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EQUITIES NOV 16, 2015
Beyond Fed's (all but certain) rate hike

Markets are expected to experience some immediate, but short-term, volatility if the Federal Reserve decides to raise interest rates in December.

By Jeff Benjamin
Calpers makes another move away from pricey investments by trimming real estate exposure
ALTERNATIVES NOV 16, 2015
Calpers makes another move away from pricey investments by trimming real estate exposure

<i>Breakfast with Benjamin</i>: Nation's largest public pension fund trims its real estate holdings with a $3B sale.

By Jeff Benjamin
401(k) plans often provide greater chance for retirement savings than pensions: EBRI
RETIREMENT PLANNING NOV 16, 2015
401(k) plans often provide greater chance for retirement savings than pensions: EBRI

Economic modeling shows voluntary enrollment 401(k) plans provided better opportunity for achieving an 80% salary replacement ratio than DB plans for three of four income categories.

By Robert Steyer
Fidelity, Schwab to halt AR Capital sales
RIAS NOV 15, 2015
Fidelity, Schwab to halt AR Capital sales

Firms pull the plug after Massachusetts <a href="//www.investmentnews.com/article/20151112/FREE/151119971/massachusetts-galvin-charges-realty-capital-securities-with-proxy&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">charges RCS Capital with fraudulently rounding up proxy votes</a> to support real estate deals sponsored by AR Capital.

By Bruce Kelly
EQUITIES NOV 15, 2015
December looking more likely for Fed rate hike

<i>Breakfast with Benjamin:</i> Ground Control to Major Yellen. Commencing countdown, engines on. The Fed's October meeting minutes stress a potential December liftoff for rates.

By Jeff Benjamin
OPINION NOV 15, 2015
Don't tune out crowdfunding

Advisers will need to stay current during the evolution of this new retail-level private equity market

By MFXFeeder
RIAS NOV 15, 2015
Wake-up call for RIAs: It's time to fix exams before it's too late

Fix the exam frequency issue before investors are harmed, the reputation of the RIA industry is tarnished and Washington imposes a solution not of our choosing

By Skip Schweiss
FINTECH NOV 15, 2015
Deploying technology for financial firms

Alexey Sokolin sees possible applications for cryptocurrencies, image recognition in adviser space

By Alessandra Malito
RIAS NOV 13, 2015
How to avoid becoming a tax scam victim

<i>Breakfast with Benjamin:</i> After the big IRS data breach, few people probably trust the agency regarding data security. Nonetheless, it's offered a checklist of ways to avoid becoming a tax-scam victim.

By Jeff Benjamin
Plan to work longer for more retirement savings? Don't count on it
RETIREMENT PLANNING NOV 13, 2015
Plan to work longer for more retirement savings? Don't count on it

Although delaying retirement helps financial readiness, it can't be a safety net for everyone.

By Greg Iacurci
Health costs derail common retirement savings benchmark
RETIREMENT PLANNING NOV 13, 2015
Health costs derail common retirement savings benchmark

This retirement-savings metric may be luring Americans into a false sense of security.

By Greg Iacurci
Look out for these robos in 2016
FINTECH NOV 13, 2015
Look out for these robos in 2016

Big firms target next year to join robo ranks, look to differentiate as market becomes crowded.

By Alessandra Malito
When living on Social Security won't cut it
RETIREMENT PLANNING NOV 13, 2015
When living on Social Security won't cut it

Insured Retirement Institute offers four pieces of advice to clients retiring on fumes.

By Laura Sanicola
DOL fiduciary rule could hurt nontraded REIT sales: LPL's Casady
REGULATION AND LEGISLATION NOV 13, 2015
DOL fiduciary rule could hurt nontraded REIT sales: LPL's Casady

LPL CEO Casady says that as written, rule would bar sales of certain alternative investments in brokerage retirement accounts. <i>(See also: <a href=&quot;http://www.investmentnews.com/article/20150430/BLOG07/150439998/democratic-senators-split-from-white-house-on-dol-fiduciary-rule&quot; target=&quot;_blank&quot;>Democratic senators split from White House on DOL fiduciary rule</a>)</i>

By Bruce Kelly
RETIREMENT PLANNING NOV 12, 2015
The unique nature of target-date fund benchmarking

The wide dispersion of glide paths and asset allocations makes evaluation much more complex. And yet, TDF choice is likely the biggest investment decision for a plan.

By Greg Iacurci
Wells Fargo launching 'completely different' target date funds that take an active approach
RETIREMENT PLANNING NOV 12, 2015
Wells Fargo launching 'completely different' target date funds that take an active approach

The retirement funds, the firm's second to market, seek to give investors 80% pre-retirement income replacement.

By Greg Iacurci
DOL pushes back on legislation to kill fiduciary
PRACTICE MANAGEMENT NOV 12, 2015
DOL pushes back on legislation to kill fiduciary

While bipartisan group frets over 'unintended negative consequences,' Labor Department says bill would establish best-interest standard 'in name only.'

By Mark Schoeff Jr.
RCAP "unlikely" to dump Cetera for $700 million: analyst
ALTERNATIVES NOV 12, 2015
RCAP "unlikely" to dump Cetera for $700 million: analyst

Citigroup's Bill Katz questions report that RCAP was shopping Cetera for &quot;fire sale&quot; price

By Bruce Kelly
RETIREMENT PLANNING NOV 11, 2015
Is all the financial advice you've heard wrong?

Ethan Bloch, founder of online financial company Digit, wants to disspell certain myths millennial investors have been taught.

By Bloomberg
RETIREMENT PLANNING NOV 11, 2015
Young women taking more time to leave their parents' nests

The increase is puzzling considering the improved state of the economy and an improving job market.

By Bloomberg