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INDUSTRY NEWS APR 28, 2016
T. Rowe Price shareholders vote down climate-change proposal

Plus: Hillary gets no love from T. Boone Pickens, former Treasury Secretary Larry Summer embraces Bitcoin, and Obama takes credit for changing Wall Street

By Jeff Benjamin
RETIREMENT PLANNING APR 28, 2016
Clients still need Social Security advice

File and suspend's elimination doesn't mean advisers should put Social Security planning on the shelf.

By MFXFeeder
EQUITIES APR 28, 2016
Two types of investors are driving the stock market rally

<i>Breakfast with Benjamin</i> Two types of investors are driving stocks' rally: Those who fear missing out on the rally, and those who see no alternatives to stocks.

By Jeff Benjamin
RETIREMENT PLANNING APR 28, 2016
Congress poised for its last stand against DOL fiduciary rule

The first installment of InvestmentNews' new <i>Fiduciary Focus</i> column looks inside the political wrangling taking place as the fiduciary rule nears finalization.

By Mark Schoeff Jr.
BROKER DEALERS APR 28, 2016
LPL reports paltry adviser gains in 2015

Revenue from commissions declined in the fourth quarter, as it has across the brokerage industry.

By Bruce Kelly
What you really need to think about when choosing a retirement destination
RETIREMENT PLANNING APR 27, 2016
What you really need to think about when choosing a retirement destination

Retirement expert reflects on how she and her husband chose the number-one state for pre-retirees without even knowing it.

By Mary Beth Franklin
Why independent broker-dealers are in survival mode
BROKER DEALERS APR 27, 2016
Why independent broker-dealers are in survival mode

<i>InvestmentNews</i> senior columnist Bruce Kelly talks about the challenges facing indie B-Ds and what many firms are doing to survive.

By InvestmentNews Staff
Relief for looming Social Security deadline
RETIREMENT PLANNING APR 27, 2016
Relief for looming Social Security deadline

Clients can file a protective form to protect their claiming rights.

By Mary Beth Franklin
Dispatch from the retirement front: Choosing a retirement destination
RETIREMENT PLANNING APR 27, 2016
Dispatch from the retirement front: Choosing a retirement destination

<i>InvestmentNews</i> contributing editor reflects on how she and her husband chose the number-one state for pre-retirees without even knowing it.

By Mary Beth Franklin
Social Security employees finally get instructions on how to implement new claiming rules
RETIREMENT PLANNING APR 27, 2016
Social Security employees finally get instructions on how to implement new claiming rules

But watch out: The range of advice issued by local offices and hotline operators has been very inconsistent.

By Mary Beth Franklin
FIXED INCOME APR 27, 2016
Donald Trump to Janet Yellen: 'If I'm elected, you're fired'

Plus: Wall Street wants to send Sanders packing to Cuba, silver outshines gold, and Harriet Tubman nabs a spot on the 20-spot

By Jeff Benjamin
Morningstar: The more you pay, the less you get from funds
MUTUAL FUNDS APR 27, 2016
Morningstar: The more you pay, the less you get from funds

High-fee, actively managed funds fail in the long term.

By John Waggoner
Nuveen's Bob Doll: Consumer stronger than you think
INDUSTRY NEWS APR 27, 2016
Nuveen's Bob Doll: Consumer stronger than you think

Rising employment, falling gas prices paint modestly bullish picture of the American consumer.

By John Waggoner
INDUSTRY NEWS APR 26, 2016
Fixed-income heavyweights ponder the 'most dangerous' bond market ever

Plus: Target-date fund success depends on the investor, you should have a will even if you aren't Prince, and historic levels of government paperwork.

By Jeff Benjamin
DOL fiduciary rule will impact less than 10% of Bank of America wealth assets, CFO says
REGULATION AND LEGISLATION APR 26, 2016
DOL fiduciary rule will impact less than 10% of Bank of America wealth assets, CFO says

Move to Merill Lynch One platform will blunt regulation's impact.

By Christine Idzelis
BlackRock joins Pimco warning investors to seek inflation hedge
MUTUAL FUNDS APR 26, 2016
BlackRock joins Pimco warning investors to seek inflation hedge

By Bloomberg
Galvin widens investigation into alleged RCS proxy fraud
BROKER DEALERS APR 26, 2016
Galvin widens investigation into alleged RCS proxy fraud

Massachusetts securities division examining independent broker-dealers that sold RCS alternative investments such as nontraded REITs.

By Bruce Kelly
PRACTICE MANAGEMENT APR 25, 2016
Advisers to face stricter anti-money-laundering rules

Government focus on rooting out financial crimes includes proposals to get advisers more involved.

By Liz Skinner
Lawsuits against fiduciary rule likely to cite DOL's lack of authority
REGULATION AND LEGISLATION APR 25, 2016
Lawsuits against fiduciary rule likely to cite DOL's lack of authority

Based on comment letters and testimony before Congress, a court challenge will probably focus on who brokers really answer to

By Mark Schoeff Jr.
BROKER DEALERS APR 25, 2016
Still plenty of headaches for independent broker-dealers in the DOL fiduciary rule

New business models, heavy compliance costs and figuring out 'reasonable' fees are among the items giving IBDs fits.

By Liz Skinner