with at least a couple ramping up to offer a robo in 2016.

By Alessandra Malito