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EQUITIES FEB 09, 2016
America's earnings recession is getting ugly

<i>Breakfast with Benjamin</i> Oil's woes are a major problem for earnings growth, as S&amp;P 500 companies continue to suffer declines.

By Jeff Benjamin
TD takes integration approach on robo-strategy over acquisition
FINTECH FEB 09, 2016
TD takes integration approach on robo-strategy over acquisition

TD Ameritrade Institutional, the adviser arm of the custodian, says working with 16 robo-advisory platforms allows advisers to pick their preference.

By Alessandra Malito
Some local Social Security Administration offices refuse to process benefit applications
RETIREMENT PLANNING FEB 08, 2016
Some local Social Security Administration offices refuse to process benefit applications

Having problems trying to file and suspend before deadline? You're not alone.

By Mary Beth Franklin
Some local Social Security Administration offices refuse to process benefit applications
RETIREMENT PLANNING FEB 08, 2016
Some local Social Security Administration offices refuse to process benefit applications

Having problems trying to file and suspend before deadline? You're not alone.

By Mary Beth Franklin
Merrill Lynch launches Social Security claiming tool
RETIREMENT PLANNING FEB 08, 2016
Merrill Lynch launches Social Security claiming tool

Other advisers can take a page from the the firm's action plan.

By Mary Beth Franklin
EQUITIES FEB 08, 2016
Wall Street strategists cutting bait on their 2016 market predictions

<i>Breakfast with Benjamin</i> The year is only 39 days old, but top Wall Street strategists have already lost faith in their bullish estimates for the S&amp;P 500.

By Jeff Benjamin
Reach out to clients during volatility or others will
RIAS FEB 08, 2016
Reach out to clients during volatility or others will

Advisers are focusing their energies on managing investment expectations and trying to stifle panic during market gyrations.

By Liz Skinner
Bond markets underestimating the Fed, Goldman and Pimco warn
FIXED INCOME FEB 08, 2016
Bond markets underestimating the Fed, Goldman and Pimco warn

The firms say bonds are poised to fall and traders aren't prepared for how far the Federal Reserve will raise interest rates.

By Bloomberg
New bill would provide universal retirement coverage for U.S. workers
RETIREMENT PLANNING FEB 08, 2016
New bill would provide universal retirement coverage for U.S. workers

Legislation sponsored by Senator Jeff Merkley (D-Oregon) would establish a universal savings account for all working Americans regardless of the size of their employers.

By Greg Iacurci
Are your clients using the wrong account to save for retirement?
RETIREMENT PLANNING FEB 08, 2016
Are your clients using the wrong account to save for retirement?

Provocative article suggests health savings accounts may top 401(k) plans as wealth accumulation vehicle.

By Mary Beth Franklin
RIAS FEB 08, 2016
Lessons in leadership for advisers from 'Game of Thrones'

The industry's proverbial war will be won by advisers who understand the power of technology.

By Joe Duran
Global stocks extend drop with oil
INDUSTRY NEWS FEB 07, 2016
Global stocks extend drop with oil

Dow average sinks more than 200 points as banks slide

By Bloomberg
Owner of Westminster's winning dog to see big return on investment
RETIREMENT PLANNING FEB 07, 2016
Owner of Westminster's winning dog to see big return on investment

Puppies of the three-year-old male will bring in thousands of dollars each, and endorsements could bring in even more. But getting the poised sporting dog to the winning circle wasn't cheap.

By Liz Skinner
RIAS FEB 07, 2016
SEC takes steps to avoid Madoff sequel

The regulator must find a way to increase the productivity of its examiners

By MFXFeeder
FIXED INCOME FEB 07, 2016
High-yield bonds lose their appeal amid ratings downgrades

By John Waggoner
RETIREMENT PLANNING FEB 07, 2016
Advisers, new pensions have holes to fill

Clients need to be sold on the idea of saving for retirement, and needing advice on retirement investments

By MFXFeeder
Stocks retreat on deepening anxiety over global economy
INDUSTRY NEWS FEB 05, 2016
Stocks retreat on deepening anxiety over global economy

Signs of distress in financial markets are gathering force as concern over the state of the global economy deepens.

By Bloomberg
RETIREMENT PLANNING FEB 05, 2016
Ask the Adviser: Why should I insure my home for more than I can sell it for?

Homeowners often get the amount for which they should have their home insured wrong.

By Kevin Lynch
RBC partners with BlackRock's FutureAdvisor for robo-adviser pilot program
FINTECH FEB 05, 2016
RBC partners with BlackRock's FutureAdvisor for robo-adviser pilot program

Half a dozen markets will test the new platform before potential approval nationwide.

By Alessandra Malito
Investing in a rising-rate environment
INDUSTRY NEWS FEB 05, 2016
Investing in a rising-rate environment

Energy, utilities, REIT and health care sectors are likely to outperform as Fed starts to tighten.

By Scott Minerd