Subscribe

Latest News


  • News
  • July 31, 2012

Libor pains: Banks sitting on potential powder keg with scandal

Extent of damages sought by civil litigants could be astronomical

  • News
  • July 24, 2012

New fee disclosure rules could shake up 401(k) world

Financial advisers who work with 401(k) plan sponsors — as well as those prospecting for new clients in the retirement plan arena — will get a chance to shine this summer when new Labor Department fee disclosure rules kick in July 1.

  • News
  • July 23, 2012

American, T. Rowe win big in oil M&A deal

American Funds and T. Rowe Price Group Inc. are the big mutual fund winners in Chinese offshore oil producer CNOOC Ltd's acquisition of Nexen Inc. (NXT).

  • News
  • July 23, 2012

Next NAPFA boss calls Finra ‘colossal failure,’ B-Ds ‘dinosaurs’

Ron Rhoades isn’t happy with the status quo. Since Mr. Rhoades, chairman of the personal-financial-planning program at…

  • News
  • July 19, 2012

Long-term-care insurance suddenly short on sellers

Pru the latest marquee carrier to exit from the individual LTCI business; last day for sales is March 30

  • News
  • July 18, 2012

‘Old load’ image a load for American Funds

Brand perception is keeping the fund giant from making inroads with RIAs, survey shows; 'hard to change people's thinking.'

  • News
  • July 18, 2012

Advisers now more trusted than doctors or accountants, survey shows

Guiding clients through tempestuous times has apparently strengthened bonds; 'to hell and back'

  • News
  • July 17, 2012

What to watch for when investing in master limited partnerships

In an environment where yields are low and the stock market is lackluster, MLPs offer much desired returns and some legitimate diversification.

  • News
  • July 12, 2012

Dividend party just getting started: Fidelity

Rising interest in equity income, plus payouts by cash-rich tech companies, cited as triggers; break out the streamers

  • News
  • July 12, 2012

National Financial Partners to bolster property-casualty arm with acquisition

National Financial Partners Corp. is bulking up its presence in the property-casualty space in an effort to bolster revenue.

  • News
  • July 10, 2012

Red flag at popular ETN

JPMorgan this week stopped issuing shares in its popular Alerian MLP exchange-traded note. That should be a signal for investors to monitor the situation. Here's why.

‘Old load’ image a load for American Funds

The trouble at American Funds may have started with performance, but the key to turning things around is…

Succession planning still an advisory hurdle

Allan Eyre never made a succession plan.

Another summer of lousy news, great buying opportunities

Lessons learned from last year will play again in this climate, says fund manager; going short, going cash are keys

  • News
  • June 27, 2012

College kids paying credit card rates for private student loans

With interest charges around 10%, graduates saddled with enormous tabs; 'I'll be making payments forever.'

  • News
  • June 26, 2012

RIAs and insurers are coming together

The demographic wave of 76 million boomers entering retirement over the next two decades is crashing into a…

  • News
  • June 25, 2012

Advisers keen for model ETF portfolios

The growing popularity of exchange-traded funds has led to a boom among money managers who specialize in using…

  • News
  • June 21, 2012

Stillwater runs dry as OSU, Pickens come up empty in insurance battle

Judge rejects bid to recoup $33 million in soured funding scheme for school's athletic department; life insurance policies taken on 27 donors

  • News
  • June 17, 2012

Screening process at DFA inspires devotion, loyalty

Over his 20-year career as a financial adviser, Dave Hutchinson heard all the jokes about Dimensional Fund Advisors…

  • News
  • June 15, 2012

What does Buffett see about real estate that others don’t?

The Oracle makes $3.85B bid for ResCap mortgage business; 'the worst is behind us'