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RETIREMENT PLANNING FEB 19, 2015
Suit against Social Security may shake up planning for LGBT clients

Couples file suit against agency, as Social Security attempts to recoup benefit overpayments.

By Darla Mercado
RETIREMENT PLANNING FEB 19, 2015
Mr. Cub's will lists caregiver as sole heir, sparking court battle

Central questions, as in many such cases, will be whether Ernie Banks was of sound mind

By Danielle and Andy Mayoras, Guest Contributors
Is male traders' overconfidence responsible for market bubbles?
INDUSTRY NEWS FEB 19, 2015
Is male traders' overconfidence responsible for market bubbles?

Research shows more women traders equals smaller and fewer blow-ups.

By Liz Skinner
Oil finds the sweet spot for debate over how, or if, to invest
ALTERNATIVES FEB 19, 2015
Oil finds the sweet spot for debate over how, or if, to invest

Buy low now vs. waiting a year and hoping for the best from the commodity.

By Jeff Benjamin
Here's how stocks will react to rising interest rates
EQUITIES FEB 19, 2015
Here's how stocks will react to rising interest rates

For investors worried about how stocks will react to rising interest rates, last week's trading may provide some guidance. To wit: Following the biggest one-week jump in 10-year Treasury yields in more than a year, investors are selling the highest-yielding companies in the S&P 500.

By Bloomberg
New defenses necessary for protecting client data
FINTECH FEB 19, 2015
New defenses necessary for protecting client data

From the president down, experts say data security is the responsibility of all who hold sensitive information.

By Liz Skinner
Some advisers still not following social media movement
FINTECH FEB 19, 2015
Some advisers still not following social media movement

As many in the industry endorse the merits of online networks, some are bucking the trend by eschewing LinkedIn and Twitter altogether.

By Alessandra Malito
OPINION FEB 19, 2015
Social media roadblocks need to be removed

As social becomes more relevant to advisers' practices, regulators need to get out of the way

By FGabriel
4 big reasons financial advisers are better than robo-advisers
FINTECH FEB 19, 2015
4 big reasons financial advisers are better than robo-advisers

It's true that robos are competitors but human advisers are still better, it's just a mater of communicating value.

By Sheryl Rowling
RETIREMENT PLANNING FEB 19, 2015
A crash course on Social Security benefits for gay couples

Two-thirds of states and Washington now allow same-sex marriage, opening the door for spousal and survivor benefits

By Mary Beth Franklin
PRACTICE MANAGEMENT FEB 19, 2015
Firms pumping millions into their compliance departments to keep regulators at bay

Compliance specialists, like LPL's David Bergers, are being paid millions to help firms keep regulators at bay. But is the surge in investment in compliance worth it?

By Bruce Kelly
Ritholtz Wealth Management launches robo platform
FINTECH FEB 19, 2015
Ritholtz Wealth Management launches robo platform

Digital startup Upside powers Barry Ritholtz and Josh Brown's new platform for emerging investors

By Joyce Hanson
ETF outdoes hedge funds in the M&A game
EQUITIES FEB 18, 2015
ETF outdoes hedge funds in the M&A game

In trying to capitalize on the news of mergers and acquisitions, hedge funds are being outdone by an exchange-traded fund clone.

By Bloomberg
HealthCare.gov tax document snafu bungles filing season for advisers, CPAs
RETIREMENT PLANNING FEB 18, 2015
HealthCare.gov tax document snafu bungles filing season for advisers, CPAs

As many as 800,000 taxpayers received tax documents with erroneous information.

By Darla Mercado
RIAS FEB 18, 2015
The bottom for oil prices isn't even in sight yet

<i>Breakfast with Benjamin</i>: Supply and demand math could mean $10 oil. Plus: Eric Holder takes a parting shot at Wall Street, SEC filings show how hedge funds did and didn't navigate the markets, and it's hard to bet against sin stocks.

By Jeff Benjamin
Bargain hunter Klarman finds opportunity in energy stocks as oil prices drop
EQUITIES FEB 18, 2015
Bargain hunter Klarman finds opportunity in energy stocks as oil prices drop

Money manager Seth Klarman identified opportunities last year in energy after oil prices plunged. But with bargains drying up, the $28.5 billion Baupost Group's cash balances grew and the bargain hunter challenged the Fed's easy money policy.

By Bloomberg
Sallie Krawcheck: Don't underestimate robo-advisers
RIAS FEB 18, 2015
Sallie Krawcheck: Don't underestimate robo-advisers

Sallie Krawcheck says online advice industry is filling a gap in the marketplace.

By Trevor Hunnicutt
Testing Social Security 'what if' scenarios
RETIREMENT PLANNING FEB 18, 2015
Testing Social Security 'what if' scenarios

Advisers ask what happens to benefits when clients retire before 62.

By Mary Beth Franklin
Bill Gross: Federal Reserve will raise interest rates late in 2015
INDUSTRY NEWS FEB 18, 2015
Bill Gross: Federal Reserve will raise interest rates late in 2015

Any rate increase will be slow to avoid startling market, and caution will prevail for a long time, the fund manager predicts.

By Bloomberg
Global bankers are painting the Fed into a corner
EQUITIES FEB 18, 2015
Global bankers are painting the Fed into a corner

<i>Breakfast with Benjamin</i> features the Federal Reserve being caught between a rock and a hard place on rate hikes. Plus: Greeks vote to kick the can down the road, Obama's tax grab looks like a blueprint for the future, and a billionaire tells Americans to spend less money

By Jeff Benjamin