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Mary Beth Franklin: Slowing drug costs temper health care inflation
RETIREMENT PLANNING OCT 03, 2018
Mary Beth Franklin: Slowing drug costs temper health care inflation

But medical expenses will consume a growing portion of retirement budgets.

By Mary Beth Franklin
Settlements at old Schorsch REIT could cost shareholders $730 million
ALTERNATIVES OCT 03, 2018
Settlements at old Schorsch REIT could cost shareholders $730 million

Accounting scandal from 2014 could wind up costing shareholders 75 cents per share, analyst says.

By Bruce Kelly
JB Investment Management joins RMB Capital
FIXED INCOME OCT 03, 2018
JB Investment Management joins RMB Capital

JB Investment Management helps RMB expand their fixed income offerings for clients.

By Bloomberg
Ohio National to end brokerage arrangements, eliminate adviser compensation on variable annuities
INDEPENDENT BROKER DEALERS OCT 02, 2018
Ohio National to end brokerage arrangements, eliminate adviser compensation on variable annuities

Financial advisers say the move will leave their clients vulnerable and sets a bad industry precedent.

By Greg Iacurci
Stock market's blowout third quarter attracts retail investors
EQUITIES OCT 01, 2018
Stock market's blowout third quarter attracts retail investors

But Wall Street strategists are urging caution amid forecasts that profit growth will slow.

By Bloomberg
BlackRock is the winner and loser in this bond ETF fee fight
ETFS OCT 01, 2018
BlackRock is the winner and loser in this bond ETF fee fight

Cheaper corporate bond exchange-traded fund sees big inflows, while a similar BlackRock fund with higher expenses sees outflows

By Bloomberg
Long-term-care insurance gets a boost, but there's more to do
RETIREMENT PLANNING SEP 29, 2018
Long-term-care insurance gets a boost, but there's more to do

Kudos to the NAIC for making LTC policies safer.

By crain-api
An adviser's guide to Medicare open enrollment
RETIREMENT PLANNING SEP 28, 2018
An adviser's guide to Medicare open enrollment

Encourage clients to review their drug coverage and Advantage plans for 2019.

By Mary Beth Franklin
John Hancock testing wellness programs for long-term-care policyholders
RETIREMENT PLANNING SEP 28, 2018
John Hancock testing wellness programs for long-term-care policyholders

The insurer, which recently doubled down on a strategy to encourage healthy living among life-insurance clients, is now doing the same on the LTC side.

By Greg Iacurci
Health-care planning presents an opportunity for advisers
RETIREMENT PLANNING SEP 27, 2018
Health-care planning presents an opportunity for advisers

New tools calculate costs, potential savings and solutions.

By Mary Beth Franklin
Masterworks is opening fine art investing to the masses
ALTERNATIVES SEP 27, 2018
Masterworks is opening fine art investing to the masses

Investors can buy into a Monet painting for $21.05 a share; a Warhol piece goes for $20 a share.

By Sarah Min
House approves retirement-savings bill that eases use of annuities in workplace plans
RETIREMENT PLANNING SEP 27, 2018
House approves retirement-savings bill that eases use of annuities in workplace plans

Supporters hope Senate will move similar legislation to increase chances in lame-duck session

By Mark Schoeff Jr.
Cash comes into focus as interest rates continue ascent
RIA NEWS SEP 26, 2018
Cash comes into focus as interest rates continue ascent

Yields on money market funds, short-term CDs and other cash accounts have risen as the Fed continues to raise interest rates, and this has big implications for advisers.

By Greg Iacurci
Secrets Behind Success: How do top firms retain great talent? (Hint: It's not all about the money)
RETIREMENT PLANNING SEP 26, 2018
Secrets Behind Success: How do top firms retain great talent? (Hint: It's not all about the money)

Most leaders at some point have found themselves discussing how to “keep” a certain talented individual from leaving the organization. There are several powerful tools for retention, but which strategies are proven to deliver real results?

By Gillian Albert
BlackRock, Thomson Reuters launch new diversity and inclusion ETF
ALTERNATIVES SEP 24, 2018
BlackRock, Thomson Reuters launch new diversity and inclusion ETF

Index fund aims to go beyond single issues like gender and race to capture a broader spectrum of ESG initiatives.

By Ryan W. Neal
Bank-heavy ETFs see brisk demand amid rising interest rates
ETFS SEP 24, 2018
Bank-heavy ETFs see brisk demand amid rising interest rates

A steeper yield curve can help banks earn more on the money they lend out.

By Bloomberg
LPL video about private equity looks like a swipe at Cetera
ALTERNATIVES SEP 21, 2018
LPL video about private equity looks like a swipe at Cetera

Recruiting video warns about potential consequences for advisers when a PE firm buys a broker-dealer.

By Bruce Kelly
Invesco said to be in talks to purchase OppenheimerFunds
MUTUAL FUNDS SEP 21, 2018
Invesco said to be in talks to purchase OppenheimerFunds

MassMutual's sale of the unit has been estimated to fetch $5 billion.

By Bloomberg
How advisers can help cancer patients tackle financial distress
OPINION SEP 21, 2018
How advisers can help cancer patients tackle financial distress

The Foundation for Financial Planning is calling for a national response to the potential financial ruin of families fighting the disease through the Pro Bono for Cancer Campaign

By Jon Dauphiné
Orthodontists aren't smiling about teeth-straightening startups
RETIREMENT PLANNING SEP 20, 2018
Orthodontists aren't smiling about teeth-straightening startups

Companies like SmileDirectClub will correct misaligned teeth for much less money.

By Bloomberg