Advisor News

Displaying 26607 results
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
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
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.
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
PRACTICE MANAGEMENT NOV 22, 2015
Finra's Susan Axelrod: Finding a job you love is what matters

By Susan F. Axelrod
FINTECH NOV 20, 2015
Will Fidelity kill goose that laid the golden egg?

By Alessandra Malito
EQUITIES NOV 19, 2015
S&P's global financial literacy test is out

<i>Breakfast with Benjamin:</i> S&amp;P Rating Services has released its global financial services literacy test, which uses four questions to test understanding of interest compounding, inflation, and risk diversification. How would you do?

By Jeff Benjamin
RETIREMENT PLANNING NOV 19, 2015
How to build an emergency fund fast

Forty-one percent of households don't have $2,000 in liquid savings, which would cover the median cost of the most expensive financial shock.

By Bloomberg
RETIREMENT PLANNING NOV 19, 2015
Five year-end moves to make you richer

Now is the time to sit down and focus on your finances.

By Bloomberg
Cybersecurity for the insecure RIA
OPINION NOV 19, 2015
Cybersecurity for the insecure RIA

Ways to prevent a bad outcome when examiners come to assess your cybersecurity efforts

By Les Abromovitz
REGULATION AND LEGISLATION NOV 19, 2015
Nicholas Schorsch's RCAP gets scorched on multiple fronts

By Mark Schoeff Jr.
UBS scores $2 billion Morgan Stanley team
PRACTICE MANAGEMENT NOV 19, 2015
UBS scores $2 billion Morgan Stanley team

The third billion-dollar-plus team to leave Morgan this summer is the latest in a series of big swaps.

By Mason Braswell
PRACTICE MANAGEMENT NOV 18, 2015
It's the time of year when wirehouses tinker with adviser pay plans

Firms need to think differently as the arms race in upfront money continues unabated.

By DSARCH
Graying advisers perform juggling act with baby-boomer, millennial clients
RETIREMENT PLANNING NOV 18, 2015
Graying advisers perform juggling act with baby-boomer, millennial clients

Working with retirement clients presents great challenges and opportunities. No two clients are alike and they need personalized solutions.

By Mary Beth Franklin
$5B Credit Suisse team latest to spurn Wells Fargo by joining Morgan Stanley
PRACTICE MANAGEMENT NOV 18, 2015
$5B Credit Suisse team latest to spurn Wells Fargo by joining Morgan Stanley

Wells finds exclusive recruiting agreement not enough to close the deal with all of the Swiss firm's brokers.

By Laura Sanicola
How to minimize the sting of 2016 Medicare premium rates
RETIREMENT PLANNING NOV 18, 2015
How to minimize the sting of 2016 Medicare premium rates

Beneficiaries who can't avoid an increase can still find ways to manage through the hike.

By Katy Votava
UBS hires three Credit Suisse teams with $3.2B in assets
PRACTICE MANAGEMENT NOV 18, 2015
UBS hires three Credit Suisse teams with $3.2B in assets

Houston-based brokers, who specialize in ultra-high-net-worth clients, include vets from Credit Suisse.

By Laura Sanicola
Health costs derail common retirement savings benchmark
RETIREMENT PLANNING NOV 18, 2015
Health costs derail common retirement savings benchmark

Steeply rising health costs call for a more dynamic retirement planning approach than traditional income replacement ratios.

By Greg Iacurci
Northeast better suited for retirement than rest of country: Personal Capital
RETIREMENT PLANNING NOV 18, 2015
Northeast better suited for retirement than rest of country: Personal Capital

Study examines regional differences in retirement readiness; lessons for advisers.

By Alessandra Malito
DOL, industry spar over cost estimates for fiduciary rule
RETIREMENT PLANNING NOV 18, 2015
DOL, industry spar over cost estimates for fiduciary rule

Perez defends White House study, while SIFMA and ICI attack it.

By Mark Schoeff Jr.