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ALTERNATIVES APR 05, 2013
REIT war erupts as Cole rejects unsolicited bid from ARC

A battle has broken out among real estate investment giants as Cole Properties turns down a $5.7B bid lodged by American Realty Capital.

By John Goff
RETIREMENT PLANNING APR 05, 2013
ICI survey: Americans back tax breaks for retirement savings

Most also want Congress to keep 401(k), IRA tax deferrals, no caps on employer contributions.

By Mark Schoeff Jr.
IRS eases burden of home office deduction calculation
REGULATION AND LEGISLATION APR 05, 2013
IRS eases burden of home office deduction calculation

New option cuts need to file 43-line form with expenses, depreciation, carryovers.

By Liz Skinner
REGULATION AND LEGISLATION APR 05, 2013
Bizarre war of words

By MFXFeeder
Finra board member resigns in wake of charges
REGULATION AND LEGISLATION APR 05, 2013
Finra board member resigns in wake of charges

Joel Blumenschein, an industry governor for the Financial Industry Regulatory Authority Inc., has resigned his board seat after feeling pressure to step down following recent charges in a failure-to-supervise case.

By DJAMIESON
Champion of 401(k) fiduciary standard stole from pension plans: U.S. attorney
REGULATION AND LEGISLATION APR 05, 2013
Champion of 401(k) fiduciary standard stole from pension plans: U.S. attorney

Matthew Hutcheson faces 31 counts of theft, wire fraud; lauded the fiduciary standard in congressional testimony in 2010

By Darla Mercado
RIAS APR 05, 2013
Brokerages' next big threat? Portfolios to go

By Bloomberg
FIXED INCOME APR 04, 2013
SEC says Illinois misled investors over pension funding

By Darla Mercado
RIAS APR 04, 2013
For presentations on the iPad, one app does not fit all

A test drive of the latest hosting and presentation programs for Apple's ubiquitous tablet

By Janowski Davis
ALTERNATIVES APR 04, 2013
E&O underwriters screen alt products

Insurers that underwrite errors-and-omissions policies for broker-dealers are exercising greater authority in approving the alternative investments that their clients sell.

By Bruce Kelly
OPINION APR 03, 2013
No more excuses for not being wired

Both Finra and the SEC have signed off on social media, so don't wait any longer

By Kristin Andree
RETIREMENT PLANNING APR 03, 2013
American Funds ups its game in retirement arena

Faced with outflows in retirement share class, American Funds launches new lineup of products, adds new options for advisers.

By Darla Mercado
RETIREMENT PLANNING APR 03, 2013
REIT spurns rival's offer, pursues its own agenda

Cole turns down bid from rival American Realty Capital; minimizes the premium

By Bruce Kelly
RETIREMENT PLANNING APR 03, 2013
Americans' retirement confidence remains at an all-time low

Enormous opportunity exists for advisers to help clients save and thrive.

By Mary Beth Franklin
WIREHOUSES APR 03, 2013
Meredith Whitney reveals 'the stock to own this year'

Meredith Whitney has once again come out with a bold market prediction. But this time, she's not alone in her thinking.

By John Goff
INDUSTRY NEWS APR 03, 2013
Options abound for income-seekers

With rates at historic lows, investors can't rely only on bonds but also must look at equities

By James Wong
TAX APR 03, 2013
The tax lure of MLPs and REITs

By MFXFeeder
RIAS APR 02, 2013
$400M Merrill team starts firm

By DJAMIESON
RIAS APR 02, 2013
Cash-poor Advizent closes doors

By DJAMIESON
RETIREMENT PLANNING APR 02, 2013
Investors up in arms over Cole's quick kick of $5.7B offer

Advisers, investors looking for answers after REIT's management rejects generous bid from American Realty Capital

By Bruce Kelly