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OPINION OCT 26, 2014
Opaque ETFs not in the public interest

SEC must keep investors front of mind and avoid being swayed by fund company arguments about nontransparent ETFs

By MFXFeeder
RETIREMENT PLANNING OCT 26, 2014
Best- and worst-performing target date funds

Track the performance of the best and worst target-date funds through the third quarter, and see <a href=&quot;http://www.investmentnews.com/article/20141026/REG/310269997/conservative-target-date-funds-weathered-the-third-quarter-market-rout&quot; target=&quot;_blank&quot;>which funds best weathered the market's volatility.</a>

By Andrew Leigh
RETIREMENT PLANNING OCT 25, 2014
The regulatory hits keep coming for LPL Financial

The rest of this week's must-read stories include Betterment's robo-adviser for humans, big changes afoot in Social Security, and a focus on picking the right alternatives for clients

By Andrew Leigh
Now that annuities are OK in retirement plans, what strategy is best?
RETIREMENT PLANNING OCT 24, 2014
Now that annuities are OK in retirement plans, what strategy is best?

Morningstar researcher suggests 30% allocation to annuities - and more equities.

By Darla Mercado
BROKER DEALERS OCT 24, 2014
CEO Mark Casady apologizes to LPL Financial shareholders for compliance missteps

Mark Casady apologizes to LPL Financial shareholders for compliance missteps as company takes hit to third-quarter profits. <i>(See also: <a href="//www.investmentnews.com/article/20141017/FREE/141019926&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">LPL's regulatory hit list</a>)</i>

By Bruce Kelly
EQUITIES OCT 24, 2014
Are online investors actually panicking at the sight of market volatility?

Covestor sees investors tinkering around the edges of their allocations, but not much actual fear

By Bhargav Shivarthy
RETIREMENT PLANNING OCT 23, 2014
5 year-end tax strategies to put in place now

Tips to help make 2014's bill less painful than 2013's

By Darla Mercado
EQUITIES OCT 23, 2014
Charles Schwab's Liz Ann Sonders stays bullish but warns of market volatility

Schwab's chief investment strategist is embracing cheap oil, 'onshoring' and select emerging economies

By Jeff Benjamin
RIAS OCT 23, 2014
Pershing “actively” considers launching commission-free ETF platform

Custodian considering jumping on bandwagon popular with RIAs as other platforms grow big.

By Trevor Hunnicutt
EQUITIES OCT 23, 2014
ETF investors bail on the financial sector

<i>Breakfast with Benjamin:</i>Finance-focused ETFs suffer huge outflows. What gives? Plus: Prudential Financial's spooky reinsurance bet, investing in obesity, private lawyers give corporate inversions a leg up, and location matters less when the house you're selling is haunted.

By Jeff Benjamin
BROKER DEALERS OCT 23, 2014
Wunderlich and fired LPL broker part ways

Former star LPL broker and Houston branch manager James &quot;Jeb&quot; Bashaw is no longer joining Wunderlich Securities, and is also fighting back against <a href=&quot;http://www.investmentnews.com/article/20141013/FREE/141019977&quot; target=&quot;_blank&quot;>LPL's allegations</a>.

By Mason Braswell
RETIREMENT PLANNING OCT 23, 2014
Early filers cannot choose their Social Security benefits

Retirees can only restrict claims to spousal benefits if they wait until their full retirement age to file for benefits.

By Mary Beth Franklin
FINTECH OCT 23, 2014
Where advisers can find help with social media

You don't have to go too far to get the assistance you need to leverage today's tech tools

By Sheryl Rowling
ALTERNATIVES OCT 23, 2014
Morningstar partners with ProShares to manage an alternative ETF

ALTS will track an index maintained by Morningstar that includes allocations to seven different alternative investment strategies

By Jeff Benjamin
RETIREMENT PLANNING OCT 23, 2014
Deadline looms for small-business 401(k) plans

Basic retirement plans don't cost a lot to set up, can be useful recruitment and retention benefit.

By Darla Mercado
PRACTICE MANAGEMENT OCT 22, 2014
It's time for a revolution in how advisers work with couples

Advisers could increase client loyalty, retain more assets and continue to work with the next generation by rethinking approach to couples.

By Kathleen Burns Kingsbury
PRACTICE MANAGEMENT OCT 22, 2014
It's time for a revolution in how advisers work with couples

Advisers could increase client loyalty, retain more assets and continue to work with the next generation by rethinking approach to couples.

By Kathleen Burns Kingsbury
How Social Security annual increases are calculated
RETIREMENT PLANNING OCT 22, 2014
How Social Security annual increases are calculated

COLA formula was established by law in 1972.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 22, 2014
How Social Security annual increases are calculated

COLA formula was established by law in 1972.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 22, 2014
Savings targets for retirement health care costs fall in 2014

But retirees will still need to prepare for rising health care costs in the long run, expert warns.

By Darla Mercado