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REGULATION AND LEGISLATION JUL 25, 2016
Adviser, insurance groups step up spending on political campaigns

Some have a board mandate to shell out more, while others have been encouraged by seeing their donations enhance their lobbying efforts.

By Mark Schoeff Jr.
EQUITIES JUL 25, 2016
Deutsche Bank says fiscal stimulus can't save us

Plus: Gold investors love this Fed, really cheap ETFs, and an alternative to summer reading

By Jeff Benjamin
EQUITIES JUL 25, 2016
REIT ETFs trouncing stocks thanks to low interest rates and flight to passive investing

Real estate-focused exchange traded funds attracted $1.5 billion in new money in June, followed by $1.3 billion the month before, according to FactSet.

By Jeff Benjamin
MoneyGuidePro creator releases DOL fiduciary-focused software
FINTECH JUL 25, 2016
MoneyGuidePro creator releases DOL fiduciary-focused software

Firms that use the tool will have a way to gauge if clients are invested to their best interests.

By Alessandra Malito
PRACTICE MANAGEMENT JUL 24, 2016
SEC 'temporary' principal trading rule to expire

Official says few firms are using it, although SIFMA has been a proponent of keeping it alive.

By Mark Schoeff Jr.
FIXED INCOME JUL 24, 2016
The Fed sits on its hands

Plus: Buying at the top, saving for retirement or else, and good funds with short track records

By Jeff Benjamin
Strategies for dealing with irrational clients
PRACTICE MANAGEMENT JUL 24, 2016
Strategies for dealing with irrational clients

Asset allocation decisions beyond what risk-tolerance assessments might suggest can help advisers address individual behavioral finance issues.

By Liz Skinner
Bill Gross betting big on Mexican government debt
INDUSTRY NEWS JUL 24, 2016
Bill Gross betting big on Mexican government debt

By Bloomberg
Eaton Vance fund loads up on cash after making 15% during bond rally
MUTUAL FUNDS JUL 24, 2016
Eaton Vance fund loads up on cash after making 15% during bond rally

Bond market losing allure amid hunt for yield, says fund manager Kathleen Gaffney

By Bloomberg
Finra, it's high time for transparency
OPINION JUL 24, 2016
Finra, it's high time for transparency

A call for new Finra leadership to be more forthcoming about the board's work.

By MFXFeeder
BlackRock says good luck earning more than 6% returns over the next five years
INDUSTRY NEWS JUL 24, 2016
BlackRock says good luck earning more than 6% returns over the next five years

By Bloomberg
RIAS JUL 24, 2016
Women to Watch 2016: Nominations open for female leaders of the advice industry

Shine a light on the many talented, successful women who serve as role models and leaders in the industry.

By SSIRACUSE
RETIREMENT PLANNING JUL 22, 2016
Make Medicare easier by using auto pay

Auto payment can help limit the chance of coverage lapses and reinstatement penalties down the road.

By Bloomberg
Take 5: Nuveen's Bob Doll says active managers can beat the indexes
MUTUAL FUNDS JUL 22, 2016
Take 5: Nuveen's Bob Doll says active managers can beat the indexes

Five candid responses on his annual predictions, Donald Trump's campaign, active management, low yields, and reading up on Christian best practices.

By John Waggoner
EQUITIES JUL 22, 2016
Investors pour into junk bond ETFs, signaling more upside for stocks

<i>Breakfast with Benjamin</i> Investors are flocking to junk bond ETFs, showing another leg of risk-on investing.

By Jeff Benjamin
EQUITIES JUL 22, 2016
Jeffrey Gundlach's 'Bond King' crown comes into question

Plus: Indexers take over the world, building trust with clients, and some summer reading ideas for advisers

By Jeff Benjamin
Hillary Clinton proposes free public in-state tuition for students whose families make less than $125,000
INDUSTRY NEWS JUL 22, 2016
Hillary Clinton proposes free public in-state tuition for students whose families make less than $125,000

By Bloomberg
Retirement plan advisers should keep current clients happy to get new ones: MassMutual study
RETIREMENT PLANNING JUL 21, 2016
Retirement plan advisers should keep current clients happy to get new ones: MassMutual study

Survey shows that 58% of plan sponsors found their adviser through a referral.

By Tanvi Acharya
FIXED INCOME JUL 21, 2016
Bond investors should be sweating a looming Treasury glut

Plus: The real cost of socially responsible investing, how to invest in bonds, and qualified charitable distributions

By Jeff Benjamin
RMDs can create future tax savings
IRA ALERT JUL 21, 2016
RMDs can create future tax savings

If clients don't need the income, here are some ways the money they must take can be put to good use.

By Ed Slott