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LIFE INSURANCE AND ANNUITIES APR 20, 2015
Allianz refreshes fixed-index universal life insurance lineup

Insurer will update an index and add a bonus in the eleventh year.

By Trevor Hunnicutt
FINTECH APR 20, 2015
Question for advisers: Why did Verizon buy dial-up dinosaur AOL?

Because the company has its sights on mobile, and so should you.

By Alessandra Malito
FINTECH APR 20, 2015
Where are people searching for financial advisers, planners and brokers?

By Ellie Zhu
PRACTICE MANAGEMENT APR 20, 2015
Keep clients for the long haul by bolstering risk assessment procedures

Firms without adequate client risk assessment systems will have a hard time keeping business when the market goes south

By Paul Resnik
'Holy Child Girls' are a microcosm of baby boomers on verge of retirement
RETIREMENT PLANNING APR 20, 2015
'Holy Child Girls' are a microcosm of baby boomers on verge of retirement

The future looks golden in an author's informal survey

By Mary Beth Franklin
Regulators' caution on complex products masks value
REGULATION AND LEGISLATION APR 20, 2015
Regulators' caution on complex products masks value

Advocates say education, transparency better than a regulatory crackdown on alternatives.

By Mark Schoeff Jr.
Carlyle Group misses the mark with liquid alts
EQUITIES APR 20, 2015
Carlyle Group misses the mark with liquid alts

<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.

By Jeff Benjamin
The riddle and the dilemma of global bonds
ALTERNATIVES APR 20, 2015
The riddle and the dilemma of global bonds

<i>Breakfast with Benjamin</i>: Bond bulls continue to shrug off logic, claiming it's different this time, even despite negative yields.

By Jeff Benjamin
BlackRock's Larry Fink gets $23.9 million payday for 2014
INDUSTRY NEWS APR 20, 2015
BlackRock's Larry Fink gets $23.9 million payday for 2014

Package includes $900,000 base salary, $9.1 million cash bonus, $13.6 million stock compensation.

By Timothy Pollard
Northern Trust: Managers remain optimistic on U.S. economy
EQUITIES APR 20, 2015
Northern Trust: Managers remain optimistic on U.S. economy

Outlook on eurozone is somewhat upbeat, survey shows.

By Rob Kozlowski
EQUITIES APR 20, 2015
Why 'smart beta' strategies deserve all the attention and assets they're attracting

Strategies represent a cost-effective way to harnes quantitative insights and quickl, easily implement them in portfolios

By Dave Donnelly
Hedge fund bulls go big on oil
EQUITIES APR 20, 2015
Hedge fund bulls go big on oil

<i>Breakfast with Benjamin</i>: Hedge fund bulls go big on oil. What do they know, or think they know?

By Jeff Benjamin
Social Security closes claiming loophole for people with disabilities
RETIREMENT PLANNING APR 20, 2015
Social Security closes claiming loophole for people with disabilities

A minor change in the Social Security Program Operations Manual System late last year resulted in a big change in the rights of people who receive Social Security disability benefits.

By Mary Beth Franklin
Morgan Stanley CEO James Gorman rakes in the big bucks
EQUITIES APR 20, 2015
Morgan Stanley CEO James Gorman rakes in the big bucks

<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.

By Jeff Benjamin
State Street gets the cold shoulder from financial advisers
RIAS APR 19, 2015
State Street gets the cold shoulder from financial advisers

<i>Breakfast with Benjamin</i>: State Street gets poor marks from financial advisers, despite dedicated efforts to mend fences and build new relationships.

By Jeff Benjamin
Target-date growth boosts T. Rowe's assets in the first quarter
INDUSTRY NEWS APR 19, 2015
Target-date growth boosts T. Rowe's assets in the first quarter

Net inflows for the first quarter were $1.9 billion, compared with net outflows of $5.1 billion in the previous quarter.

By James Comtois
REGULATION AND LEGISLATION APR 19, 2015
Shifting focus is in brokers' best interests

Time for the industry to respond positively to a fiduciary standard, perhaps seeking a few clarifications and minor tweaks, but no longer seeking to kill it entirely.

By MFXFeeder
If you tread at all into the energy sector, tread lightly
EQUITIES APR 19, 2015
If you tread at all into the energy sector, tread lightly

It has become the ultimate stock-pickers market

By Jeff Benjamin
The (currency) war is on
INDUSTRY NEWS APR 18, 2015
The (currency) war is on

Currency volatility will continue to be a feature in global financial markets as developed economies seek to control the value of their currencies.

By Brian Andrew
INDUSTRY NEWS APR 17, 2015
Vanguard launches online investment advice, drops minimum investment to $50,000

After more than two years in pilot and gathering $17B in assets, Personal Advisor Services is ready to take on the expanding field of online advice platforms.

By Alessandra Malito