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Following on Senate's heels, House members introduce resolution to stop DOL fiduciary rule
REGULATION AND LEGISLATION APR 15, 2016
Following on Senate's heels, House members introduce resolution to stop DOL fiduciary rule

While the Labor Department's modifications in the final rule have muted industry opponents for the moment, Congress continues the old fight.

By Mark Schoeff Jr.
Funds betting the gravity-defying gold rally isn't over yet
INDUSTRY NEWS APR 15, 2016
Funds betting the gravity-defying gold rally isn't over yet

Wagers on rally climb to highest since 2012, CFTC data show

By Bloomberg
Three GOP senators co-sponsor resolution to kill DOL fiduciary rule
RIAS APR 15, 2016
Three GOP senators co-sponsor resolution to kill DOL fiduciary rule

Three GOP senators co-sponsor a resolution to kill the regulation, though it's seen as symbolic, as President Obama would surely veto the measure if it passed.

By Christine Idzelis
Money managers dump $3 billion of Treasury ETFs as haven appeal ebbs
INDUSTRY NEWS APR 15, 2016
Money managers dump $3 billion of Treasury ETFs as haven appeal ebbs

Treasuries on course to biggest weekly drop since March 11

By Bloomberg
Watch out, boomers, here comes 70 and those RMDs
RETIREMENT PLANNING APR 15, 2016
Watch out, boomers, here comes 70 and those RMDs

Mandatory payouts from savings plans may trigger new taxes.

By Bloomberg
Longevity can be an asset in retirement
RETIREMENT PLANNING APR 15, 2016
Longevity can be an asset in retirement

Unprecedented surge in older Americans could be a boon to charities, nonprofits.

By Mary Beth Franklin
Don't just rely on life insurance illustrations
LIFE INSURANCE AND ANNUITIES APR 15, 2016
Don't just rely on life insurance illustrations

When reviewing life insurance options, advisers should look beyond hypothetical valuations.

By Barry Flagg
INDUSTRY NEWS APR 15, 2016
Young advisers want a future, not handouts

Three changes would make the financial advice industry more nurturing and appealing for young professionals

By Liz Skinner
Top young financial advisers for your rolodex
INDUSTRY NEWS APR 15, 2016
Top young financial advisers for your rolodex

The best and brightest who are set to transform the way you grow your wealth.

By Ellie Zhu
Traditional or Roth 401(k): How to choose
RETIREMENT PLANNING APR 14, 2016
Traditional or Roth 401(k): How to choose

Deciding between a traditional and Roth 401(k) is essentially a bet on how your future income tax rates will compare to their current rate.

By Tim Steffen
What does 'best interest' mean anyway? Texas Tech seeks more clarity on DOL fiduciary rule for advisers
RIAS APR 14, 2016
What does 'best interest' mean anyway? Texas Tech seeks more clarity on DOL fiduciary rule for advisers

A professor formed an initiative to define the term and help advisers understand the DOL's fiduciary rule.

By Christine Idzelis
Steven Cohen gets back to managing money
ALTERNATIVES APR 14, 2016
Steven Cohen gets back to managing money

<i>Breakfast with Benjamin</i> The dust around SAC Capital has settled enough so that Steven Cohen has a new entry point into the asset management business.

By Jeff Benjamin
RETIREMENT PLANNING APR 14, 2016
Homeownership no longer pays at tax time

The tax benefits of homeownership has been elusive for typical buyers since mortgage rates started tumbling in 2008.

By Bloomberg
RETIREMENT PLANNING APR 14, 2016
What Americans really pay in taxes

Are you paying your &quot;fair share&quot; in taxes? See how your tax burden stacks up against other taxpayers.

By Bloomberg
Gundlach calls negative rates 'dumbest, most horrible' idea
FIXED INCOME APR 14, 2016
Gundlach calls negative rates 'dumbest, most horrible' idea

Best place to hide if rates go negative is government bonds.

By Jeff Benjamin
Wirehouses seen winning in DOL's final fiduciary rule
RETIREMENT PLANNING APR 14, 2016
Wirehouses seen winning in DOL's final fiduciary rule

Brokers may continue selling higher-cost proprietary products if they meet certain conditions.

By Christine Idzelis
Active fund managers smarting from brutal 2016 start
INDUSTRY NEWS APR 14, 2016
Active fund managers smarting from brutal 2016 start

Managers trailed benchmarks by one of the highest rates in two decades. The reason: stocks they avoided went up, and the ones they owned went down.

By Bloomberg
EQUITIES APR 14, 2016
Loomis Sayles goes global as investors continue to shun domestic equity funds

New fund will leverage expertise, diversify product lineup.

By Jeff Benjamin
Precious-metals funds emerge as a powerful leveraged gold play
EQUITIES APR 14, 2016
Precious-metals funds emerge as a powerful leveraged gold play

The risk-on strategy when the market goes risk-off.

By Jeff Benjamin
J.P. Morgan broker-dealer and custodian fined $1 million
INDUSTRY NEWS APR 13, 2016
J.P. Morgan broker-dealer and custodian fined $1 million

The bank's broker-dealer and custody and clearing arm allegedly violated SEC and Finra rules through operational, supervisory and record-keeping misconduct.

By Greg Iacurci