News

Displaying 42963 results
WIREHOUSES SEP 05, 2013
UBS gains adviser with $4.8B

45-year veteran based in New Jersey jumps from Morgan Stanley.

By DJAMIESON
RETIREMENT PLANNING SEP 05, 2013
Higher earnings limit applies in the year worker reaches 66

Social Security earnings cap disappears at full retirement age.

By Mary Beth Franklin
INDUSTRY NEWS SEP 05, 2013
Cashing in on the energy boom

By Art Steinmetz
OPINION SEP 05, 2013
Social Security spousal benefits don't earn delayed retirement credits

By Mary Beth Franklin
INDUSTRY NEWS SEP 05, 2013
Want to check the markets? Put your glasses on

New app lets investors check stock quotes via Google Glass

By Michael Shagrin
RETIREMENT PLANNING SEP 05, 2013
Don't be fooled by Social Security benefits estimates

By Mary Beth Franklin
INDUSTRY NEWS SEP 05, 2013
Pimco's Gross weighs in on Fed policy

Bill Gross says the Fed won't be tightening their monetary policy until 2016, proclaims that bonds are back from the dead following big losses.

By Bloomberg
RETIREMENT PLANNING SEP 05, 2013
B-Ds taking a break from nontraded REITs

Despite strong sales, concerns over due diligence, overconcentration rise.

By Gregory Crawford
RETIREMENT PLANNING SEP 05, 2013
Tips for attracting younger investors

By MFXFeeder
INDUSTRY NEWS SEP 05, 2013
Schorsch in shock purchase of large indie B-D

REIT mogul Nicholas Schorsch, who's been on a buying binge of late, will acquire First Allied Securities, a brokerage with 1,500 reps and $32B in assets under management.

By Bruce Kelly
AIG lawsuit decision a boost for its reps
LIFE INSURANCE AND ANNUITIES SEP 05, 2013
AIG lawsuit decision a boost for its reps

AIG's decision not to join a suit against the U.S. government is good news for the insurer's brokers, writes Bruce Kelly.

By Bruce Kelly
RETIREMENT PLANNING SEP 04, 2013
Can you spot financial fraud?

New report shows investors find outsized return pitches "appealing"

By Michael Shagrin
RETIREMENT PLANNING SEP 04, 2013
Higher earnings limit applies at 66

By Mary Beth Franklin
RETIREMENT PLANNING SEP 04, 2013
The when, who and how of creative Social Security strategies

When file and suspend makes sense — and when it doesn't

By Mary Beth Franklin
WIREHOUSES SEP 04, 2013
UBS gains adviser with $4.8B from Morgan Stanley

UBS gains a 45-year veteran adviser with $4.8 billion in assets from Morgan Stanley. Dan Jamieson reports.

By DJAMIESON
RETIREMENT PLANNING SEP 03, 2013
Small-biz retirement plan options launched by Genworth

Firm seeks to help advisers working with business owners.

By Michael Shagrin
FIXED INCOME SEP 03, 2013
Gundlach says Fed making mistake in way it's ending asset buying

The central bank has opted for a “seat of the pants” way of handling policy, according to the Doubeline executive.

By Matt Ackermann
RETIREMENT PLANNING SEP 03, 2013
Why 66 is the magic retirement age

Retiring earlier could result in a 25% haircut to your Social Security

By Michael Shagrin
RETIREMENT PLANNING SEP 03, 2013
Is life insurance a top priority for your family?

Parents more willing to talk drugs than insurance, survey shows

By lkonish
EQUITIES SEP 03, 2013
Take Five with Sungarden Investment Research's Robert Isbitts

Strategist says advice industry has head in the sand about rates.

By Jeff Benjamin