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The health care tab for a retired couple will be $567,903 — and that's if you're healthy: study
RETIREMENT PLANNING MAY 15, 2016
The health care tab for a retired couple will be $567,903 — and that's if you're healthy: study

The average, healthy 65-year-old couple who wants to retire probably has larger health care costs than you think.

By Bloomberg
PRACTICE MANAGEMENT MAY 15, 2016
Women, money and investing

By Ellie Zhu
RETIREMENT PLANNING MAY 15, 2016
Steering clear of estate food fights

When Father Time catches up to clients, it's hard to tell the exact moment when one may be most vulnerable to abuse.

By MFXFeeder
FIXED INCOME MAY 15, 2016
Survey of 50 states shows 'stable' finances, for most

By John Waggoner
EQUITIES MAY 13, 2016
DOL fiduciary rule trips up robo efforts at BlackRock, Schwab

Plus: Measuring Jim Cramer's performance, personal finance myths, and Social Security misconceptions

By Jeff Benjamin
KeyCorp names Joe Calabrese investments head as wealth unit expands
INDUSTRY NEWS MAY 13, 2016
KeyCorp names Joe Calabrese investments head as wealth unit expands

By Bloomberg
Take 5: Allianz's El-Erian says Hillary Clinton has best economic plan
EQUITIES MAY 13, 2016
Take 5: Allianz's El-Erian says Hillary Clinton has best economic plan

Five candid responses on the Fed, the economy, and how to invest $1 million

By Jeff Benjamin
EQUITIES MAY 13, 2016
What's driving the decade of outflows from actively managed mutual funds

Much of the movement away has been led by advisers looking for cheaper and easier ways to build client portfolios.

By Jeff Benjamin
BROKER DEALERS MAY 13, 2016
The LPL stock buyback that launched a lawsuit

Chairman and CEO Mark Casady downplays the timing and execution of 4.3 million share buyback

By Bruce Kelly
Many Americans still clueless about 529 plans
RETIREMENT PLANNING MAY 12, 2016
Many Americans still clueless about 529 plans

About 72% of Americans cannot identify the savings plans as being for college savings, a new survey shows.

By Liz Skinner
Columbia Threadneedle to buy Emerging Global Advisors
EMERGING MARKETS MAY 12, 2016
Columbia Threadneedle to buy Emerging Global Advisors

EGA is a provider of emerging markets smart-beta funds.

By John Waggoner
RETIREMENT PLANNING MAY 12, 2016
Donald Trump's focus on U.S. debt could hurt retirement accounts

Plus: Hedge fund manager still raking in the big bucks, another Bernie Sanders gaff, and making sense of smart beta

By Jeff Benjamin
Former Wells Fargo broker agrees to Finra ban
REGULATION AND LEGISLATION MAY 12, 2016
Former Wells Fargo broker agrees to Finra ban

Christopher Pierce allegedly stole from customers at Wells Fargo Bank

By Christine Idzelis
How to become a Social Security expert
RETIREMENT PLANNING MAY 12, 2016
How to become a Social Security expert

Training programs available for various levels of experience and interest.

By Mary Beth Franklin
Financial advisers unfazed by a possible Donald Trump presidency
REGULATION AND LEGISLATION MAY 12, 2016
Financial advisers unfazed by a possible Donald Trump presidency

At the moment, however, many advisers are taking a wait-and-see position.

By John Waggoner
Move over, Puerto Rico. Illinois, New Jersey and other states face municipal bond woes, too
MUTUAL FUNDS MAY 12, 2016
Move over, Puerto Rico. Illinois, New Jersey and other states face municipal bond woes, too

Those as well as energy-producing states are seeing worsening balance sheets.

By John Waggoner
Obama daughter set for gap year before Harvard, but it's not for everyone
RETIREMENT PLANNING MAY 12, 2016
Obama daughter set for gap year before Harvard, but it's not for everyone

Financial advisers say taking a year off needs to be structured to pay off.

By Liz Skinner
PRACTICE MANAGEMENT MAY 12, 2016
College debt is a burden to all

Advisers can help parents and students minimize the amount of debt that will follow them long after graduation day.

By Andrew Leigh
INDUSTRY NEWS MAY 12, 2016
Feds seek to make it easier to restructure student loan payments

Government to help borrowers better understand their repayment options.

By Liz Skinner
RETIREMENT PLANNING MAY 11, 2016
Think twice before you co-sign for a loan or credit card

Survey shows that 38% of co-signers had to make payments and 28% ended up damaging their credit scores.

By Bloomberg