Advisor News

Displaying 26834 results
REGULATION AND LEGISLATION NOV 06, 2012
New adviser survey doesn't bode well for Obama

The latest Brinker Barometer does not bode particularly well for President Obama.

By Jeff Benjamin
Mary Beth Franklin: Talk health care to clients — or lose them
RETIREMENT PLANNING NOV 06, 2012
Mary Beth Franklin: Talk health care to clients — or lose them

New survey shows few advisers are confident discussing medical costs; big price for ignoring the topic

By Mary Beth Franklin
Mary Beth Franklin: How to play the Social Security age game
RETIREMENT PLANNING NOV 05, 2012
Mary Beth Franklin: How to play the Social Security age game

Sometimes it makes sense for one spouse to claim benefits early.

By Mary Beth Franklin
REGULATION AND LEGISLATION NOV 05, 2012
Election to decide fiduciary regulation proposed by DOL

The fate of a proposed regulation that could have a profound impact on investment advisers is resting on the results of tomorrow's presidential election.

By Mark Schoeff Jr.
RETIREMENT PLANNING NOV 05, 2012
Retirement plan limits less limited next year

But catch-up contribution caps for workers 50 and older remain unchanged

By Mary Beth Franklin
Flat COLA: Medicare hikes will offset Social Security increase
RETIREMENT PLANNING NOV 05, 2012
Flat COLA: Medicare hikes will offset Social Security increase

The Social Security Administration on Tuesday announced that the cost-of-living-adjustment for 2013 will be a measly 1.7%. And as Mary Beth Franklin points out, that small increase could be gutted by hikes in Medicare premiums.

By Mary Beth Franklin
INsider: Pandit exit could pave way for Geithner, analyst says
WIREHOUSES NOV 05, 2012
INsider: Pandit exit could pave way for Geithner, analyst says

Surprise departure of Citigroup boss leaves Richard Bové flummoxed

By AOSTERLAND
TD's Nally: Wirehouses giving the kiss-off to 'wealth accumulators'
WIREHOUSES NOV 05, 2012
TD's Nally: Wirehouses giving the kiss-off to 'wealth accumulators'

Says newfound focus on wealthier clients alienating reps; breakaways on the rise

By AOSTERLAND
WIREHOUSES NOV 05, 2012
Morgan Stanley to up stake in MSSB joint venture

Morgan Stanley plans to purchase another 14% stake in Morgan Stanley Smith Barney LLC — the brokerage joint venture the firm formed with Citigroup in 2009.

By AOSTERLAND
Low-cost long-term care? It's a southern thing
RETIREMENT PLANNING NOV 04, 2012
Low-cost long-term care? It's a southern thing

States below the Mason-Dixon line least expensive for nursing homes, assisted living

By Darla Mercado
FINTECH NOV 04, 2012
No 'crew cut' to 401(k) tax breaks, ASPPA chief vows

By Mark Schoeff Jr.
RETIREMENT PLANNING NOV 04, 2012
MassMutual keeps payout at 7% for '13

By Darla Mercado
OPINION NOV 04, 2012
Make use of your precious right to vote

Voting is a basic right of all Americans. The importance of this right cannot be overstated, yet every election year, we hear and read reports of low voter turnout.

By MFXFeeder
LIFE INSURANCE AND ANNUITIES NOV 04, 2012
Insurers prepare for new risk management law

By MFXFeeder
RIA NEWS NOV 04, 2012
Cut exposure to Medicare taxes

By Jeff Benjamin
REGULATION AND LEGISLATION NOV 02, 2012
CFP Board lays out penalties for violations

The CFP Board's new sanction guidelines cover 40 types of misconduct

By Mark Schoeff Jr.
Graceland: Regulators offer extensions in wake of Sandy
REGULATION AND LEGISLATION NOV 01, 2012
Graceland: Regulators offer extensions in wake of Sandy

Finra and SEC to provide grace period on certain filings for firms located in areas hit by massive storm

By DJAMIESON
RETIREMENT PLANNING OCT 31, 2012
401(k) balances up dramatically

Market gains help boost average account balance to $75,900.

By Gregory Crawford
REGULATION AND LEGISLATION OCT 30, 2012
Election outcome to determine fate of controversial fiduciary reg

Obama win would mean green light for DOL proposal; Romney, red

By Mark Schoeff Jr.
REGULATION AND LEGISLATION OCT 30, 2012
Fiduciary standard center stage at TD confab

By DJAMIESON