Latest


  • News
  • October 13, 2016

LendingClub introduces peer-lending robo for advisers

LendingRobot allows planners to create client accounts with unique risk and investment profiles.

  • News
  • October 12, 2016

Embattled Wells Fargo CEO John Stumpf throws in the towel

Tim Sloan will succeed Stump as the bank's chief executive

  • News
  • October 7, 2016

Why traditional balanced portfolio of 60% stocks, 40% bonds can still work for investors

Some financial advisers question the idea of having a bond-free portfolio

  • News
  • August 17, 2016

Insurers developing fee-based fixed-indexed annuities post-DOL fiduciary rule

Allianz, Voya, Symetra and Lincoln Financial are forging ahead into virtually uncharted waters for product development

  • News
  • July 15, 2016

A financial adviser’s guide to risk management software

Risk management software is getting a lot of attention following the new requirements introduced by the DOL fiduciary rule.

  • News
  • June 29, 2016

Biopharmaceutical Fortress Biotech to buy an independent broker-dealer

National Holdings Corp. said it reached an agreement to be acquired by Fortress, a biopharmaceutical company.

Advisers to start recommending ABLE plans to clients

Four states introduce accounts that help families save for special needs children

Massachusetts investment adviser Gregg Caplitz sentenced to prison for fraud, SEC says

He pitched a fictitious hedge fund to investors and used their money for his personal benefit

Returns are big, but the jury is still out on lawsuit investing

In addition to risks and returns, advisers need to worry about moral and ethical issues

Long-term-care insurance market sees rapid decline

A slew of factors, including low interest rates, increasing longevity and insurance company pricing blunders, have led to an industry on the skids. Will hybrid products save the day?