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Take this paycheck and allocate it
RETIREMENT PLANNING MAR 02, 2012
Take this paycheck and allocate it

Advisers need to do a better job of helping clients save, says consumer finance expert

By Jeff Benjamin
INDUSTRY NEWS MAR 02, 2012
Why merely mediocre returns can be worse than a market crash

By Michael Kitces
REGULATION AND LEGISLATION MAR 02, 2012
Pimco to drop out of securities industry group: Sources

Powerful fund firm said to be angered by AFS' stance on mortgage settlement

By John Goff
Bonds, fake bonds: $6 trillion in bogus Treasury notes seized
FIXED INCOME MAR 02, 2012
Bonds, fake bonds: $6 trillion in bogus Treasury notes seized

Fake securities found in safety depost boxes in Zurich; date back to 1934

By John Goff
U.S. 'overmedicated' by pill-pushing Fed: Grant
REGULATION AND LEGISLATION MAR 02, 2012
U.S. 'overmedicated' by pill-pushing Fed: Grant

Claims free-money policy and other interventions prolonging -- not curing -- what ails the economy

By John Goff
RIAS MAR 02, 2012
Decision to keep rates low could hurt interest in annuities

By Bloomberg
MetLife, Axa limiting customer contributions to certain variable annuity purchases
LIFE INSURANCE AND ANNUITIES MAR 02, 2012
MetLife, Axa limiting customer contributions to certain variable annuity purchases

MetLIfe, Axa curbs on clients' VA additions a way to rein in market exposure amid tough economy

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 02, 2012
Carriers look beyond variable annuities

In a bid to appeal to fee-based and fee-only financial advisers, life insurers are resurrecting a once-forgotten product intended to generate a steady stream of retirement income outside the VA arena.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAR 02, 2012
SEC fraud case could give new life to life settlements controversy

Life Partners accused of misleading shareholders about mortality estimates; securities or not?

By Darla Mercado
INDUSTRY NEWS MAR 01, 2012
Piper Jaffray downplays takeover talk

But reports of a possible Chinese suitor heat up the floundering firm's share price

By Darla Mercado
INDUSTRY NEWS MAR 01, 2012
Rare sighting: Finra panel orders plaintiffs to pay B-D for 'frivolous' claims

It doesn't happen very often. But on Wednesday, a Finra panel ordered a pair of investors to pay $75K for bringing 'frivolous' claims against a broker-dealer and one of its reps. The panel also admonished the duo for a 'bad-faith abuse of the Finra arbitration process.'

By Dan Jamieson
Berkshire board decides on Warren Buffett's successor
INDUSTRY NEWS MAR 01, 2012
Berkshire board decides on Warren Buffett's successor

Warren Buffett, the chief executive officer of Berkshire Hathaway Inc. since 1970, told shareholders that the board has decided on his eventual replacement.

By Mark Bruno
INDUSTRY NEWS MAR 01, 2012
Legendary Graham disciple — and Buffett favorite — dead at 95

Leukemia claims life of Walter Schloss: investments generated 16% annual return over 47-year period

By John Goff
INDUSTRY NEWS FEB 29, 2012
Nearly all Paulson reps sign on with JHS

Purchase now complete, acquirer says 70 of 75 Paulson advisers stayed on at firm

By DJAMIESON
REGULATION AND LEGISLATION FEB 29, 2012
NASAA warns of investor harm if crowd-funding amendment passes

A last-minute effort by three senators to add what they call crucial investor protections to a bill designed to help small companies raise capital fails to address worries by state regulators that states will be prevented from reviewing securities offerings made over the Internet.

By Mark Schoeff Jr.
INDUSTRY NEWS FEB 29, 2012
John Mauldin to advisers: Ditch your asset allocation models

Author says old strategies don't work in a period of superdeleveraging; bring 'em back out in five years

By Dan Jamieson
Change in Fed leadership could lead to rate hikes
INDUSTRY NEWS FEB 29, 2012
Change in Fed leadership could lead to rate hikes

By Jeffrey Kleintop
INDUSTRY NEWS FEB 29, 2012
Four score? How markets have fared on leap days

By Jeffrey D. Saut
RIAS FEB 29, 2012
High dividend taxes hurt the nation

By MFXFeeder
INsider: Tax hike arguments based on iffy math
REGULATION AND LEGISLATION FEB 29, 2012
INsider: Tax hike arguments based on iffy math

Calculating how much money would have been raised if rates were higher is weird science, at best

By Jeff Benjamin