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Invesco, Longleaf funds stashing cash as bear market cushion
MUTUAL FUNDS JUN 09, 2016
Invesco, Longleaf funds stashing cash as bear market cushion

But these funds will look like idiots in a rip-snorting bull market.

By John Waggoner
Insurance groups ACLI and NAIFA sue DOL over fiduciary rule's impact on annuities
REGULATION AND LEGISLATION JUN 09, 2016
Insurance groups ACLI and NAIFA sue DOL over fiduciary rule's impact on annuities

Third legal complaint against the Labor Department's regulation to raise retirement advice standards is filed in a Texas court by insurance-industry organizations.

By Mark Schoeff Jr.
How to optimize Medicare for those who have served in the military
RETIREMENT PLANNING JUN 09, 2016
How to optimize Medicare for those who have served in the military

How can active-duty, veteran, or retired military servicemen get the most from their healthcare benefits? Find out in this article.

By Ramon Berenguer
Social Security, divorce and remarriage
RETIREMENT PLANNING JUN 09, 2016
Social Security, divorce and remarriage

Who gets which benefits when? It depends.

By Mary Beth Franklin
SigFig raises $40 million in funding, led by Eaton Vance, asserting industry interest in robo-advisers
FINTECH JUN 09, 2016
SigFig raises $40 million in funding, led by Eaton Vance, asserting industry interest in robo-advisers

Other partners include New York Life, Santander and current partner UBS.

By Alessandra Malito
RETIREMENT PLANNING JUN 09, 2016
Guaranteed ways to boost your credit score

The rule of thumb says you can tap 20 to 25% of available credit before you risk hurting your credit score.

By Bloomberg
RIAS JUN 09, 2016
The DOL fiduciary rule will forever change financial advice, and the industry has to adapt

The DOL fiduciary rule will forever change financial advice, and the industry now faces the challenge of adapting to the new regulation.

By Liz Skinner
With mergers poised to increase, are you ready for the next step?
BROKER DEALERS JUN 09, 2016
With mergers poised to increase, are you ready for the next step?

The mergers we may see as a by-product of the DOL rule are likely to be trickier — and more permanent — affiliations, and advisers will need to do their homework.

By Bloomberg
FINTECH JUN 09, 2016
Pershing expands its digital advice with NextCapital partnership

Pershing LLC has partnered with NextCapital, an adviser-facing robo platform.

By Alessandra Malito
EMERGING MARKETS JUN 08, 2016
Bill Gross highlights the dirty downside of negative interest rates

<i>Breakfast with Benjamin</i> According to Janus' Bill Gross, just because negative interest rates feel good doesn't mean they're a good thing.

By Jeff Benjamin
House Democrats sponsor bill for universal retirement coverage
RETIREMENT PLANNING JUN 08, 2016
House Democrats sponsor bill for universal retirement coverage

The legislation, which would automatically enroll employees without retirement-plan access, is a companion bill to one put forth in the Senate earlier this year.

By Greg Iacurci
Other wirehouses unlikely to follow UBS lead in scaling back recruitment
WIREHOUSES JUN 08, 2016
Other wirehouses unlikely to follow UBS lead in scaling back recruitment

The Wall Street firm will emphasize retention over costly recruitment packages.

By Greg Iacurci
BlackRock developing green bond funds as Pimco urges caution
INDUSTRY NEWS JUN 08, 2016
BlackRock developing green bond funds as Pimco urges caution

Green bond issuance globally has grown 80% this year, much of it from China

By Bloomberg
PRACTICE MANAGEMENT JUN 08, 2016
Our legal challenge to the DOL: Making our voices heard in court

The Labor Department's determination to move ahead with the fiduciary rule in spite of others' grave misgivings has left us with no other choice than to bring this issue before a court of law.

By Dale Brown
INDUSTRY NEWS JUN 08, 2016

By Bloomberg
Advisory firms should prep for DOL fiduciary rule while court challenges proceed
REGULATION AND LEGISLATION JUN 08, 2016
Advisory firms should prep for DOL fiduciary rule while court challenges proceed

Even those fighting the regulation say advisers need to start making business decisions to meet April 2017 implementation.

By Liz Skinner
The CFA exam's toughest question: Is it worth it?
INDUSTRY NEWS JUN 08, 2016
The CFA exam's toughest question: Is it worth it?

Most job postings mentioning CFA offer less than $100,000.

By Bloomberg
TD's Skip Schweiss to RIAs: Don't shrug off DOL fiduciary rule
RETIREMENT PLANNING JUN 08, 2016
TD's Skip Schweiss to RIAs: Don't shrug off DOL fiduciary rule

Registered investment advisers can be held liable if they don't act in clients' 'sole interest' when it comes to retirement advice.

By Christine Idzelis
INDUSTRY NEWS JUN 08, 2016
Struggling active managers face the reckoning

Plus: Dodd-Frank foes outline plan to dismantle law, Goldman says utility stocks expensive and JPMorgan revamps dress code

By Jeff Benjamin
T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients
MUTUAL FUNDS JUN 08, 2016
T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients

Firm's moves stem from error it made in voting on the 2013 buyout of Dell.

By John Waggoner