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INDUSTRY NEWS MAR 17, 2013
How to figure out a retirement budget

Breaking down expenses into essential and discretionary needs is a start to arriving at "the number'

By MFXFeeder
INDUSTRY NEWS MAR 17, 2013
2012 a swell year in advisory realm

By AOSTERLAND
PRACTICE MANAGEMENT MAR 17, 2013
Advisers neglect own retirement planning

By Liz Skinner
INDUSTRY NEWS MAR 17, 2013
White: I'll crunch numbers before shaping fiduciary rule

By Mark Schoeff Jr.
INDUSTRY NEWS MAR 17, 2013
Schapiro's next gig looks to be at General Electric

By AOSTERLAND
REGULATION AND LEGISLATION MAR 17, 2013
REIT bigwig Thompson a target

Finra looking into why his brokerage allegedly failed to turn over requested documents

By Bruce Kelly
It gets worse: Hedge fund star predicts bigger crisis than '08
RETIREMENT PLANNING MAR 17, 2013
It gets worse: Hedge fund star predicts bigger crisis than '08

Stan Druckenmiller says rising entitlement costs, unsustainable spending will have dire consequences.

By Paul Menchaca
RETIREMENT PLANNING MAR 17, 2013
Insurers tweaking fees, not products, in variable annuity world

Insurers didn't seem overly interested in tweaking their VA offerings in 4Q. Instead, they tinkered with the fees.

By Darla Mercado
RETIREMENT PLANNING MAR 17, 2013
Pru fee hike another nail in VA coffin

Advisers now questioning value proposition for products

By Darla Mercado
FINTECH MAR 17, 2013
Cheap stocking stuffers for business users of the iPad

By Janowski Davis
EQUITIES MAR 15, 2013
Where are the fund shareholders' yachts?

Investors in mutual fund companies doing better than fund shareholders.

By JKEPHART
EQUITIES MAR 15, 2013
The Takeaway: Senate whales on JPMorgan, mostly for fun

By Joshua Brown
REGULATION AND LEGISLATION MAR 13, 2013
MSRB seeks to follow Finra on investment suitability rules

Tracking investment strategies remains a focus.

By DJAMIESON
INDUSTRY NEWS MAR 13, 2013
Tough 2012 for Fidelity

Income fell 29% and earnings slid to $2.3 billion

By Bloomberg
EQUITIES MAR 13, 2013
Fees, rates, redemptions hit Fidelity

Investors pulled $5.3 billion in 2012; better than the $36.3 billion yanked in 2011.

By Gregory Crawford
RETIREMENT PLANNING MAR 13, 2013
Factoring a child's benefit into a claiming strategy

By MFXFeeder
Fiduciary standard may be on hold, but it remains a hot-button issue
REGULATION AND LEGISLATION MAR 13, 2013
Fiduciary standard may be on hold, but it remains a hot-button issue

A panel discussion at TD Ameritrade Inc.'s fall regional conference on Tuesday drew heated discussions.

By DJAMIESON
INDUSTRY NEWS MAR 12, 2013
Biggest nontraded REIT being dogged by its own shareholders

Inland American Real Estate Trust Inc. investors are jumping on an SEC investigation into false valuations and excess fees at the nontraded REIT.

By Bruce Kelly
RIAS MAR 12, 2013
2012 a good year for advisers

By any measure, 2012 was very kind to advisers. Assets under management and revenue both hit record levels. Plus, advisers managed to cut back on the number of accounts they handle.

By AOSTERLAND
REGULATION AND LEGISLATION MAR 12, 2013
Framed? Fugitive hedge fund manager arrested at art gallery

On the lam for five years, fugitive hedge fund manager Florian Wilhelm Jurgen Homm was busted at the Gallery of the Uffizi in Florence.

By John Goff