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EQUITIES JUN 16, 2016
How a Brexit will hit U.S. stocks

Plus: The Fed moves bonds, the downside of diversification, and don't rule out a staycation this summer

By Jeff Benjamin
RETIREMENT PLANNING JUN 16, 2016
Choosing default investment alternatives for 401(k)s requires close due diligence

Maximizing the potential for positive participant outcomes, and minimizing regulatory and litigation risks, requires close analysis of QDIAs.

By Blaine F. Aikin
Madoff sons' fight over cash continues after their deaths
RETIREMENT PLANNING JUN 16, 2016
Madoff sons' fight over cash continues after their deaths

Mark and Andrew Madoff died without resolving a 2009 lawsuit accusing them of squandering $150 million of investors' money.

By Bloomberg
Elm Tree Investment Advisors executives charged in $17 million fraud
INDUSTRY NEWS JUN 16, 2016
Elm Tree Investment Advisors executives charged in $17 million fraud

Firm's founder and COO accused of running Ponzi scheme using supposed investments

By Bloomberg
Financial advisers weigh in on the best money advice they received from their dads
RETIREMENT PLANNING JUN 15, 2016
Financial advisers weigh in on the best money advice they received from their dads

Experts share what they learned from their fathers — and what they are eager to impress upon their kids.

By Skip Schweiss
FIXED INCOME JUN 15, 2016
Allianz's El-Erian says the Fed is putting the U.S. economy at risk

<i>Breakfast with Benjamin</i> The critics of the Fed's monetary policy are getting louder. Meanwhile, the Fed continues to march to the beat of its own drummer.

By Jeff Benjamin
Leuthold Group: Long-term stock indicator wildly bullish
EQUITIES JUN 15, 2016
Leuthold Group: Long-term stock indicator wildly bullish

Indicator last flashed a buy signal in May 2009.

By John Waggoner
Tensions between Sen. Warren and SEC's White boil over at hearing
REGULATION AND LEGISLATION JUN 15, 2016
Tensions between Sen. Warren and SEC's White boil over at hearing

Lawmakers express frustration with Chairwoman Mary Jo White's leadership as they grill her on corporate disclosures and a universal fiduciary rule at Senate hearing.

By Mark Schoeff Jr.
The debate of free versus fee for robo-advisers
FINTECH JUN 15, 2016
The debate of free versus fee for robo-advisers

Most companies charge a price for their digital advice platforms, but for how long?

By Alessandra Malito
ETFS JUN 15, 2016
Don't let the fickle Fed hamstring your bond portfolio

<i>Breakfast with Benjamin</i> There are ways to protect your bond holdings from the whims of the Federal Reserve.

By Jeff Benjamin
ETF boon under DOL fiduciary rule won't be universal
ETFS JUN 15, 2016
ETF boon under DOL fiduciary rule won't be universal

Some of the more exotic ETF strategies may be difficult to defend as being in a client's best interest.

By Greg Iacurci
RETIREMENT PLANNING JUN 15, 2016
What advisers and plan sponsors should include in investment policy statements

Avoid being the target of lawsuits by establishing and documenting a prudent process.

By Tara Mashack-Behney
REGULATION AND LEGISLATION JUN 15, 2016
Socially-conscious investing gets a boost from the DOL fiduciary rule

Labor Department acknowledges fiduciaries can apply environmental, societal and governance factors when investing

By Blaine F. Aikin
DOL supports ESG fund use in 401(k) plans
RETIREMENT PLANNING JUN 15, 2016
DOL supports ESG fund use in 401(k) plans

New guidance amends old rules that had a &quot;chilling effect&quot; on ESG fund use in ERISA plans.

By Greg Iacurci
INDUSTRY NEWS JUN 15, 2016
5 sustainable investing mistakes you don't want to make

Investing in companies that are making a positive impact on the world is a noble goal; just don't fall into these traps.

By Bloomberg
Do this before you apply the science of investing
PRACTICE MANAGEMENT JUN 14, 2016
Do this before you apply the science of investing

Financial advisers have both the blessing and obligation to help people cope with their money anxiety.

By Carl Richards
MSCI won't add China equities to global benchmark indexes
INDUSTRY NEWS JUN 14, 2016
MSCI won't add China equities to global benchmark indexes

Strategists at Goldman Sachs and Citigroup say they were surprised by MSCI's decision.

By Bloomberg
71% of U.S. households fall below the $100,000 asset threshold for advisers
RIAS JUN 14, 2016
71% of U.S. households fall below the $100,000 asset threshold for advisers

Incorporating robo-advice might make servicing middle market more profitable, Cerulli study says.

By Christine Idzelis
State Street execs expect retirement savings law by 2018
RETIREMENT PLANNING JUN 14, 2016
State Street execs expect retirement savings law by 2018

State and federal initiatives are growing dialogue between policymakers, industry and congressmen around the retirement savings gap.

By Greg Iacurci
RETIREMENT PLANNING JUN 14, 2016
Less than perfect credit? No mortgage for you

While surveys say credit is loosening for some types of loans, standards are still far tighter than they were before the financial crisis.

By Bloomberg