Advisor News

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RETIREMENT PLANNING OCT 15, 2015
The newest way to get rid of credit card debt

Peer-to-peer lending is an increasingly popular way of stamping out debt, but how does it stack up against more traditional strategies?

By Bloomberg
ETFs are the next frontier for liquid alternatives
OPINION OCT 15, 2015
ETFs are the next frontier for liquid alternatives

Mutual funds have been the go-to wrapper for alternative strategies, but that's changing.

By Trevor Hunnicutt
RETIREMENT PLANNING OCT 15, 2015
Retirees feel the pinch of rising health care costs

A 65-year-old couple retiring this year should expect to spend $245,000 on health care costs, up $25K from last year.

By Laura Sanicola
Market volatility fails to dent investors' attraction to robo-advisers
FINTECH OCT 15, 2015
Market volatility fails to dent investors' attraction to robo-advisers

The summertime spike in market volatility failed to dent investors' willingness to invest — or invest more of — their assets with robo-advisers.

By Alessandra Malito
Some retirees could see higher Medicare premiums, reduced Social Security benefits in 2016
RETIREMENT PLANNING OCT 15, 2015
Some retirees could see higher Medicare premiums, reduced Social Security benefits in 2016

One strategy may protect you from higher premiums next year; the other won't.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 15, 2015
How Social Security claiming strategies affect Medicare premiums

One strategy may protect you from higher premiums in 2016; the other won't.

By Mary Beth Franklin
INDEPENDENT BROKER DEALERS OCT 14, 2015
Wells Fargo Advisors president Mary Mack pleased with reception from Credit Suisse brokers

Executive sees recruiting opportunity across the country after October recruiting deal struck.

By Mark Schoeff Jr.
Intel sued for investing employee 401(k) funds in hedge funds, private equity
RETIREMENT PLANNING OCT 14, 2015
Intel sued for investing employee 401(k) funds in hedge funds, private equity

Lawsuit alleges 401(k) and profit-sharing participants invested in tech firm's custom target-date series and global diversified fund lost hundreds of millions of dollars.

By Meaghan Kilroy
Gold rises from the dead
EQUITIES OCT 14, 2015
Gold rises from the dead

<i>Breakfast with Benjamin</i>: A dead asset no longer, gold shines bright above its 200-day moving average for the first time in five months.

By Jeff Benjamin
Retirement savings gap will fall mostly on women, Krawcheck says
RETIREMENT PLANNING OCT 14, 2015
Retirement savings gap will fall mostly on women, Krawcheck says

Former Bank of America exec calls it 'a women's crisis,' urges financial industry to lower the $13B gap between assets and post-retirement needs.

By Bloomberg
RETIREMENT PLANNING OCT 14, 2015
Four pieces of advice for boomers retiring on fumes

Retirees will need to bridge the gap between how much they collect through Social Security and what they're likely to spend in retirement.

By Laura Sanicola
Comparing CRM systems: Breaking down the details
FINTECH OCT 14, 2015
Comparing CRM systems: Breaking down the details

A simple collation of the tools and features of adviser-facing CRMs.

By Alessandra Malito
Sallie Krawcheck announces funding for launch of women-focused robo-adviser
FINTECH OCT 14, 2015
Sallie Krawcheck announces funding for launch of women-focused robo-adviser

Concept of gender-specific automated investment service takes off with the second of its kind just a month after the first launched.

By Alessandra Malito
MassMutual teams with Envestnet on defined-contribution managed-account service
RETIREMENT PLANNING OCT 14, 2015
MassMutual teams with Envestnet on defined-contribution managed-account service

Insurer is trying to capitalize on big growth seen among asset-allocation products in the DC market and betting managed accounts become more widely used.

By Greg Iacurci
RETIREMENT PLANNING OCT 14, 2015
Consumers lack detailed knowledge of Social Security

New survey finds advisers can play crucial role in maximizing clients' benefits.

By Mary Beth Franklin
How independent broker-dealers are utilizing technology today
FINTECH OCT 14, 2015
How independent broker-dealers are utilizing technology today

A snapshot of the technological spending and usage in the IBD channel

By Ellie Zhu
Presidential candidates can't ignore Social Security
RETIREMENT PLANNING OCT 14, 2015
Presidential candidates can't ignore Social Security

Exhaustion of disability trust fund in 2016 should force discussion of long-term financing issues.

By Mary Beth Franklin
Advisers missing major wrinkle in DOL's fiduciary rule
PRACTICE MANAGEMENT OCT 13, 2015
Advisers missing major wrinkle in DOL's fiduciary rule

Proposal would force RIAs to comply with both the SEC standard and Labor Department's rule, FSI says.

By Dale Brown
RETIREMENT PLANNING OCT 13, 2015
Tips for how employees can get the most out of their retirement plan

The chief executive of retirement services provider TIAA-CREF weighs in on what is and isn't working when it comes to retirement savings.

By Bloomberg
OPINION OCT 13, 2015
Duty of due care and robo-advisers

By Blaine F. Aikin