Advisor News

Displaying 26923 results
WIREHOUSES DEC 16, 2013
BNY Mellon to sell Wall Street headquarters

Bank of New York Mellon Corp. plans to sell Manhattan's 1 Wall St., the Art Deco skyscraper that serves as its corporate headquarters, and has hired brokers to find a smaller amount of space to lease elsewhere.

By Matt Ackermann
RIA NEWS DEC 16, 2013
Note to state legislators: Voters' retirement security is your responsibility, too

The overall cost of retirement can sometimes seem difficult to grasp, but Main Street investors know that a dignified post-working lifestyle doesn't come cheap.

By Dale E. Brown
RETIREMENT PLANNING DEC 16, 2013
Social Security's rearview mirror: Retroactive benefits

How to maximize Social Security benefits for a married couple, both of whom turned 66 in January 2013, and are just now filing.

By Mary Beth Franklin
RETIREMENT PLANNING DEC 16, 2013
Tax break for repaying Social Security benefits

Depending on your income, some of your Social Security benefits may be taxable. But if you repay benefits, you may be eligible for a deduction or credit.

By Mary Beth Franklin
How to hedge bets when claiming Social Security
RETIREMENT PLANNING DEC 16, 2013
How to hedge bets when claiming Social Security

The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.

By Mary Beth Franklin
RETIREMENT PLANNING DEC 16, 2013
Third quarter lifts insurers' VA businesses

The markets have been kind to investors in variable annuities during the third quarter — which means they've been even more generous to the insurers that have sold the products in the first place.

By Darla Mercado
RETIREMENT PLANNING DEC 16, 2013
Largest long-term-care insurance sellers go after premium increases

As large long-term-care insurance sellers like John Hancock and Genworth both pursue rate hikes, one analyst says advisers should brace themselves for even more to come.

By Darla Mercado
RETIREMENT PLANNING DEC 16, 2013
Group ignites debate on retirement plan benefits for same-sex couples

Spark Institute proposes uniform rule based on where couples were married

By Darla Mercado
RETIREMENT PLANNING DEC 16, 2013
Wait for it: Advisers to small plans gird for DOMA aftermath

Undersized businesses face a bevy of changes to health plans, 401(k) following Supreme Court ruling on Defense of Marriage Act

By Darla Mercado
RETIREMENT PLANNING DEC 16, 2013
DOMA ruling dramatically changes financial planning for same-sex couples

The Supreme Court's ruling on Wednesday put an end to the law known as the Defense of Marriage Act. But it also marks the beginning of a new era in financial planning for gay couples.

By Liz Skinner
REGULATION AND LEGISLATION DEC 15, 2013
SEC actions down in fiscal 2013 but sanctions up

Fewer than 700 actions taken but agency collected a record $3.4 billion.

By Trevor Hunnicutt
OPINION DEC 15, 2013
Bill to fund exams should get full hearing

By MFXFeeder
RETIREMENT PLANNING DEC 15, 2013
Advisers pick their poison with UL policies

By MFXFeeder
RIA NEWS DEC 15, 2013
Smart advisers, smart machines

By Trevor Hunnicutt
RETIREMENT PLANNING DEC 15, 2013
Advisers need to boost knowledge of Social Security

By MFXFeeder
RETIREMENT PLANNING DEC 15, 2013
Keep your eyes on the calendar

By MFXFeeder
INDEPENDENT BROKER DEALERS DEC 13, 2013
Finra board eyes raising arb fees to increase arbitrator pay

Finra is considering raising the fees related to pursuing an arbitration claim against a brokerage firm in order to increase the pay for people who hear the cases.

By Mark Schoeff Jr.
FINTECH DEC 13, 2013
Anybody can have a blog but not everybody should

Advisers should only create a blog if they have something unique to say, coach suggests.

By Matthew Halloran
FINTECH DEC 13, 2013
Conquer social media – it's like falling off a blog

Think of your social-media strategy as a human body: the blog is the torso and the networks and sites you use are the appendages. Social-media maven Josh Brown offers insights that will save you time and make you money.

By Joshua Brown
FINTECH DEC 13, 2013
The 'why' and 'how' of blogging

Dig deep to figure out the reason behind pursuing a web strategy.

By Joshua Brown