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OPINION FEB 29, 2016
Why indexed annuities eventually could outsell the variable variety

The factors influencing a shift toward indexed annuities and away from variable annuities

By Scott Stolz
Microsoft killing support for older Internet Explorer spells trouble for advisers
FINTECH FEB 29, 2016
Microsoft killing support for older Internet Explorer spells trouble for advisers

Microsoft is shutting down support for older versions of Internet Explorer next week, putting advisers who use the software at risk for malware and malicious cyberattacks.

By Alessandra Malito
MUTUAL FUNDS FEB 29, 2016
Is your 529 college plan one of the four with Morningstar gold?

Improvements to some plans include lower fees and an added layer of investment consultants.

By Liz Skinner
Advisers still aren't taking advantage of the opportunities, benefits 529s can provide clients
PRACTICE MANAGEMENT FEB 29, 2016
Advisers still aren't taking advantage of the opportunities, benefits 529s can provide clients

A deeper education in college savings plans could put you at the head of the adviser class in clients' eyes.

By Rich Calvario
INDUSTRY NEWS FEB 29, 2016
The latest 529 college savings plan data

By InvestmentNews Data and Liz Skinner
EQUITIES FEB 28, 2016
On guard against inflation

Warning signs of inflation have begun to appear, and advisers shouldn't be ignoring them

By MFXFeeder
INDUSTRY NEWS FEB 26, 2016
U.S. stocks rise with emerging markets

S&P 500 extends gains after manufacturing, construction data

By Bloomberg
EQUITIES FEB 26, 2016
Hedging the risk of Congress going after Roth retirement accounts

<i>Breakfast with Benjamin</i> Is it time to start hedging the risk that Congress might renege on its Roth promise?

By Jeff Benjamin
RETIREMENT PLANNING FEB 26, 2016
Rising home prices put a damper on aspirational online real estate searches

Traditionally, buyers browsing online listings have looked at homes that cost more than they are planning to spend, but that has changed in some pricey markets.

By Bloomberg
Wealthfront, staying true to robo roots, faces uphill battle in race for assets
FINTECH FEB 26, 2016
Wealthfront, staying true to robo roots, faces uphill battle in race for assets

As rivals expand, the robo hasn't hinted at any plans to partner with advisers.

By Alessandra Malito
EQUITIES FEB 26, 2016
The best strategy for this stock market is to own what hedge funds don't

<i>Breakfast with Benjamin</i> Turns out the key to navigating the current market environment is to do whatever hedge funds are not doing. It's that simple.

By Jeff Benjamin
Social Security issues new guidelines for popular file-and-suspend strategy
RETIREMENT PLANNING FEB 26, 2016
Social Security issues new guidelines for popular file-and-suspend strategy

Updated April 29 deadline looms for those who want to take advantage of current rules.

By Mary Beth Franklin
EQUITIES FEB 26, 2016
Tech stocks for dividends no longer a joke

Reason to like tech dividend payers: Most have enough cash to keep their dividends flowing for years.

By John Waggoner
SEC redesigns adviser website to help investors research brokers
FINTECH FEB 26, 2016
SEC redesigns adviser website to help investors research brokers

The Securities and Exchange Commission is helping investors do their due diligence with improved public disclosure.

By Alessandra Malito
BrokerCheck to post firings in three days instead of 15
REGULATION AND LEGISLATION FEB 26, 2016
BrokerCheck to post firings in three days instead of 15

Finra decided making the termination notice public more quickly was necessary to better inform investors considering hiring a broker.

By Mark Schoeff Jr.
RIAS FEB 25, 2016
Tiedemann Wealth Management and Presidio Capital Advisors merge in large RIA deal

Combined business will have about $13 billion in assets under advisement.

By Christine Idzelis
RIAS FEB 25, 2016
Advisers leave Wells Fargo to create $4.5 billion RIA firm GYL Financial

GYL joined Focus Financial's network this month as it seeks to expand through acquisition.

By Christine Idzelis
FINTECH FEB 25, 2016
Betterment incorporates external accounts onto its client and adviser platform

&#8220;Our goal is to be our customer's central financial relationship, where you do everything in the long term,&#8221; said Jon Stein, chief executive of Betterment.

By Alessandra Malito
RIAS FEB 25, 2016
It's easy to become a financial adviser

All you have to do is pass the Uniform Investment Adviser Law Examination and answer 72% of the questions correctly

By Bloomberg
RETIREMENT PLANNING FEB 25, 2016
Couple files Finra arbitration claim against Morgan Stanley in connection with energy investment

Attorney claims his clients lost more than $100,000 as U.S. oil prices collapsed.

By Christine Idzelis