Advisor News

Displaying 26865 results
RETIREMENT PLANNING NOV 20, 2013
Missouri recognizes same-sex marriage exclusively for tax purposes

Don't celebrate just yet: financial planning pitfalls still abound

By Darla Mercado
REGULATION AND LEGISLATION NOV 20, 2013
Krawcheck: The market giveth, the government taketh away

“There is a cost of overearning in which some of that money gets paid back to the government in fines,” Sallie Krawcheck said Wednesday at The Year Ahead: 2014, a two-day conference sponsored by Bloomberg in Chicago.

By Matt Ackermann
Pershing unveils next NetX360
FINTECH NOV 20, 2013
Pershing unveils next NetX360

Second gen version of mobile platform on display at Insite conference.

By Janowski Davis
Pershing integrates with Redtail Technology
FINTECH NOV 20, 2013
Pershing integrates with Redtail Technology

Custodian meets CRM in what could be a boon to simplified onboarding for many advisers.

By Janowski Davis
RETIREMENT PLANNING NOV 19, 2013
Gay and lesbian investors still not working with financial advisers

Retirement planning leaps ahead of investing, tax planning and estate planning as the top area in which couples require financial assistance

By Trevor Hunnicutt
RIA NEWS NOV 19, 2013
NewSpring Holdings acquires Wealthcare Capital Management

Goals-based tech firm will run as a stand-alone company after purchase by private-equity firm.

By Joyce Hanson
EQUITIES NOV 19, 2013
When undervalued stocks are expensive

How to find undervalued stocks in a bull market. Plus, Bitcoin (yes, Bitcoin) gets legit; big investors licking their chops at BofA $8.5B settlement proposal; some good news for Madoff victims; and welcome back cap gain distributions. Curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.

By Jeff Benjamin
REGULATION AND LEGISLATION NOV 19, 2013
Former Merrill Lynch broker banned for stealing $1M from clients

Banned from industry for stealing funds to invest in company, buy condo and pickup

By Trevor Hunnicutt
RETIREMENT PLANNING NOV 19, 2013
Online account only way to access benefit data

By Mary Beth Franklin
FINTECH NOV 18, 2013
Personal Capital debuts investment management tool

The company's latest web product to track portfolios joins the efforts of rivals including Jemstep, Betterment and FutureAdvisor

By Trevor Hunnicutt
OPINION NOV 17, 2013
Wall Street loving IBDs and their nontraded REITs

Wall Street continues to intensify its loving gaze on independent B-Ds and the hot alternative investments those firms are selling a ton of: nontraded REITs.

By Andrew Leigh
OPINION NOV 17, 2013
Seeing old friends, meeting new ones

By MFXFeeder
REGULATION AND LEGISLATION NOV 15, 2013
SEC considers raising exemption for small company deals

Proposal would boost threshold for registering offerings to $50 million.

By Joyce Hanson
FINTECH NOV 15, 2013
JPMorgan feels Twitter's doubled-edged sword

After big IPO hit, the bank learns the hard way how not to use social media

By Jeff Benjamin
FINTECH NOV 15, 2013
How to set up a Facebook business page in 5 minutes

During a social media session at the Schwab Impact Conference, online guru Michael Kitces told an audience of advisers and financial industry executives that Facebook hasn't worked as a way to promote business. But perhaps the reason is that most advisers just aren't using it correctly and making excuses not to use it. Here's how to learn how to set up a page that gives you a fighting chance at getting the most out of Facebook.

By Craig Faulkner
RETIREMENT PLANNING NOV 15, 2013
Stability rules as managed-volatility funds gain record assets

Assets top $200 billion, up from $31 billion in 2006, as insurers lead the charge.

By Darla Mercado
FINTECH NOV 15, 2013
Social media amplifies your message, helps in searches

Real return is building relationships, especially with younger clients, prospects.

By Liz Skinner
REGULATION AND LEGISLATION NOV 15, 2013
Ahead of the crowd (funders): A platform registers its own B-D

Frustrated with slow pace of rulemaking, firm takes the long route, expects more to follow.

By DJAMIESON
ALTERNATIVES NOV 14, 2013
Bernanke looks past end of QE and sees low rates for a long time

Today's Breakfast with Benjamin: Bernanke sees low rates for a long, long time; holiday retailers on the ropes; SAC Capital jury selection; investigating fishy employment data; coal becomes the next tobacco-style villain

By Jeff Benjamin
REGULATION AND LEGISLATION NOV 14, 2013
Is Obama already a lame duck?

Schwab Impact opened with a positive outlook for the economy, but not so positive for the president. &quot;I've never seen a president become a lame duck this early,&quot; one forecaster told a ballroom full of advisers. <a href=&quot;http://www.investmentnews.com/article/20131108/FREE/131109911&quot;>Check out some of the conference's can't miss sessions.</a>

By Liz Skinner