Advisor News

Displaying 26838 results
RETIREMENT PLANNING JUN 02, 2013
As MetLife cuts, adviser ranks are thinning out fast

Insurer has axed 2,500 reps in the past year.

By Bruce Kelly
RETIREMENT PLANNING JUN 02, 2013
66 is magic number for retirement age

By Darla Mercado
RETIREMENT PLANNING JUN 02, 2013
Questions raised about Allied Beacon's financial health

By Bruce Kelly
EQUITIES MAY 31, 2013
The Takeaway: Gross' Total Return gets totally buzzed

By Joshua Brown
FINTECH MAY 31, 2013
BlackRock's retirement, Social Security gadgets tops with advisers

Tools that can work directly with clients, are 'implementation oriented' are high on wish list.

By Liz Skinner
MUTUAL FUNDS MAY 31, 2013
SEC's White plays money market reform close to the vest

In front of mutual fund group, chief regulator says little about revamp.

By Mark Schoeff Jr.
MetLife VA income benefit melting, melting
RETIREMENT PLANNING MAY 31, 2013
MetLife VA income benefit melting, melting

Latest product features 4% withdrawal rates; can advisers do better on their own?

By Darla Mercado
RETIREMENT PLANNING MAY 30, 2013
Mary Beth Franklin: Public servants get short end of Social Security stick

Windfall Elimination Provision trims benefits; spousal benefits can be wiped out

By Mary Beth Franklin
FINTECH MAY 30, 2013
Morgan Stanley rolls out Trade Flow Insights tool

By Janowski Davis
INDEPENDENT BROKER DEALERS MAY 30, 2013
Ex-LPL adviser charged with stealing $2M from clients

LPL finds itself in the headlines for the third time this week as a former adviser gets charged by the SEC for stealing $2 million from clients.

By Bruce Kelly
RETIREMENT PLANNING MAY 30, 2013
Mary Beth Franklin: Undone by the do-over strategy

Plans to repay early Social Security benefits halted by recent rule change

By Mary Beth Franklin
WIREHOUSES MAY 30, 2013
Trainees are burning out

By Bloomberg
RETIREMENT PLANNING MAY 29, 2013
Urgency to fix Social Security financing growing

Sufficient funds to pay full retirement benefits through 2033, then three quarters of benefits through 2087.

By Mary Beth Franklin
FINTECH MAY 29, 2013
J.P. Morgan Asset Management is latest to start trading paper for electrons

While still available in paper form, the firm's new Guide to the Markets application for the iPad will be welcomed by many an adviser, not to mention the trees.

By Janowski Davis
OPINION MAY 29, 2013
Help clients read and vote on proxies

By MFXFeeder
RETIREMENT PLANNING MAY 29, 2013
Coming to Gen-Xers in retirement: Downward mobility

The Great Recession did a number on retirement savings of Generation X; early boomers, not so much.

By Mary Beth Franklin
OPINION MAY 29, 2013
Urge clients to read proxy statements, vote

Financial planners and investment advisers can help investors and, in turn, corporate governance in the United States

By MFXFeeder
Power grab? Consumer agency may dig into retirement savings biz
RETIREMENT PLANNING MAY 29, 2013
Power grab? Consumer agency may dig into retirement savings biz

Consumer Financial Protection Bureau worried about investment scams.

By Gregory Crawford
REGULATION AND LEGISLATION MAY 29, 2013
Morgan Stanley banker withheld Facebook info, Mass. claims

Company agrees to pay $5M to settle the charge; 'clear violation'

By DJAMIESON
Crowd pushing Walter on crowdfunding
REGULATION AND LEGISLATION MAY 29, 2013
Crowd pushing Walter on crowdfunding

Both Dems and Republicans urging new SEC boss to act

By Mark Schoeff Jr.