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RETIREMENT PLANNING DEC 02, 2014
How children reap the benefits of Social Security

Children become eligible when a parent dies or becomes disabled. But there are three important ages to remember: 16, 18 and 22.

By Mary Beth Franklin
How children can reap the benefits of Social Security
RETIREMENT PLANNING DEC 02, 2014
How children can reap the benefits of Social Security

When a parent retires, becomes disabled or dies, children can collect benefits.

By Mary Beth Franklin
REGULATION AND LEGISLATION DEC 02, 2014
Senate expected to pass 'bare minimum' tax extender bill

House vote late Wednesday provides $42 million in temporary relieve to taxpayers but nothing for 2015.

By Bloomberg
EQUITIES DEC 02, 2014
Stock futures little changed after big jump as jobs data looms

After equities rose the most in a month, investors await key reports on jobs and the economy

By Bloomberg
REGULATION AND LEGISLATION DEC 02, 2014
Accountants, advisers cautious on strategies as tax breaks remain elusive

Sometimes the best planning approach is to do nothing in an uncertain environment.

By Darla Mercado
INDUSTRY NEWS DEC 02, 2014
Bull market to last through December: Top forecasters

Falling oil prices, accelerating U.S. economic growth may fuel further gains, but there are signs of overheating

By Bloomberg
ALTERNATIVES DEC 02, 2014
Finding some glitter among gold-mining stocks

Gold price disconnect signals a value play for select miners and ETFs

By Jeff Benjamin
FIXED INCOME DEC 02, 2014
Legg Mason says bond 'transition' to set billions in play

Legg Mason CEO Joseph Sullivan said a “transition” of assets is under way in the bond industry after the departure of Bill Gross from Pimco to Janus Capital prompted investors to set billions of dollars in motion..

By Bloomberg
PRACTICE MANAGEMENT DEC 02, 2014
Robo-advisers say they aren't worried about Schwab

Robo-advisers say they aren't worried about Schwab's new entrant but one market analyst isn't so sure the young industry can hold up against the giant household name.

By Liz Skinner
FINTECH DEC 02, 2014
Running an advisory practice in the age of the robo-adviser

Using online platforms to outsource compliance and back office responsibilities can help advisers focus their time.

By Charles Sizemore
INDUSTRY NEWS DEC 02, 2014
When it's OK to save in a child's name

By Troy Onink
REGULATION AND LEGISLATION DEC 02, 2014
Political battle over 'tax and spend' unfolds in ways that help, hurt advisers

House has the upper hand on the Senate over tax reform

By Mark Schoeff Jr.
RETIREMENT PLANNING DEC 01, 2014
The Russian collapse puts some 401(k)s in danger

Some emerging-markets funds are invested in oil-driven economy.

By Bloomberg
BROKER DEALERS DEC 01, 2014
Top Jackson National exec Clifford Jack to step down

Mr. Jack helped build the insurer's variable annuities business and independent broker-dealer network.

By Bruce Kelly
EQUITIES DEC 01, 2014
The case for investing in the European small-cap sector

Investors looking to diversify and add growth potential to their equity portfolios shouldn't be frightened by Europe's macroeconomic malaise.

By Liliana Castillo Dearth and Alan Connery
RETIREMENT PLANNING DEC 01, 2014
Advisers must help clients decide how HSAs fit in their plans

Clients need more knowledge about health savings accounts and their potential role in helping fund health and retirement needs.

By Andrew Leigh
ALTERNATIVES DEC 01, 2014
Schorsch's RCS Capital, American Realty Capital Properties, bury hatchet in $60 million settlement

Two companies in Nicholas Schorsch's REIT empire have settled their dispute as RCS Capital Corp. agrees to pay American Realty Capital Properties to back out of its deal to buy Cole Capital.

By Mason Braswell
PRACTICE MANAGEMENT DEC 01, 2014
Key House Republicans bash SEC exam user fee idea

In a letter to SEC chairman Mary Jo White, two key House Republicans outline opposition to having RIA pay for SEC exams; tell her to reallocate resources to boost exam record

By Mark Schoeff Jr.
EQUITIES DEC 01, 2014
Oil producers are feeling the heat from falling prices

On today's <i>Breakfast with Benjamin</i> menu, some oil producers have a lot to lose from cheap oil. Plus: Merrill brokers are heading for greener pastures, activist investors are taking over, and tune up your holiday tipping practices.

By Jeff Benjamin
EQUITIES DEC 01, 2014
Corporate bonds fly off the shelves ahead of looming rate hikes

Tuesday's <i>Breakfast with Benjamin</i> features bond sales hitting a new record as rate hikes loom. Plus: Bracing for a global currency war, falling oil prices catch fund managers by surprise, and making 2015 the year of the maxed-out 401(k).

By Jeff Benjamin