Worst January since 2010 as S&P 500 loses 3.6%, first monthly decline since August 2013.
Today's <i>Breakfast with Benjamin:</i> If rates rise, gold won't. Plus: Warren Buffett's $1B tease, a new twist on stock valuations, bitcoin marches on, another solar energy push and, what's good about hoping for a flat market.
Housing discussion an opportunity for advisers and important for clients, Legg Mason says.
Though used mainly in the retail world, when properly understood, key performance indicators can allow you to benchmark your progress. Here's why every adviser should have them.
A new SEC plan to target advisers who have never undergone formal compliance examination is drawing support from advisers.
Tactics include holding back on both the amount and timing of 401(k) matches and dragging out vesting schedules
Brodeski says advisers should advise; Carson insists that it's possible to generate alpha.
President Obama's voluntary '"myRA" proposal, with no option to invest in stocks, could be doomed to failure, advisers say. The plan "isn't going to go anywhere," according to one skeptic. <i>(Don't miss these <a href="http://www.investmentnews.com/gallery/20140123/FREE/123009998/PH" target="_blank">tips for a worry-free IRA rollover</a>.)</i>
Taking benefits early means permanent reduction &ndash; but sometimes that's OK.
After $1.2B yanked in June, $2.1B, the most ever, pulled in September.
Technological and regulatory advances are turning once-speculative plays into viable businesses.
2014 is likely to be bumpier than 2013, with clients likely to need more hand-holding from advisers, meaning it isn't too early to begin.
President Obama made halting the growth of income inequality a key part of his State of the Union message, and while financial planners and advisers can do little to fix the drivers of the problem, they can take steps to ameliorate its effects at the margin.
Advisers must know whether clients who have worked for federal, state or city governments may be affected by pension rules that can reduce or even eliminate certain Social Security benefits.
The SEC and Finra are getting tough on broker-dealers, putting intense focus on those recommending and selling alternative investments, including nontraded REITs. <b><i>Don't Miss: <a href="http://www.investmentnews.com/article/20140110/FREE/140119991">Our full look at the SEC's 2014 priorities</a></b></i>
<i>Breakfast with Benjamin:</i> January was rough, and though Seattle winning the Super Bowl is a good omen for stocks, it's going to be a bumpy ride. Also: How defined contribution assets surged, celebrating 25 years as a top PM, who to thank (or blame) for 401(k)s, finding gems in the emerging markets and who won the Super Bowl of advertising?
