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ALTERNATIVES FEB 21, 2014
Is gold still an attractive investment?

Last week's string of positive U.S. economic data is once again drawing attention to the direction of gold prices. What will trigger the precious metal's next valuation move?

By Jeff Benjamin
FINTECH FEB 20, 2014
Online brokerage Motif introduces flat fees for advisers

Silicon Valley startup also raises $35 million in funding from venture group.

By Trevor Hunnicutt
RETIREMENT PLANNING FEB 20, 2014
Rate-of-return analysis shows value of delaying Social Security

Here's how higher-earning spouses should maximize benefits.

By Mary Beth Franklin
INDUSTRY NEWS FEB 20, 2014
SEC says investors need to know more about fees

Seemingly small or hidden fees can cause a big dent in portfolios over the long term, regulator warns

By Mason Braswell
RETIREMENT PLANNING FEB 20, 2014
Should you carry a mortgage into retirement?

A new tool can help resolve an age-old debate

By Mary Beth Franklin
RIAS FEB 20, 2014
Schwab aims to help breakaways skip IBDs on path to independence

Broker-dealers are no longer considered a necessary step on the road to RIA, says Bernard Clark, head of the adviser services division at Charles Schwab.

By Trevor Hunnicutt
RETIREMENT PLANNING FEB 20, 2014
Michael Jackson vs. IRS: Thriller battle over value of the estate

For rich and famous clients (like the late Michael Jackson), careful planning is needed to keep the Tax Man from plundering the estate.

By Darla Mercado
RIAS FEB 20, 2014
SEC zeroes in on brokers with high rollover batting averages

Commission and Finra are concerned that brokers are steering investors into higher-fee accounts.

By Mark Schoeff Jr.
EQUITIES FEB 20, 2014
Emerging-markets selloff sparks global concerns

<i>Breakfast with Benjamin:</i> Emerging market selloff raises contagion fears. Plus: Short-selling starts to make sense, Bill Gross plans to work till he's 109, Obamacare triggers downgrade of health insurers, economists bicker over minimum wage laws, and tricks of debt-free Americans.

By Jeff Benjamin
INDUSTRY NEWS FEB 20, 2014
Fidelity president O'Hanley to leave in February

In note to employees, Abby Johnson says money management unit 'performing well.'

By James Comtois
RIAS FEB 20, 2014
Buy your way toward higher assets under management

Acquiring clients can be a winning growth strategy, particularly for young advisers.

By Liz Skinner
RIAS FEB 20, 2014
7 business-building lessons advisers can learn from Amazon

Amazon went from nothing to $150 billion in market cap in just 20 years. What can you learn from its success and apply to your own firm?

By Steve Sanduski
REGULATION AND LEGISLATION FEB 20, 2014
Careful: Corporate credit card charges can kill a career

Finra seeking to bar advisers even in small expense account error cases. <i>Check out these <a href=&quot;http://www.investmentnews.com/gallery/20140120/FREE/120009998/PH&quot; target=&quot;_blank&quot;>8 expense account blunders &amp;mdash; from the wacky to the mundane</a></i>

By Mason Braswell
WIREHOUSES FEB 20, 2014
Morgan Stanley tweaks compensation plan

Morgan Stanley will reduce payouts to low-performing experienced brokers, expand awards for hitting performance targets and enhance bonuses for increasing lending, according to details of the plan confirmed by <i>InvestmentNews</i>.

By Trevor Hunnicutt
PRACTICE MANAGEMENT FEB 20, 2014
SEC to take 'swipe' at RIAs that have never been examined

In 2014, SEC officials expect to take a 'swipe' at the group of about 4,000 RIAs that have never been examined before, but critics are skeptical. It's no game of gotcha, the agency's compliance chief says.

By Trevor Hunnicutt
REGULATION AND LEGISLATION FEB 20, 2014
Finra nudging brokers toward a fiduciary standard?

Finra's report on how to avoid conflicts of interest seems to be pushing brokers toward the fiduciary standard already used by investment advisers. How far can it go?

By Mark Schoeff Jr.
PRACTICE MANAGEMENT FEB 20, 2014
Face it: Americans resent how well industry is paid

The financial services business is out of touch regarding the sensitive issue of compensation even as the American public remains angry at Wall Street bankers for the credit crisis. Bruce Kelly explains.

By Bruce Kelly
RETIREMENT PLANNING FEB 20, 2014
Advisers missing opportunity as Gen Xers short on life insurance

Gap between what they have and what they need closing in on $450,000.

By Darla Mercado
RETIREMENT PLANNING FEB 19, 2014
Mary Beth Franklin: Mitigating Medicare costs

By lkonish
INDUSTRY NEWS FEB 19, 2014
Don't be fooled by companies beating estimates

Hedge-fund titan says market rally has been fueled by conditions that are difficult to sustain

By Matt Ackermann