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Sallie Krawcheck dishes on being downsized
EQUITIES NOV 24, 2015
Sallie Krawcheck dishes on being downsized

<i>Breakfast with Benjamin</i>: Citing the rapidly-changing economy, the former Citigroup and Bank of America exec says job insecurity in finance will likely increase.

By Jeff Benjamin
RETIREMENT PLANNING NOV 24, 2015
Here's where your college degree is worth the most

In countries where education is most accessible, your degree is the likely to give you less of a leg up.

By Bloomberg
RETIREMENT PLANNING NOV 24, 2015
Financial security begins with workplace benefits

Employees need to pay attention to what's being offered and engage with the resources that are provided.

By Ray Marra
CalPERs paid $3.4B in private equity fees since 1990; earned $24.4B in net gains
RETIREMENT PLANNING NOV 24, 2015
CalPERs paid $3.4B in private equity fees since 1990; earned $24.4B in net gains

Lack of data has been a flashpoint for a national debate over the amount of fees paid to private equity managers, given the risks and illiquidity.

By Randy Diamond
PRACTICE MANAGEMENT NOV 23, 2015
DOL's fiduciary exemption is not a workable option for advisers

Too complex and cumbersome, provision would exclude investments such as alternatives from list of options.

By Dale Brown
Schorsch partner William Kahane resigns as director of two AR Capital REITs
BROKER DEALERS NOV 23, 2015
Schorsch partner William Kahane resigns as director of two AR Capital REITs

William Kahane, one of the co-founders of Nicholas Schorsch's AR Capital, resigns as a director from two real estate investment trusts.

By Bruce Kelly
EQUITIES NOV 23, 2015
SEC taking deep dive into role of ETFs in Aug. 24 market drop

<i>Breakfast with Benjamin:</i> SEC chairwoman Mary Jo White says the agency is taking a hard look at ETFs' role on Aug. 24, when stocks dropped like a rock, and the agency's trading rules are part of the scrutiny.

By Jeff Benjamin
RETIREMENT PLANNING NOV 23, 2015
Social Security changes sting women retirees

New rules limiting Social Security strategies in 2016 and beyond could make it more difficult for many women to maximize their benefits.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 23, 2015
Stretching your budget to fit your mortgage might not be a bad thing

Trulia's latest report reveals which cities may be most worth the risk when it comes to purchasing real estate.

By Bloomberg
ETFS NOV 23, 2015
Blending Mars, Venus can energize a fund

Appears that mixed-gender portfolio management teams tend to generate better performance

By Jeff Benjamin
REGULATION AND LEGISLATION NOV 23, 2015
Women lawmakers play an outsized role in policymaking that affects advisers

Percentage of women in Congress similar to their proportion in the advice sector, with plenty of room to grow

By Mark Schoeff Jr.
AR Capital to stop creating new nontraded REITs, close existing programs to new investors
ALTERNATIVES NOV 23, 2015
AR Capital to stop creating new nontraded REITs, close existing programs to new investors

In a major reversal, the powerhouse nontraded REIT sponsor built by Nicholas Schorsch is exiting the business of creating and selling new alternative investment products and will stop taking new investor money for existing programs.

By Bruce Kelly
PRACTICE MANAGEMENT NOV 23, 2015
Time for Congress to act on elder abuse

Senior$afe Act seems like a win-win for financial advisers and their elder clients.

By MFXFeeder
Four questions hybrid advisers should ask their asset management platform
PRACTICE MANAGEMENT NOV 22, 2015
Four questions hybrid advisers should ask their asset management platform

As seismic shifts continue to roil the TAMP world, now is a good time to reevaluate and make sure you're getting all you can or should.

By Michael C. Bryan
PRACTICE MANAGEMENT NOV 22, 2015
Finra's Susan Axelrod: Finding a job you love is what matters

By Susan F. Axelrod
How ETFs can help mitigate the impact of market bubbles
EQUITIES NOV 20, 2015
How ETFs can help mitigate the impact of market bubbles

Emphasizing defense and true diversification in ETF choices can provide protection.

By James Norman
FIXED INCOME NOV 20, 2015
Bond ETFs can help clients navigate rising rates

Three ways advisers can utilize bond ETFs to ride out whatever waves the Fed's long-deferred action might kick up.

By Matthew Tucker
IRA ALERT NOV 20, 2015
How to avoid year-end RMD errors

An expert's list of common mistakes advisers make when helping clients take required distributions

By Ed Slott
529 plans adding more conservative investment options
EQUITIES NOV 20, 2015
529 plans adding more conservative investment options

Hoping to stave off concern from college savers that 529 accounts are too vulnerable to stock market volatility and expected interest rate hikes, some plan managers are switching up investment choices.

By Liz Skinner
TAX NOV 20, 2015
Senate Finance Committee OKs changes to college savings plans

Senate committee to approve measure loosening rules for 529 plans.

By Liz Skinner