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FINTECH SEP 02, 2014
Make your website a hot marketing tool

Though rated No. 1 by advisers, most don't maximize the potential of their sites with ongoing improvements.

By Liz Skinner
RETIREMENT PLANNING SEP 02, 2014
How a sad diagnosis changes Social Security claiming strategy

For one couple, shortened life expectancy means they should probably collect benefits early

By Mary Beth Franklin
EQUITIES SEP 02, 2014
Bringing back pooled 401(k) plans could derail a fund industry cash cow

Today's <i>Breakfast with Benjamin</i> menu features: Revisiting the idea of pooled 401(k) plans, plus Jack Bogle gives a half nod to Fed policy, the curious appeal of water ETFs, and more rich folks are calling for a market correction.

By Jeff Benjamin
FINTECH SEP 02, 2014
Don't embarrass Grandma – or your clients

Maintain strict security policies on company cloud files &amp;ndash; and no naked selfies, please

By Bloomberg
EQUITIES SEP 02, 2014
Morgan Stanley bets big on stocks

<i>Breakfast with Benjamin</i> covers Morgan Stanley getting ultra-bullish on stocks, Detroit's big bankruptcy trial kicking off, and how to tread lightly into the MLP space.

By Jeff Benjamin
PRACTICE MANAGEMENT SEP 02, 2014
Ex-LPL broker to pay nearly $2 million for defrauding clients

Blake Richards misappropriated $1.7 million from at least seven investors, some of whom were elderly, according to the SEC's charges.

By Mason Braswell
RETIREMENT PLANNING SEP 02, 2014
What top 401(k) plans do differently

A new ranking reveals which industries have the best plans &amp;mdash; and what features set them apart.

By Darla Mercado
RETIREMENT PLANNING SEP 02, 2014
Some target-date funds are boosting equities

As financial crisis recedes, participants' risk tolerance levels climb and providers adjust

By Robert Steyer
INDUSTRY NEWS SEP 02, 2014
HighTower picks up Merrill advisers with $800 million

Three advisers join as partners and will operate as HighTower Fort Myers.

By Mason Braswell
FINTECH AUG 31, 2014
Be ready to provide client portals for performance reporting, consultant recommends

Advisers need to adapt as clients increasingly demand 24/7 access to their accounts from all devices.

By Liz Skinner
RETIREMENT PLANNING AUG 31, 2014
Small businesses still ailing in wake of Affordable Care Act

The ACA has helped individuals, but small business employers continue to struggle with the new law. <b><i>Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20140831/HEALTH&quot;>Don't miss our full Health Care Planning special report.</a></b></i>

By Darla Mercado
PRACTICE MANAGEMENT AUG 31, 2014
Fiduciary duty's impact on succession planning

By Blaine F. Aikin
OPINION AUG 31, 2014
An accounting is due on wrap accounts

The SEC is following through on its promise to investigate use of these products, and advisers should take heed.

By MFXFeeder
ALTERNATIVES AUG 31, 2014
Nonlisted REIT 2Q rankings

By Andrew Leigh
ALTERNATIVES AUG 31, 2014
Second-quarter nonlisted REIT review

By Michael Stubben
FINTECH AUG 29, 2014
Quarterly video statements may become the norm

It may not be long before advisers are sending clients a personalized video each quarter that reviews portfolio performance. The technology to customize videos without much effort is increasingly available.

By Liz Skinner
INDUSTRY NEWS AUG 29, 2014
Bond market convinced Fed inflation goal elusive this decade

That may make it harder for Fed officials to raise interest rates from close to zero as global growth weakens; deflation a bigger concern.

By Bloomberg
INDUSTRY NEWS AUG 29, 2014
This week's stories that financial advisers can't miss

A scandalous lawsuit, new data on the growth of independent firms, and the rest of this week's must-reads

By Andrew Leigh
INDUSTRY NEWS AUG 29, 2014
The big squeeze: End of the golden era

Four formidable forces are developing to take assets from the standalone local advisory firm and they are quietly building momentum.

By Joe Duran
EQUITIES AUG 29, 2014
Bears are giving up and that could be a bad sign

<i>Breakfast with Benjamin:</i> What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.

By Jeff Benjamin