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LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year
NEWS EQUITIES SEP 02, 2015
LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year

In the face of a spike in market volatility, the two firms are doubling down on surprisingly bullish predictions that the S&P 500 will close out the year notably higher than where it started.

By Trevor Hunnicutt
Pension giant CalSTRS ponders dumping $20B in stocks and bonds in favor of alt strategies
NEWS EQUITIES SEP 02, 2015
Pension giant CalSTRS ponders dumping $20B in stocks and bonds in favor of alt strategies

<i>Breakfast with Benjamin</i>: CalSTRS, the country's second-largest pension fund, considers moving $20 billion out of traditional investments and into alternatives.

By Jeff Benjamin
NEWS INDUSTRY NEWS SEP 02, 2015
First crowdfunded condos in Manhattan to be unveiled

Crowdfunding for commercial real estate will more than double to $2.57 billion this year.

By Bloomberg
Advisers who fled Pimco Total Return pay a price in 2015
NEWS FIXED INCOME SEP 02, 2015
Advisers who fled Pimco Total Return pay a price in 2015

Funds that won money from Pimco lag Bill Gross' replacements this year, but advisers say it will take more than a few months of outperformance to win back their business.

By Trevor Hunnicutt
As stock market enters correction, some advisers look to buy
NEWS EQUITIES SEP 02, 2015
As stock market enters correction, some advisers look to buy

With the stock market's correction no longer a matter of if, some market watchers and financial advisers have taken to preaching a sense of calm as investors hunker down for a heretofore rare bout of volatility, not a bear market.

By Jeff Benjamin
Pimco stops offering equity in firm to top managers
NEWS INDUSTRY NEWS SEP 02, 2015
Pimco stops offering equity in firm to top managers

New long-term incentive plan replacing the M shares tilts compensation away from growth and toward guaranteed payouts.

By Bloomberg
Technology can help keep clients calm amid market chaos
NEWS FINTECH SEP 02, 2015
Technology can help keep clients calm amid market chaos

Your CRM is a powerful tool that can help you send out a blast email to all of your clients at the touch of a button.

By Sheryl Rowling
NEWS INDUSTRY NEWS SEP 02, 2015
RIA sales undone because of psychology

In a new white paper, Mark Hurley delves into the art of the deal

By Srividya Kalyanaraman
NEWS INDUSTRY NEWS SEP 01, 2015
Low-volatility ETFs can protect you from stomach-churning market swings

The price for a smoother ride is lower returns.

By Bloomberg
More mutual funds go to cash as volatility continues
NEWS INDUSTRY NEWS SEP 01, 2015
More mutual funds go to cash as volatility continues

Amid market volatility, more mutual funds are playing it safe, but should they be sitting on the sidelines?

By Jeff Benjamin
NEWS RETIREMENT PLANNING SEP 01, 2015
Next year's Medicare premium hike is worst-case scenario for retirees

Premiums have been rising twice as fast as Social Security COLAs.

By Mary Beth Franklin
NEWS EQUITIES SEP 01, 2015
Go-anywhere bond funds have failed to go anywhere positive over the past year

<i>Breakfast with Benjamin</i>: Nontraditional bond funds that sounded too good to be true are looking like a bust, so far.

By Jeff Benjamin
As volatility continues, more mutual funds go to cash
NEWS EQUITIES SEP 01, 2015
As volatility continues, more mutual funds go to cash

Amid market volatility, more mutual funds are playing it safe, but should they be sitting on the sidelines?

By Jeff Benjamin
Advisers should address these legal issues before clients' kids head to college
NEWS INDUSTRY NEWS SEP 01, 2015
Advisers should address these legal issues before clients' kids head to college

Power of attorney is among the documents that can help reduce stress when a student is away.

By Liz Skinner
Goldman Sachs' BDC launch signals high-yield investments on the rise
NEWS ALTERNATIVES SEP 01, 2015
Goldman Sachs' BDC launch signals high-yield investments on the rise

Financial advisers would be wise to bone up on the asset class because they'll be getting sales pitches.

By Jeff Benjamin
NEWS PRACTICE MANAGEMENT AUG 31, 2015
Men, women & money: What we can learn from each other

Financial advisers see differences play out and they're not necessarily bad. Here's what men and women can learn from each other.

By Gayle Reed
NEWS INDUSTRY NEWS AUG 31, 2015
Global inflation could derail Fed's plan to bring rates back to normal

Pricing trends around the world raise the question of whether the Federal Reserve will be confident that inflation in the U.S. will move back to its 2% objective.

By Ion Dan
NEWS RETIREMENT PLANNING AUG 31, 2015
Dynasty trust planning: A tax-efficient way to manage your family's assets

It is an estate-planning tool through which a parent's or grandparent's assets can pass on to future generations without being subject to gift, estate or generation-skipping transfer taxes.

By Michelle Canerday and Robert Gerber
Making bigger bets with smaller portfolios
NEWS EQUITIES AUG 31, 2015
Making bigger bets with smaller portfolios

A fund with a limited number of stocks might outperform in volatile markets

By Jeff Benjamin
NEWS RETIREMENT PLANNING AUG 31, 2015
How and why to file for Social Security benefits online

Given long waits on the phone or for in-person appointments, online applications could be the best way to go.

By Mary Beth Franklin