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INDUSTRY NEWS MAR 04, 2016
Fund affiliated with Nick Schorsch and late Aubrey McClendon is paying back investors

After failing to hit its $2 billion target, oil and natural gas fund is liquidating, according to a source.

By Christine Idzelis
EQUITIES MAR 04, 2016
Gold's near-term future looks bright

Investors are piling in to gold funds, ETFs

By Jeff Benjamin
FIXED INCOME MAR 04, 2016
What happens if the Fed goes negative?

The most obvious victims of a negative-rate environment are savers and retirees

By MFXFeeder
Not just the DOL: Retirement plan advisers must prepare for increased SEC scrutiny
RETIREMENT PLANNING MAR 04, 2016
Not just the DOL: Retirement plan advisers must prepare for increased SEC scrutiny

SEC now digging into rollover advice, other aspects of conflicts relating to retirement accounts

By Blaine F. Aikin
Once unheard of, negative interest rates emerge as a viable Fed tool
FIXED INCOME MAR 04, 2016
Once unheard of, negative interest rates emerge as a viable Fed tool

Savers and retirees would suffer the most

By Jeff Benjamin
Best junk bond manager of decade says recession fears overdone
MUTUAL FUNDS MAR 03, 2016
Best junk bond manager of decade says recession fears overdone

Fidelity's Mark Notkin sees mid-to-high single-digit returns for 2016

By Bloomberg
Value stocks poised to take the lead from growth investing
MUTUAL FUNDS MAR 03, 2016
Value stocks poised to take the lead from growth investing

A looming earnings recession favors utilities, staples, dividend-payers.

By Jeff Benjamin
Financial advisers, analysts shrug off recession fears
EQUITIES MAR 03, 2016
Financial advisers, analysts shrug off recession fears

Meager economic growth and political fear-mongering aside, financial advisers shouldn't be overly concerned about the threat of a U.S. recession.

By Jeff Benjamin
For survivor benefits, timing is everything under new Social Security rules
RETIREMENT PLANNING MAR 03, 2016
For survivor benefits, timing is everything under new Social Security rules

The Social Security Administration's file-and-suspend guidance injects some confusion regarding the choice between survivor and retirement benefits.

By Mary Beth Franklin
Advisers challenged to keep polarized election rhetoric out of client discussions
PRACTICE MANAGEMENT MAR 03, 2016
Advisers challenged to keep polarized election rhetoric out of client discussions

Mitigating political passions in meetings — whether for Trump or Sanders or anyone in between — can mean letting clients rage.

By Liz Skinner
Gold rally takes a breather
ETFS MAR 03, 2016
Gold rally takes a breather

Some analysts say the pullback makes more sense than the rally

By Jeff Benjamin
Oracle Corp. 401(k) plan targeted for excessive fees
RETIREMENT PLANNING MAR 03, 2016
Oracle Corp. 401(k) plan targeted for excessive fees

Oracle's plan and its fiduciaries are the latest to be targeted in a slew of excessive-fee suits to emerge over the past several weeks.

By Greg Iacurci
Richard Ketchum, Finra chief executive, to retire
PRACTICE MANAGEMENT MAR 03, 2016
Richard Ketchum, Finra chief executive, to retire

The brokerage industry's chief regulator will step down in the second half of 2016 after a successor is found.

By Bruce Kelly
RETIREMENT PLANNING MAR 02, 2016
Could employers be the antidote to your student loan burden?

The student loan repayment-retirement savings juggle has never been more difficult, but new benefits could help ease the strain.

By Bloomberg
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds
EQUITIES MAR 02, 2016
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds

Scoring funds for social, environmental and governance factors feeds a growing investor appetite

By Jeff Benjamin
Technology for firms of all sizes
INDUSTRY NEWS MAR 02, 2016
Technology for firms of all sizes

Whether you're just starting out on your own or already have an established advisory practice, technology questions are ever-present.

By Alexandra Schnitta
Buffett bets on real estate with stake in Sears spin-off REIT
ALTERNATIVES MAR 02, 2016
Buffett bets on real estate with stake in Sears spin-off REIT

Attraction for the billionaire could be the REIT's right to recapture leased space at better rates.

By Bloomberg
New academic research challenges the honesty of financial advisers
RIAS MAR 01, 2016
New academic research challenges the honesty of financial advisers

<i>Breakfast with Benjamin</i> Professors take it to the advice industry with a new paper charging economy-wide adviser misconduct.

By Jeff Benjamin
PRACTICE MANAGEMENT MAR 01, 2016
Nominate your best for InvestmentNews' 40 Under 40

InvestmentNews is beginning its search for the best and brightest among the advice industry's latest class of up-and-comers.

By FGabriel
Eaton Vance's NextShares fund meets critical reviews
EQUITIES MAR 01, 2016
Eaton Vance's NextShares fund meets critical reviews

Hybrid exchange-traded mutual fund called a 'test case', and is already receiving some skeptical reviews.

By Jeff Benjamin