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FIXED INCOME MAR 08, 2015
BlackRock takes Pimco assets with No. 1 total return fund

At a recent BlackRock event, fund manager Rick Rieder told about 100 advisers that he expects interest rates to remain low. The talk was enough to persuade at least one adviser to shift even more client money from Pimco to BlackRock.

By Bloomberg
40 under 40 2015 alumni - Where are they now?
INDUSTRY NEWS MAR 06, 2015
40 under 40 2015 alumni - Where are they now?

Updates from our inaugural <i>InvestmentNews</i> 40 Under 40 class will convince you to make a nomination this year.

By CNELSON
The smoke and mirrors of stock repurchase plans
EQUITIES MAR 06, 2015
The smoke and mirrors of stock repurchase plans

<i>Breakfast with Benjamin</i>: These plans are all the rage, but whether they provide any benefits to shareholders is a whole different issue.

By Jeff Benjamin
Intra-family loans: Not your ordinary wealth transfer strategy
RETIREMENT PLANNING MAR 06, 2015
Intra-family loans: Not your ordinary wealth transfer strategy

The formal agreements are another way to take advantage of low interest rates

By Darla Mercado
Big banks are stressing over the Fed's stress tests
EQUITIES MAR 06, 2015
Big banks are stressing over the Fed's stress tests

<i>Breakfast with Benjamin</i>: The bar will keep rising for banks as mixed stress test results come in for some of the world's largest banks.

By Jeff Benjamin
Line-by-line: Opportunities lie in your clients' income tax return
TAX MAR 06, 2015
Line-by-line: Opportunities lie in your clients' income tax return

Though the individual income tax return is a window into the past, what it reveals can shape savings and investment strategies into the future. Advisers can mine the 1040 for information and savings ideas for clients.

By Darla Mercado
EQUITIES MAR 06, 2015
Nasdaq Index: Then & Now

Drag the vertical slide left and right to compare how life has changed since 2000, the last time the popular index hit 5,000.

By Ellie Zhu
Senator questions widespread tax dodges used by wealthy
ALTERNATIVES MAR 06, 2015
Senator questions widespread tax dodges used by wealthy

Calls for curb to 'egregious tax loopholes' that enable varying tax bills for investors with the same underlying assets.

By Mark Schoeff Jr.
Japanese stock funds reflecting long-awaited economic turnaround
EMERGING MARKETS MAR 06, 2015
Japanese stock funds reflecting long-awaited economic turnaround

'Abe-enomics' joins quantitative easing with corporate patriotism

By Jeff Benjamin
Morgan Stanley's 'Hunger Games' parody whips financial Twitter into a frenzy
FINTECH MAR 06, 2015
Morgan Stanley's 'Hunger Games' parody whips financial Twitter into a frenzy

Twitter reacts to Morgan Stanley's 'Margin Games' Hunger Games parody.

By Andrew Leigh
Company stock fading in 401(k) plans
RETIREMENT PLANNING MAR 06, 2015
Company stock fading in 401(k) plans

Knowledge about diversification, restrictions and concern about lawsuits drive decline.

By Robert Steyer
BROKER DEALERS MAR 06, 2015
SEC's Gallagher slams White House fiduciary memo as 'propaganda'

Commissioner says administration ignores industry's stiff oversight by market regulators.

By Bloomberg
Did Merrill Lynch's latest high-profile recruiting coup break the bank?
EQUITIES MAR 06, 2015
Did Merrill Lynch's latest high-profile recruiting coup break the bank?

<i>Breakfast with Benjamin</i> A record Merrill Lynch signing bonus might have pushed its monetary limit. Plus: Loving European stocks but hating the euro, taking a fresh look at gold, and protecting the nest egg from rising drug costs.

By Jeff Benjamin
Independent broker-dealers take aim at the next generation of clients
FINTECH MAR 06, 2015
Independent broker-dealers take aim at the next generation of clients

Millennials, robo-advice and female clients top the IBD agenda.

By Sarah O'Brien
OPINION MAR 06, 2015
Get the conversation started on LinkedIn

Social media site offers many ways to get a real dialogue going with members of your network.

By Kristin Andree
RIAS MAR 05, 2015
Wells Fargo sues RIA for $1.7 million over raiding

Firm claims former adviser was a &#8220;Trojan horse&#8221; funneling business to his new firm, RCM Wealth Advisors, before he joined.

By Mason Braswell
Social Security: Not such a great deal after all
RETIREMENT PLANNING MAR 05, 2015
Social Security: Not such a great deal after all

Payroll tax contributions exceed lifetime benefits for most workers.

By Mary Beth Franklin
No end in sight to increasing cost of long-term care insurance
RETIREMENT PLANNING MAR 05, 2015
No end in sight to increasing cost of long-term care insurance

The high price of elder care, longer life spans of retirees and persistently low interest rates are wreaking havoc in this corner of the insurance business.

By Bloomberg
Key lawmakers urge OMB to wait for SEC to act on fiduciary standard
INDUSTRY NEWS MAR 05, 2015
Key lawmakers urge OMB to wait for SEC to act on fiduciary standard

Sen. Boozman and Rep. Crenshaw say Labor Department should wait for SEC to act, claim rule will significantly hurt lower-income clients.

By Mark Schoeff Jr.
Social Security's negative returns
RETIREMENT PLANNING MAR 05, 2015
Social Security's negative returns

Payroll tax contributions exceed lifetime benefits for most workers. <i>(Hear Mary Beth Franklin <a href=&quot;https://home.investmentnews.com/clickshare/eventPurchase.do?CSProduct=investmentnews-event&amp;CSEventId=1204&quot; target=&quot;_blank&quot;>answer advisers' questions on Social Security</a> today at 4 p.m.)</i>

By Mary Beth Franklin