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RETIREMENT PLANNING DEC 01, 2014
The 401(k) gender gap widens

But which gender is saving more? The answer may surprise you.

By Bloomberg
BROKER DEALERS DEC 01, 2014
FSI warns of 'false positives' under CARDS

IBD organization expresses suitability concerns with regulator's proposed data-collection system and predicts cost of $250,000 to $1 million — with ongoing maintenance above that.

By Mark Schoeff Jr.
EQUITIES DEC 01, 2014
Oil traders are liquidating positions as oil prices drop and uncertainty mounts

<i>Breakfast with Benjamin:</i> Oil traders put on their seatbelts. <i>Plus:</i> Hedge funds becoming mutual funds; it's going to be a good holiday for tech gadget junkies; and the big difference between a purebred heritage turkey and the one you'll probably be eating tomorrow.

By Jeff Benjamin
FINTECH DEC 01, 2014
Finra expected to adopt CARDS despite vocal industry resistance

Opponents like SIFMA and FSI remain wary of the potential costs, customer data security, but Finra asserts that CARDS will help investors.

By Mark Schoeff Jr.
Delayed retirement reduces health care costs
RETIREMENT PLANNING DEC 01, 2014
Delayed retirement reduces health care costs

Working beyond Medicare age can save thousands per year.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 30, 2014
How to help clients invest for college without sacrificing retirement

Striking a balance between saving for college and retirement is important, because emphasizing one over the other can ultimately jeopardize both.

By Michael Conrath
RETIREMENT PLANNING NOV 30, 2014
Why millennials need estate planning too

Four steps you should take in your 20s and 30s

By Darla Mercado
INDUSTRY NEWS NOV 30, 2014
Don't ignore estate planning for millennial clients

Here's what advisers should watch out for with younger investors.

By Darla Mercado
RETIREMENT PLANNING NOV 30, 2014
Self-directed IRAs hold risks for financial advisers

NASAA warning highlights need for advisers to know the ins and outs of these accounts.

By Darla Mercado
RETIREMENT PLANNING NOV 30, 2014
If client tests positive, the next step is yours

By MFXFeeder
RETIREMENT PLANNING NOV 30, 2014
How to avoid the unexpected capital gains tax

Even if you didn't sell shares, the manager's actions within your fund may trigger a check to Uncle Sam

By Todd Rosenbluth
TAX NOV 30, 2014
How charitable giving can offset bull market gains

Year-end donations can help clients mitigate next year's tax bite.

By Darla Mercado
OPINION NOV 30, 2014
Reaching out through LinkedIn

By Kristin Andree
FINTECH NOV 30, 2014
New LinkedIn tool could help advisers with marketing, compliance

An added function allows the exporting of first-degree connections, endorsements, comments made in groups and other LinkedIn content.

By Mark Schoeff Jr.
RETIREMENT PLANNING NOV 30, 2014
Why employee benefit brokers are teaming with 401(k) advisers

With a new health care reform employer mandate on the way, expanding expertise becomes imperative

By Darla Mercado
RETIREMENT PLANNING NOV 29, 2014
Why the IRS is toothless in the fight against supersized IRAs

On Thursday's <i>Breakfast with Benjamin</i> menu, the Government Accountability Office solves the riddle of the multimillion-dollar IRA. Plus: Oil stocks bounce on the Senate's Keystone 'no' vote, seniors can't wait for Social Security, and strippers pose a threat to the '1099 economy.'

By Jeff Benjamin
RETIREMENT PLANNING NOV 28, 2014
How one woman collects three types of Social Security benefits

Divorced and widowed, this client can rack up significant guaranteed retirement income by using this savvy strategy.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 28, 2014
Rollovers of 401(k)s into pension plans gets government agency backing

With move, the Pension Benefit Guaranty Corp. clears the way for annuitization of the funds.

By Darla Mercado
EQUITIES NOV 26, 2014
China share ETF suffers record drop amid new debt curbs

Largest U.S. exchange-traded fund that tracks mainland Chinese stocks sank more than 7% after policy makers tightened curbs on the local debt market, fueling a rout across asset classes.

By Bloomberg
RETIREMENT PLANNING NOV 26, 2014
Financial planning issues wrapped into government spending bill?

As Congress prepares to vote on funding, the Labor Department's fiduciary duty rule and some pension benefits could be at risk in last-minute deal making.

By Darla Mercado