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Translating Medicare-ese for financial advisers
RETIREMENT PLANNING JUN 28, 2012
Translating Medicare-ese for financial advisers

Another new tool helps advisers guide their clients through the ever-important Medicare decisions

By Mary Beth Franklin
INDUSTRY NEWS JUN 28, 2012
Fed loans best option, even at twice the price

By Liz Skinner
Student loan rates about to double?
INDUSTRY NEWS JUN 28, 2012
Student loan rates about to double?

Measure seeking to extend current 3.4% coupon in limbo as GOP blocks Senate debate

By Liz Skinner
Seven retirement questions all advisers should ask
RETIREMENT PLANNING JUN 28, 2012
Seven retirement questions all advisers should ask

The answers can prove pivotal in setting up an investment program for clients, says professor

By Darla Mercado
Fewer advisory firms make the switch to state oversight
REGULATION AND LEGISLATION JUN 28, 2012
Fewer advisory firms make the switch to state oversight

A strong March for equities and asset-building efforts may have helped some firms stay with SEC registration rather than switch to state oversight.

By DJAMIESON
European crisis will affect capital markets for years: Allianz
FIXED INCOME JUN 27, 2012
European crisis will affect capital markets for years: Allianz

Allianz investment experts see problems in global capital market for years to come.

By AOSTERLAND
College kids paying credit card rates for private student loans
INDUSTRY NEWS JUN 27, 2012
College kids paying credit card rates for private student loans

With interest charges around 10%, graduates saddled with enormous tabs; 'I'll be making payments forever.'

By Bloomberg
INDUSTRY NEWS JUN 27, 2012
Looming election slams brakes on fiduciary regs

By Mark Schoeff Jr.
INDUSTRY NEWS JUN 27, 2012
Independent analysis needed for munis

By Thomas M. Metzold
INDUSTRY NEWS JUN 26, 2012
The parent trap

In <i>Parenthood</i>, Jason Robards talks about the longterm burden of being a parent. ''There is no end zone. You never cross the goal line, spike the ball and do your touchdown dance.' Boomers know the feeling. Many find themselves supporting their adult children -- and sapping their retirement savings in the process.

By John Goff
INDUSTRY NEWS JUN 26, 2012
How close are we to the fiscal cliff?

By Russ Koesterich
INDUSTRY NEWS JUN 26, 2012
RIAs and insurers are coming together

By MFXFeeder
OPINION JUN 26, 2012
Editorial: Preparing clients for a low-return reality

Our nation's economic recovery stands pretty much where it started off six months ago: improving, but not fast enough.

By MFXFeeder
WIREHOUSES JUN 26, 2012
Reps leaving Morgan Stanley Smith Barney blame technology

Recent exits may boil down to one word: Technology.

By AOSTERLAND
RIAS JUN 26, 2012
Steps for building a succession plan

By Dan Seivert
Thinkorswim users hit TD Ameritrade with hefty arbitration claim
ALTERNATIVES JUN 26, 2012
Thinkorswim users hit TD Ameritrade with hefty arbitration claim

Thinkorswim users sue TD Ameritrade claiming they could not get through to execute trades in August

By Dan Jamieson
BROKER DEALERS JUN 25, 2012
Behind LPL's acquisition of Veritat

Purchase will boost indie B-D's new unit targeting the mass market

By Janowski Davis
Fewer investors read through a VA prospectus in 2012
RETIREMENT PLANNING JUN 25, 2012
Fewer investors read through a VA prospectus in 2012

Even fewer investors are reading their variable annuity prospectus, which can be 150-300 pages long; brevity would help reader rates

By Darla Mercado
FINTECH JUN 25, 2012
Social-media seminar offers lessons for firms

By Janowski Davis
RIAS JUN 25, 2012
Advisers' primary challenges when using social-media sites for business purposes

By mlanche