Advisor News

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RIA NEWS NOV 11, 2012
Finally, an Advisor Center iPad app; Boulevard R introduces RetiremapHQ.com; New version of Adhesion

By Janowski Davis
RETIREMENT PLANNING NOV 11, 2012
Legg's plan for savings

By Darla Mercado
RETIREMENT PLANNING NOV 11, 2012
Women willing to ask for directions

By MFXFeeder
FINTECH NOV 11, 2012
New HP printers should appeal to smaller investment adviser firms

By MFXFeeder
RETIREMENT PLANNING NOV 09, 2012
Does The Hartford's VA buyout offer make sense for clients?

Could see more takers than buybacks proposed by rivals; 'great option if you're on your deathbed'

By Darla Mercado
REGULATION AND LEGISLATION NOV 09, 2012
Avoiding fiscal cliff comes down to war of wordplay

Will Obama settle for more 'revenue' rather than higher 'rates' from wealthy?

By Mark Schoeff Jr.
RETIREMENT PLANNING NOV 09, 2012
Health care cost estimates are crucial to retirement income planning

By Mary Beth Franklin
RETIREMENT PLANNING NOV 09, 2012
ING launches lifetime income practice management program

Pre-packaged seminars on key topics designed to attract and retain pre-retiree clients

By Mary Beth Franklin
RETIREMENT PLANNING NOV 09, 2012
'Slap' to reps as Jackson National cuts VA features on short notice

Reps are none too thrilled with Jackson National's cuts to some VA features, particularly since the carrier offered only a few days' notice before the changes take effect. Said one harried adviser: "It's offensive."

By Darla Mercado
RETIREMENT PLANNING NOV 09, 2012
Bizarre life settlement drama in Texas nearing an end

Investors to get their money back — in ten years or so

By Darla Mercado
RETIREMENT PLANNING NOV 09, 2012
Choli rollers: Aviva to settle charges in alleged church insurance scam

Insurer originally sought $2.1 million in case involving 131 parishioners; only two defendants left

By Darla Mercado
With VA bennies being jettisoned, customers hop on indexed annuities
RETIREMENT PLANNING NOV 09, 2012
With VA bennies being jettisoned, customers hop on indexed annuities

Search for guaranteed income boosts sales; rising stock market fails to lift VAs

By Darla Mercado
REGULATION AND LEGISLATION NOV 08, 2012
Revenue generator: Go after wealthy tax deadbeats, GAO says

IRS focus on individuals, small business with income over $200k could bring in extra $1B.

By Liz Skinner
Estate tools in a low-interest climate: Use 'em or lose 'em
RIA NEWS NOV 08, 2012
Estate tools in a low-interest climate: Use 'em or lose 'em

Different trusts benefit from puny rates, tax adviser says; 'lock those in now'

By Liz Skinner
Obama win means uncertainty the only certainty, advisers say
REGULATION AND LEGISLATION NOV 08, 2012
Obama win means uncertainty the only certainty, advisers say

Status quo election offers slim chance for compromise on fiscal cliff, tax cuts and fiduciary standard, advisers say following the Obama victory

By Mark Schoeff Jr.
Taxes deferred: Battle over investment tax breaks 'going to get ugly'
REGULATION AND LEGISLATION NOV 08, 2012
Taxes deferred: Battle over investment tax breaks 'going to get ugly'

Industry groups ready to go to the mat over deductions and other incentives

By Mark Schoeff Jr.
Higher taxes = less retirement savings: IRI survey
RETIREMENT PLANNING NOV 08, 2012
Higher taxes = less retirement savings: IRI survey

Majority of boomers say a rise in marginal rates and FICA would crimp their ability to put money away

By Darla Mercado
RETIREMENT PLANNING NOV 08, 2012
The $300,000 beneficiary form blunder

By MFXFeeder
Why advisers should root for small biz 401(k) reforms
RETIREMENT PLANNING NOV 08, 2012
Why advisers should root for small biz 401(k) reforms

Co-mingling assets in model plans would create scalable cost efficiencies

By Mary Beth Franklin
INDEPENDENT BROKER DEALERS NOV 07, 2012
Advocate for small broker-dealers sells her small broker-dealer

Lisa Roth's Keystone Capital cops an offer from Fortune Financial principals

By DJAMIESON