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Displaying 43143 results
RETIREMENT PLANNING SEP 26, 2013
Annuities changes puzzle advisers

Advisers admit that variable annuities' varying product features and investment menus pose challenges, and insurers could do more to improve their clarity.

By Darla Mercado
FINTECH SEP 26, 2013
Finra goes social

Broker regulator uses Twitter, digital video to release board decision.

By Mark Schoeff Jr.
RETIREMENT PLANNING SEP 26, 2013
A real life case of confused claiming strategies

When to use 'file and suspend' vs. a restricted claim for spousal benefits.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 26, 2013
Know the VA or stay away

By MFXFeeder
RIAS SEP 26, 2013
Navigating the RIA landscape: First stop the corporate RIA

By Tom Daley
PRACTICE MANAGEMENT SEP 26, 2013
Adviser on the move? Four things to know before you go

Whether you are thinking of going independent, changing broker-dealers or just want to confirm your current business platform is right for you, there are four critical areas to analyze.

By Tom Daley
RETIREMENT PLANNING SEP 25, 2013
Two options to 'super-size' Social Security benefits

How financial advisers can help their clients who claim reduced Social Security benefits early and regret it later take steps to reset and maximize their benefits.

By Mary Beth Franklin
REGULATION AND LEGISLATION SEP 25, 2013
SEC charges former RJ broker with insider trading

Complaint says firm may have unwittingly profited from the trades.

By Jeff Benjamin
REGULATION AND LEGISLATION SEP 25, 2013
Adviser group tells SEC small investors would be hurt by fiduciary standard

Massachusetts' securities chief Galvin begs to differ

By Mark Schoeff Jr.
INDUSTRY NEWS SEP 24, 2013
Don't get bitten by the capital gains tax

What you need to know before you're socked with taxes on distributions from your mutual funds

By Darla Mercado
INDUSTRY NEWS SEP 24, 2013
Will the U.S. economy plummet over the edge?

Economists forecast that growth will pick up, but consumers don't agree

By Gregory Crawford
INDUSTRY NEWS SEP 24, 2013
Bad timing is sinking your nest egg

You may be your own worst enemy when it comes to beating the market

By Jason Kephart
OPINION SEP 24, 2013
Adopting ESG factors to improve returns, reduce risk

How traditional investment managers are looking at environmental, social and governance practices to identify top-performing companies

By By Emily Bannister and John LaPann
PRACTICE MANAGEMENT SEP 24, 2013
Private-placement advertising begins quietly

But industry champing at the bit to hawk their wares in the media

By Mark Schoeff Jr.
ALTERNATIVES SEP 24, 2013
When yield is as high as an elephant's eye, investors listen

By Bloomberg
INDUSTRY NEWS SEP 24, 2013
Rob Isbitts: "Leverage is what pops the bubble"

By MFXFeeder
MUTUAL FUNDS SEP 24, 2013
Class grows bigger in Fidelity profit sharing plan lawsuit

The group of employees who have charged Fidelity with forcing them into costly proprietary funds in their profit-sharing plan just got a little bigger. That's a big deal.

By Darla Mercado
INDUSTRY NEWS SEP 24, 2013
Bond woes toppling Total Return ETF

By Jason Kephart
PRACTICE MANAGEMENT SEP 24, 2013
Morgan Stanley nabs $1.5B J.P. Morgan team

This addition is the latest in a string of high-profile, late-summer hires.

By DJAMIESON
RETIREMENT PLANNING SEP 24, 2013
Client advocates

Getting a jump on the effects of aging by preparing future decision makershttp://edit.investmentnews.com/apps/pbcsedit.dll/red#

By Liz Skinner