Advisor News

Displaying 26698 results
RETIREMENT PLANNING OCT 12, 2015
Most Americans know shockingly little about their employer-provided benefits

When was the last time you checked what your employer is offering you?

By Laura Sanicola
REGULATION AND LEGISLATION OCT 12, 2015
Mary Jo White's record scrutinized by critics and supporters

As she enters what could be her last year as chairwoman of the SEC, experts grade Mary Jo White's performance.

By Mark Schoeff Jr.
Robo-advisers not the end-all in financial technology
FINTECH OCT 12, 2015
Robo-advisers not the end-all in financial technology

Other digital platforms that advisers should also have on their radar screens handle functions other than investing.

By Alessandra Malito
Balancing debt reduction and retirement savings among millennials
RETIREMENT PLANNING OCT 12, 2015
Balancing debt reduction and retirement savings among millennials

Students are graduating with more debt than ever before, but advisers should make sure retirement savings aren't neglected.

By Greg Iacurci
Now is the time to evolve your firm's technology
FINTECH OCT 12, 2015
Now is the time to evolve your firm's technology

To remain competitive in the years ahead, advisers shouldn't be playing catch-up to disruptors.

By Deborah Fox
REGULATION AND LEGISLATION OCT 12, 2015
Adviser running for Congress wants to protect Dodd-Frank reforms

Candidate says clients and constituents, virtually unfazed by recent market turbulence, need a level playing field for financial advice.

By Mark Schoeff Jr.
RETIREMENT PLANNING OCT 12, 2015
Is a financial plan enough?

Maintaining quality of life throughout increasingly long retirements brings a new set of challenges for advisers and their clients.

By Frank McAleer
6 ways advisers can benefit from the avalanche of technology advancement
FINTECH OCT 12, 2015
6 ways advisers can benefit from the avalanche of technology advancement

Don't underestimate the impact digital technology can have on the advice industry.

By Steve Sanduski
Fallout at Fortress Investment Group
RETIREMENT PLANNING OCT 11, 2015
Fallout at Fortress Investment Group

<i>Breakfast with Benjamin</i>: Top hedge fund manager Michael Novogratz (pictured) hits the bricks, and the firm is closing its flagship macro hedge fund.

By Jeff Benjamin
OPINION OCT 11, 2015
No government shutdown — for now

Bad news is that lawmakers once again opted for a short-term stopgap and avoided tackling the tougher issues

By MFXFeeder
PRACTICE MANAGEMENT OCT 11, 2015
Mary Jo White has earned a B- as SEC chairwoman

Heading a huge, highly visible agency in the wake of a financial crisis results in ups and downs for Mary Jo White.

By MFXFeeder
RETIREMENT PLANNING OCT 11, 2015
Retirement plan key to good business

By Joe DeSilva
Here are the most sensational parts of Bill Gross' suit against Pimco
REGULATION AND LEGISLATION OCT 10, 2015
Here are the most sensational parts of Bill Gross' suit against Pimco

From how much money the money manager's executives make, to jabs at former colleagues, the lawsuit is chock-full of internal intrigue.

By Bloomberg
RETIREMENT PLANNING OCT 09, 2015
Solving the 401(k)-to-IRA rollover conundrum

Rolling retirement assets into one convenient account can be a full-time job, but it doesn't have to be that way.

By Bloomberg
4 critical elements of every great adviser website
FINTECH OCT 09, 2015
4 critical elements of every great adviser website

If your website doesn't measure up, prospects will be encouraged to move on, perhaps to a competitor

By Marjorie Wilner
Advisers like reverse mortgages, but only in unique circumstances
RETIREMENT PLANNING OCT 09, 2015
Advisers like reverse mortgages, but only in unique circumstances

Home-equity product for clients who plan to stay in their home indefinitely and who could use some supplemental income.

By Greg Iacurci
FINTECH OCT 09, 2015
Financial Engines to offer more access to human advisers

The 'original robo' bends to customer pressure to offer a hybrid advice product.

By Alessandra Malito
RETIREMENT PLANNING OCT 09, 2015
It's time for advisers to become QDIA experts

Help plan sponsors and participants navigate the increasingly crowded retirement marketplace

By Shawn Sanderson
No Social Security cost-of-living adjustment in 2016
RETIREMENT PLANNING OCT 08, 2015
No Social Security cost-of-living adjustment in 2016

As expected, the agency will not raise benefits; meanwhile, millions of retirees face a Medicare premium spike

By Liz Skinner
No Social Security cost-of-living adjustment in 2016
RETIREMENT PLANNING OCT 08, 2015
No Social Security cost-of-living adjustment in 2016

Social Security recipients will not receive a benefits boost next year mostly because low gasoline prices have kept inflation too low to spark an automatic cost-of-living adjustment, the government announced.

By Liz Skinner