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RETIREMENT PLANNING DEC 02, 2013
How to get clients to retire in (21st-century) style

Retirement has become a goal for the uninspired. When it comes to retirement planning, practice management expert Wayne Badorf and chief portfolio strategist Brian Jacobsen, both with Wells Fargo Asset Management, say it's time for the financial advice industry to wake up and smell the roses … and help their clients do the same.

By Wayne Badorf and Brian Jacobsen
EQUITIES DEC 02, 2013
Global markets riding high on the 'Yellen effect'

Did Janet Yellen affect global markets? Better believe it. Also, four U.S. banks get cut by Moody's, some big names load up on gold and yes, there's an ETF with a chunk of Twitter. From <i>InvestmentNews</i> senior columnist Jeff Benjamin, who adds a Turkey Day preview.

By Jeff Benjamin
INDUSTRY NEWS DEC 02, 2013
SEC to release crowdfunding rule easing investor verification

Small businesses raising money by selling shares over the Internet wouldn't have to verify that their backers comply with individual investment limits under a U.S. regulatory proposal set for a vote as soon as next week.

By Matt Ackermann
REGULATION AND LEGISLATION DEC 02, 2013
SEC aims to cut information overload in filings

Chairman Mary Jo White said the agency will review corporate disclosure rules to root out requirements that may be causing &#8220;information overload&#8221; for investors.

By Matt Ackermann
RIAS DEC 02, 2013
Strong market drives adviser assets sharply higher

IAA report finds number of SEC-registered investment advisers up only slightly.

By Mark Schoeff Jr.
INDUSTRY NEWS DEC 01, 2013
'Tis the year without volatility

Investors enjoy big rally with few shocks &amp;ndash; but drama ahead

By Jason Kephart
RETIREMENT PLANNING DEC 01, 2013
Letters to the editor

By MFXFeeder
OPINION DEC 01, 2013
Mapping out next year's game plan

This year has been great for stocks &#8212; far better than most investment gurus predicted. In fact, if the S&amp;P 500 finishes the year about where it's been recently, it could be among the top 15 years for performance since 1928. So what will 2014 bring? Time to talk with your clients.

By MFXFeeder
INDUSTRY NEWS DEC 01, 2013
Consider climate change and the forecast for commodities

By MFXFeeder
RIAS NOV 30, 2013
Gold's luster going from bad to worse

Plus: How-to for advisers going solo, global investors bail on Obama, deflating market bubble babble

By Jeff Benjamin
REGULATION AND LEGISLATION NOV 30, 2013
Senators call for preservation of charitable deduction

The latest wrinkle in the fight to preserve existing tax advantages for charitable giving comes one month after a political standoff led to a 16-day government shutdown. Congress has restarted discussions about a long-term deal on debt.

By Matt Ackermann
INDUSTRY NEWS NOV 30, 2013
Rebound in gold suits big guns Paulson, Soros

Hedge fund manager John Paulson maintained his position in the SPDR Gold Trust as the metal rebounded recently but his gold fund is down 62% so far this year. George Soros bought a stake in the Market Vectors Gold Miners ETF. Different strokes.

By Gregory Crawford
INDUSTRY NEWS NOV 30, 2013
Gold: Down but not out

Despite the drop in the price of gold this year, accomodative central bank policies and even the run-up in stocks bode well for the commodity. And don't forget the gold mining companies.

By John Hathaway and Doug Groh
INDUSTRY NEWS NOV 29, 2013
How to avoid getting black and blue on Black Friday

How to avoid getting black and blue on Black Friday, plus no discount on retail stocks, Dr. Doom's housing bubble theory, and a gift guide for the Wall Street wonk on your list. Expertly curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.

By Jeff Benjamin
INDUSTRY NEWS NOV 29, 2013
Cash becoming king

As retail investors continue to jump on the stock market bandwagon to join the strongest rally since 2009, more and more active portfolio managers are unabashedly seeking shelter in cash.

By Gregory Crawford
INDUSTRY NEWS NOV 27, 2013
The time to re-balance portfolios is now

Financial advisers are poised to buy bonds for clients before the end of the year even though the outlook for stocks is far brighter

By Jason Kephart
INDUSTRY NEWS NOV 27, 2013
Best laid plans

Mary Beth Franklin explains how to undo a Social Security claiming decision when it turns out all wrong. Or, if you see something, say something.

By Gregory Crawford
INDUSTRY NEWS NOV 27, 2013
Investors buy, but managers sock away cash

As retail investors continue to jump on the stock market bandwagon, a growing list of professional portfolio managers are unabashedly seeking shelter in large piles of cash

By Jeff Benjamin
ALTERNATIVES NOV 27, 2013
Bitcoin exchange hits pause button

A bitcoin exchange, citing banking and regulatory uncertainty, has suspended trading. But that's not the end of the story as the company sees a silver lining.

By Gregory Crawford
INDUSTRY NEWS NOV 27, 2013
Winklevoss twins bid to rule the bitcoin realm

Plan to launch exchange-traded trust that invests in the digital currency; next Facebook?

By Jason Kephart