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Dividend stocks might be a better than annuities for income investors
EQUITIES APR 09, 2015
Dividend stocks might be a better than annuities for income investors

<i>Breakfast with Benjamin</i>: Could dividend stocks actually be a better deal than an annuity for income investors?

By Jeff Benjamin
'Beyond beta': better than 'smart'?
INDUSTRY NEWS APR 09, 2015
'Beyond beta': better than 'smart'?

The term smart beta may be too entrenched to dislodge but perhaps it's time to think of another way to characterize it.

By Brandon Thomas
Three sectors that should report above-average earnings
EQUITIES APR 09, 2015
Three sectors that should report above-average earnings

Financial, health care and consumer discretionary sectors should shine.

By Jeff Benjamin
Gross sees Fed hike by September, even as job growth slows
INDUSTRY NEWS APR 09, 2015
Gross sees Fed hike by September, even as job growth slows

Manager at odds with market, where expectations for fall increase declined after weak February employment report.

By Bloomberg
OPINION APR 09, 2015
Bonus disclosure deserves second look

Finra should seriously consider suggestions for changes to its proposed broker bonus disclosure rule.

By MFXFeeder
LIFE INSURANCE AND ANNUITIES APR 08, 2015
Willis Group and Towers Watson to merge

The newly combined advisory and insurance company will be named Willis Towers Watson and have revenue of approximately $8.2 billion.

By James Comtois
INDUSTRY NEWS APR 08, 2015
Older investors opening up to socially conscious investing

More investors are now seeing potential returns in funds that espouse a cause.

By Srividya Kalyanaraman
ESG APR 08, 2015
Older investors opening up to socially conscious investing

View that such investments are throwaways is changing as returns come in

By Srividya Kalyanaraman
How to turbocharge target-date funds
EQUITIES APR 08, 2015
How to turbocharge target-date funds

<i>Breakfast with Benjamin</i> Focusing on small-cap stocks could be a recipe for boosting a target-date fund.

By Jeff Benjamin
RETIREMENT PLANNING APR 08, 2015
Is this who you want looking at your taxes?

IRS workers increasingly disgruntled as budget is slashed

By Bloomberg
Will your clients really save more when the kids leave home?
RETIREMENT PLANNING APR 08, 2015
Will your clients really save more when the kids leave home?

A new study by the Center for Retirement Research at Boston College ran the numbers.

By Bloomberg
OPINION APR 08, 2015
Help clients make the most of tax season

Tax season is the perfect time to help clients take a look back &amp;mdash; and ahead &amp;mdash; in order to address their retirement plans.

By MFXFeeder
2 health savings account changes clients can make to unlock their full potential
RETIREMENT PLANNING APR 08, 2015
2 health savings account changes clients can make to unlock their full potential

Tweaks to HSA investment vehicles and what the accounts are used for can pay dividends to clients.

By Peter Stahl
Millennials don't feel like top priorities for advisers
INDUSTRY NEWS APR 08, 2015
Millennials don't feel like top priorities for advisers

The assets-under-management mentality of the advice business puts barrier between advisers and young, not wealthy investors.

By Alessandra Malito
Fired $1.3B Merrill broker speaks out
PRACTICE MANAGEMENT APR 08, 2015
Fired $1.3B Merrill broker speaks out

A 33-year veteran,Thomas Buck won't fight the wirehouse's allegations and is looking to move on after his sudden, unexpected termination

By Mason Braswell
PRACTICE MANAGEMENT APR 08, 2015
Answering the questions raised by the DOL's fiduciary proposal

For complete balance, all interested parties should weigh in and the government should listen.

By Dale Brown
Don't be left behind by robo revolution
FINTECH APR 08, 2015
Don't be left behind by robo revolution

Entrance of big players like Schwab will accelerate changes in the way financial advice is delivered to consumers

By Joe Duran
RETIREMENT PLANNING APR 08, 2015
Resurgence ahead for life settlements industry?

Underfunded universal life policies' loss may be a gain for secondary insurance market.

By Darla Mercado
MUTUAL FUNDS APR 07, 2015
Goldman Sachs starting two money market funds, changing others to address new rules

Goldman Sachs Financial Square Federal Instruments Fund will invest in government securities only and cater to investors seeking state-tax-exempt income.

By Bloomberg
Vanguard digital advice platform gives investors choice on active vs. passive
RETIREMENT PLANNING APR 07, 2015
Vanguard digital advice platform gives investors choice on active vs. passive

Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.

By Trevor Hunnicutt