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RETIREMENT PLANNING MAR 21, 2013
Nontraded REIT Cole in deal with sponsor, manager

Merger is one of a recent spate of nontraded REITs that have announced mergers or listings in an industry that has been roundly criticized for not giving investors a return or way out of the investments

By Bruce Kelly
EQUITIES MAR 20, 2013
Larry Fink with a humdinger of a stock forecast

BlackRock boss sees 20% spike in U.S. equities this year; Cyprus a tempest in a teapot

By John Goff
EMERGING MARKETS MAR 20, 2013
Emerging markets too hot to handle, fund closures show

Expert warns that this is 'a wake-up call'

By JKEPHART
RETIREMENT PLANNING MAR 20, 2013
Advisers pitching 401(k) plans: Do your homework

Need to stand out from peers is paramount in capturing plan sponsor biz.

By Darla Mercado
Apple sales gain slowest since '09 as competition climbs
EQUITIES MAR 20, 2013
Apple sales gain slowest since '09 as competition climbs

The share price of the iPad maker has plunged as profits have slowed. Can this one-time darling of investors regain its shine?

By Paul Menchaca
RETIREMENT PLANNING MAR 19, 2013
401(k) loans usually not taken out frivolously, lawmakers told

Permanent withdrawals and cash-outs cause most harm

By Darla Mercado
PRACTICE MANAGEMENT MAR 19, 2013
The Takeaway: ECB caves on Cyprus bailout

By Joshua Brown
EQUITIES MAR 19, 2013
Heralded 'rotation' has no spin

Investors still piling into fixed-income funds; not exactly a revolution

By AOSTERLAND
OPINION MAR 19, 2013
The new new normal

Who's afraid of slower growth and puny inflation rates? Apparently, not investors

By Brad McMillan
EQUITIES MAR 19, 2013
Market rally is real deal

A steady stream of positive economic and market news last week could mean happy days are here again

By Jeff Benjamin
RETIREMENT PLANNING MAR 19, 2013
Weak health-care system helps knock U.S. down global retirement ranks

High income inequality and relatively low happiness levels don't help, report finds.

By Darla Mercado
RETIREMENT PLANNING MAR 19, 2013
A trip to Social Security office isn't that bad, one adviser finds

A happy ending for financial advoiser who wanted to set up an online account

By Mary Beth Franklin
RETIREMENT PLANNING MAR 19, 2013
Willing suspension of benefits can boost Social Security payoff

But don't expect to collect a spousal benefit in the interim

By Mary Beth Franklin
REGULATION AND LEGISLATION MAR 19, 2013
Grill for two hours: Mary Jo White Congressional hearing slated for mid-March

Senate Banking Committee set to question SEC nominee.

By Gregory Crawford
RETIREMENT PLANNING MAR 19, 2013
Unsuitable annuities put veterans in harm's way: Regulators

Regulators today fired a warning shot about the sale of inappropriate products to veterans seeking to qualify for military pensions. One report says some advisers have been prospecting in assisted-living facilities.

By Darla Mercado
California offers to run pensions for small employers
RETIREMENT PLANNING MAR 19, 2013
California offers to run pensions for small employers

First state-run pension program for nongovernment workers targets firms that don't offer 401(k)s

By Gregory Crawford
EQUITIES MAR 18, 2013
The Takeaway: S&P warns about Eurozone panic

By Joshua Brown
RIAS MAR 18, 2013
Advent Software sale could mean status quo, depending on buyer

Analysts say high ticket price could be big hurdle to any deal.

By Liz Skinner
EQUITIES MAR 18, 2013
Why Apple will grow again

Lower sales of key products, the death of Steve Jobs and stiffer competition from its rivals has had many investors questioning whether the tech giant's days as an industry innovator are over

By Bob Turner
Raymond James simplifies pay grid, bumps up production levels
BROKER DEALERS MAR 18, 2013
Raymond James simplifies pay grid, bumps up production levels

Raymond James' new pay grid is the antithesis of those employed by wirehouses. The most salient feature? Its stark simplicity.

By AOSTERLAND