Advisor News

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RETIREMENT PLANNING NOV 16, 2012
Medical pros on the front line in fight against financial abuse of seniors

Medical pros say they can play a part but financial advisers have key role.

By Liz Skinner
REGULATION AND LEGISLATION NOV 16, 2012
Lunch encounter: Chance meeting convinces Aikin fidush change on the way

Says DOL's Borzi emphatic about pushing through new definition of fiduciary

By DJAMIESON
Deal or no deal? Deal, predicts strategist
REGULATION AND LEGISLATION NOV 16, 2012
Deal or no deal? Deal, predicts strategist

Deal, predicts Schwab's top strategist, who thinks the fiscal cliff will be averted. But say goodbye to low cap gains rates. | <a href=http://www.investmentnews.com/article/20121113/FREE/121119974>Osterland: Bland, not grand, bargain would suffice</a> &amp;raquo;

By DJAMIESON
Bland — not grand — bargain would suffice, strategist says
REGULATION AND LEGISLATION NOV 16, 2012
Bland — not grand — bargain would suffice, strategist says

Small compromises and concession would likely help U.S. steer clear of fiscal cliff

By AOSTERLAND
LPL signs on with another credit union
INDEPENDENT BROKER DEALERS NOV 15, 2012
LPL signs on with another credit union

Alliant seeks to expand retirement offerings, grow advisory business; 35th deal for B-D this year

By Liz Skinner
Finra extends key deadlines in Sandy's wake
REGULATION AND LEGISLATION NOV 15, 2012
Finra extends key deadlines in Sandy's wake

SRO's NYC office closed due to storm

By DJAMIESON
First Sandy, now Sandy scams
REGULATION AND LEGISLATION NOV 15, 2012
First Sandy, now Sandy scams

State regulators warn about con artists touting hurricane-related investments, other come-ons

By Mark Schoeff Jr.
MassMutual sets 7% payout for '13, showing up fixed income
RETIREMENT PLANNING NOV 15, 2012
MassMutual sets 7% payout for '13, showing up fixed income

Move shows there's nothing plain about whole-life amid low rate environment.

By Darla Mercado
Life insurance — not annuities — is the next area for growth: Insurance execs
RETIREMENT PLANNING NOV 15, 2012
Life insurance — not annuities — is the next area for growth: Insurance execs

Fixed annuities squeezed by low rates; waning appetite for VA biz

By Darla Mercado
RETIREMENT PLANNING NOV 14, 2012
Rashomon? Clients and their children have different vision of parents' retirement

Survey suggests advisers should hold discussions with both camps; few do

By Liz Skinner
What happens to Medicare when you suspend Social Security bennies?
RETIREMENT PLANNING NOV 14, 2012
What happens to Medicare when you suspend Social Security bennies?

You don't lose your health care coverage -- unless you opt out.

By Mary Beth Franklin
Mulligan? How to undo a Social Security claiming decision
RETIREMENT PLANNING NOV 14, 2012
Mulligan? How to undo a Social Security claiming decision

Although the payback option is limited, there are still ways to boost benefits

By Mary Beth Franklin
FINTECH NOV 13, 2012
The InvestmentNews Adviser Technology Study: Now open

<i>InvestmentNews</i> has just launched our first-ever independent-adviser technology study, which aims to provide advisers with a way to benchmark their firms' technology investments and usages against similar and top-performing firms.

By Mark Bruno
REGULATION AND LEGISLATION NOV 13, 2012
Obama legacy hangs on deal

By AOSTERLAND
RETIREMENT PLANNING NOV 13, 2012
Stable-value-fund fee data elusive despite DOL regs

By Darla Mercado
Cortazzo moves affiliation to LPL Financial from SII
RIA NEWS NOV 13, 2012
Cortazzo moves affiliation to LPL Financial from SII

By Bruce Kelly
Top LPL adviser going — but not gone
RIA NEWS NOV 13, 2012
Top LPL adviser going — but not gone

Waldron to custody assets elsewhere but keep relationship

By Bruce Kelly
RETIREMENT PLANNING NOV 13, 2012
Mary Beth Franklin: Get your (Social Security) tricks on Route 66

One spouse must wait until age 66 to exercise creative claiming strategiesThat's the magic number for maxing spousal benefits

By Mary Beth Franklin
LPL landing some big teams — with more to follow
INDEPENDENT BROKER DEALERS NOV 13, 2012
LPL landing some big teams — with more to follow

Five groups with $4.4B in assets have signed on during the past three months; 'strong pipeline'

By Bruce Kelly
Suddenly, money fund reform back in play
MUTUAL FUNDS NOV 13, 2012
Suddenly, money fund reform back in play

SEC opponent of earlier money fund reform now backs floating NAV; tide turning?

By John Goff