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Federal Reserve opens door to interest rate hike
INDUSTRY NEWS MAR 26, 2015
Federal Reserve opens door to interest rate hike

Could this finally be the end of the era of record-low borrowing costs?

By Bloomberg
PRACTICE MANAGEMENT MAR 26, 2015
For rogue advisers, it's thirty strikes, but not out

Only penalties that make repeat offenders in the financial arena feel serious heat will deter illegal behavior.

By Andrew Leigh
FINTECH MAR 25, 2015
Why advisers should care that Nasdaq plans to tap into Bitcoin and its technology

As the cryptocurrency attempts to overcome hurdles to achieve wider acceptance, it should be on advisers' radar screens.

By Alessandra Malito
Why you might see your Social Security check shrink
RETIREMENT PLANNING MAR 25, 2015
Why you might see your Social Security check shrink

An income spike, such as from the sale of a property, can lead to higher Medicare costs.

By Mary Beth Franklin
Income spike can reduce Social Security benefits
RETIREMENT PLANNING MAR 25, 2015
Income spike can reduce Social Security benefits

Blame the temporary reduction on higher Medicare premiums.

By Mary Beth Franklin
FINTECH MAR 25, 2015
The war of words among robos

It's time to call a truce in the war of words among robo-rivals and get back to business.

By MFXFeeder
Dean Smith and the revocable living trust
INDUSTRY NEWS MAR 25, 2015
Dean Smith and the revocable living trust

Famed college basketball coach Dean Smith's plan to give $200 each to about 180 former players when he died was set in his revocable living trust, a great estate planning tool that's not for everyone.

By Bloomberg
Will the LearnVest-Northwestern Mutual deal lead to a culture clash?
FINTECH MAR 25, 2015
Will the LearnVest-Northwestern Mutual deal lead to a culture clash?

Learnvest-Northwestern deal bodes well for fin tech firms, robos, but it's uncertain whether the financial planning service can maintain its indie culture.

By Darla Mercado
Schwab keeps forced cash allocation for newly announced advisers' robo
FINTECH MAR 25, 2015
Schwab keeps forced cash allocation for newly announced advisers' robo

The custodian will require institutional users of its robo-platform to hold a certain amount of assets in cash. <i>(See also: <a href=&quot;http://www.investmentnews.com/gallery/20150310/FREE/310009998/PH&quot; target=&quot;_blank&quot;>10 top robo-advisers to watch</a>)</i>

By Alessandra Malito
Using LinkedIn to generate leads
OPINION MAR 25, 2015
Using LinkedIn to generate leads

Create a system for using the social media site to gain introductions to your target prospects.

By Kristin Andree
REGULATION AND LEGISLATION MAR 25, 2015
Clock now ticking on SEC's fiduciary standard

By Mark Schoeff Jr.
New retirement planning: How to spend your time, not your money
PRACTICE MANAGEMENT MAR 25, 2015
New retirement planning: How to spend your time, not your money

Many people in their 70s represent the last hurrah of the traditional image of American retirement.

By Mary Beth Franklin
PRACTICE MANAGEMENT MAR 25, 2015
How a uniform client service plan can help a fledgling firm grow

As industry competition continues to rise, advisers must take steps to grow their businesses quickly and sustainably.

By Drew Horter
Help clients avoid first-time RMD errors
IRA ALERT MAR 25, 2015
Help clients avoid first-time RMD errors

Steer clear of common mistakes and high penalties related to required minimum distributions.

By Ed Slott
With Obama's push, is fiduciary a done deal? Not so fast
RETIREMENT PLANNING MAR 25, 2015
With Obama's push, is fiduciary a done deal? Not so fast

Advisers, experts weigh in on DOL fiduciary rule's prospects and what it might end up looking like.

By Mark Schoeff Jr.
RIAS MAR 24, 2015
TD Ameritrade launches website to spur adviser advocacy

By Mark Schoeff Jr.
PRACTICE MANAGEMENT MAR 24, 2015
SEC Investor Advocate Fleming warns agency against diluting fiduciary standard

An SEC official, whose job is to represent retail investors, has warned the agency not to water down current investment-advice standards as it considers a rule to raise the bar for brokers.

By Mark Schoeff Jr.
TIAA-CREF manages Lipper award 'three-peat'
INDUSTRY NEWS MAR 24, 2015
TIAA-CREF manages Lipper award 'three-peat'

Retirement-oriented managers take top awards; other victors include American Funds, Oakmark and Lord Abbett.

By Trevor Hunnicutt
Stocks are looking more wobbly by the day
EQUITIES MAR 24, 2015
Stocks are looking more wobbly by the day

<i>Breakfast with Benjamin</i>: As the equity markets start to wobble, analysts start to claim they saw it all coming.

By Jeff Benjamin
SIFMA criticizes White House for ignoring existing regulations while pushing for DOL fiduciary rule
RETIREMENT PLANNING MAR 24, 2015
SIFMA criticizes White House for ignoring existing regulations while pushing for DOL fiduciary rule

Trade group releases report saying brokers 'thoroughly' regulated already with structure in place for 100 years.

By Mark Schoeff Jr.