News

Displaying 43107 results
EQUITIES JUN 27, 2014
The stock market stays eerily calm despite a world of chaos

Friday's <i>Breakfast with Benjamin:</i> Calm before the stock market storm? Plus: Hedge fund investors inch toward the exits, the Fed sees low inflation while consumers live with higher prices, and Icahn goes after Family Dollar Stores with a vengeance

By Jeff Benjamin
PRACTICE MANAGEMENT JUN 27, 2014
Boston firm charged in real estate investment fraud

Regulator says $5 million of investor money lost in tenancy-in-common deals, $9 million siphoned off by principals

By Bloomberg
EQUITIES JUN 27, 2014
World stock markets get nervous as Iraq melts down

Plus: Deutsche Bank shows its hand with World Cup bets, Wall Street fines are a cash cow for the Treasury Dept., navigating Social Security before you retire, and eating at home gets pricey in a hurry.

By Jeff Benjamin
FINTECH JUN 27, 2014
Use surveys to build stronger client relationships

A quick questionnaire can let you know how you can improve and shows clients you care.

By Sheryl Rowling
FINTECH JUN 27, 2014
FSI gives revised Finra BrokerCheck link rule the thumbs down

In a new comment letter, the industry group contends that the rule would create undue regulatory costs.

By Mark Schoeff Jr.
FINTECH JUN 27, 2014
Internet phone: Time to jump on the bandwagon?

VoiP phones are tremendously flexible but not necessarily right for everyone.

By Sheryl Rowling
FINTECH JUN 27, 2014
Firms line up to donate software to college financial planning programs

Texas Tech University receives more than $6 million in annual software licenses for its next generation planners.

By Joyce Hanson
OPINION JUN 27, 2014
Fiduciary case law provides insight

By MFXFeeder
INDUSTRY NEWS JUN 27, 2014
Gold bug's dream ETF offers hedge against financial apocalypse

New fund is the first ETF to offer access to physical gold.

By CODONNELL
RETIREMENT PLANNING JUN 26, 2014
As more states recognize gay marriage, planning traps still await couples

Supreme Court could agree to rule on one of many appeals cases by this summer, and largely clear things up.

By Liz Skinner
PRACTICE MANAGEMENT JUN 26, 2014
4 ways to impact students — and the financial industry — through mentoring

You and your organization can have a lifetime of impact with just a fraction of your day.

By Jennifer Openshaw
INDUSTRY NEWS JUN 26, 2014
Fuss sees Fed holding off for a year as Fisher urges rate hike

By Bloomberg
INDUSTRY NEWS JUN 26, 2014
The new Wall Street insiders

Charges against young trader are sign of prosecutor's willingness to treat high-tech knowledge as intellectual property.

By Bloomberg
RETIREMENT PLANNING JUN 26, 2014
Your doctor is making it her business to know about all about your buying habits

All-seeing medical eye: Health care companies are buying big data to get a window into patients lives.

By By Shannon Pettypiece and Jordan Robertson, Bloomberg.com
INDUSTRY NEWS JUN 26, 2014
Fund wholesaler pay out of touch as advisers sell more low-fee products: Consultant

Cost of bringing in assets too high as actively managed funds are increasingly squeezed by competition.

By Trevor Hunnicutt
RETIREMENT PLANNING JUN 26, 2014
Fewer than half of women have an emergency fund

Report on women investors finds they are closing the financial literacy gap fast, but remain behind men in terms of confidence and knowledge.

By Mary Beth Franklin
PRACTICE MANAGEMENT JUN 26, 2014
Finra's broker bonus disclosure rule pulled

Finra has withdrawn its controversial proposal that would have required brokers to tell clients about recruitment incentives. The move took industry watchers by surprise; some expect the regulator to float a new proposal.

By Mason Braswell
EQUITIES JUN 26, 2014
New inflation data could drive the Fed into hawkish mode

On the <i>Breakfast with Benjamin</i> menu: Inflation data could turn doves into hawks. Plus: Oil could get a lot pricier in a hurry, insider trading runs rampant and SIFMA cuts its economic outlook.

By Jeff Benjamin
RETIREMENT PLANNING JUN 26, 2014
Galvin asks Congress to force 401(k) plan disclosures

Massachusetts' chief securities regulator Wiliam Galvin has asked Congress to force 401(k) plan disclosures, ratcheting up pressure to force transparency in retirement accounts.

By Gregory Crawford
RETIREMENT PLANNING JUN 26, 2014
How to reap the benefits of Social Security's rearview mirror

Claiming after age 66 can result in retroactive benefits.

By Mary Beth Franklin