Advisor News

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No end in sight to increasing cost of long-term care insurance
RETIREMENT PLANNING MAR 05, 2015
No end in sight to increasing cost of long-term care insurance

The high price of elder care, longer life spans of retirees and persistently low interest rates are wreaking havoc in this corner of the insurance business.

By Bloomberg
Social Security's negative returns
RETIREMENT PLANNING MAR 05, 2015
Social Security's negative returns

Payroll tax contributions exceed lifetime benefits for most workers. <i>(Hear Mary Beth Franklin <a href=&quot;https://home.investmentnews.com/clickshare/eventPurchase.do?CSProduct=investmentnews-event&amp;CSEventId=1204&quot; target=&quot;_blank&quot;>answer advisers' questions on Social Security</a> today at 4 p.m.)</i>

By Mary Beth Franklin
House approves bill easing 529 plan rules
RETIREMENT PLANNING MAR 05, 2015
House approves bill easing 529 plan rules

Families may get to pay for computers again with these popular college savings accounts.

By Liz Skinner
Blogging tools to maximize an adviser's online voice
FINTECH MAR 05, 2015
Blogging tools to maximize an adviser's online voice

An increasing number of financial advisers are <a href=&quot;http://www.investmentnews.com/article/20131013/REG/310139963/the-why-and-how-of-blogging&quot; target=&quot;_blank&quot;>blogging to connect with new and existing clients.</a>

By Alessandra Malito
RIA NEWS MAR 05, 2015
$800 million Morgan team breaks away

Team partners with Dynasty Financial Partners to found Mosaic Family Wealth

By Mason Braswell
RETIREMENT PLANNING MAR 05, 2015
Obama backs off idea to cut 529 college savings plan

Issue becomes distraction from president's broader plan to expand and simplify tax breaks for education

By Bloomberg
INDEPENDENT BROKER DEALERS MAR 04, 2015
LPL adds 50 reps and advisers to banking channel

IBD inks deal with Southwest financial services company Zions Bancorporation, adding 50 reps and advisers.

By Bruce Kelly
Obama directs Labor Department to move ahead on fiduciary rule
PRACTICE MANAGEMENT MAR 04, 2015
Obama directs Labor Department to move ahead on fiduciary rule

The president plans to direct the Department of Labor to move ahead with a proposal that would raise investment-advice standards for brokers handling retirement accounts, arguing that conflicted advice is costing Americans billions.

By Mark Schoeff Jr.
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets
RIA NEWS MAR 04, 2015
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets

Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.

By Jeff Benjamin
OPINION MAR 04, 2015
An important truth about the adviser-client relationship: Your clients own you

Clients are yours to lose, so provide good advice to your clients will stick around

By MFXFeeder
Former Bank of America Merrill Lynch trainees sue for overtime
WIREHOUSES MAR 03, 2015
Former Bank of America Merrill Lynch trainees sue for overtime

Duo seeks to represent more than 100 trainees, more than $5 million in damages.

By Bloomberg
Rubio-Lee tax plan eliminates deductions and ties large, small business rates
REGULATION AND LEGISLATION MAR 03, 2015
Rubio-Lee tax plan eliminates deductions and ties large, small business rates

Possible presidential hopeful seeks to simplify tax code with two rates for income taxes, one for corporate taxes.

By Mark Schoeff Jr.
Cash-heavy mutual funds take downside protection to the extreme
EQUITIES MAR 03, 2015
Cash-heavy mutual funds take downside protection to the extreme

<i>Breakfast with Benjamin:</i> Some funds using cash for protection. Lots of it. Plus: Adviser charged with stealing $1.3M from widows and church friends, up from the ashes arises a new subprime giant, and Wall Street courts millennials.

By Jeff Benjamin
LPL shakes up Fortigent HNW consulting group
INDEPENDENT BROKER DEALERS MAR 03, 2015
LPL shakes up Fortigent HNW consulting group

Once restructuring is completed, the company expects $3 million in annual savings after taking $9 million charge to move Fortigent unit to corporate headquarters in Charlotte, N.C.

By Bruce Kelly
Having integrated technology can improve RIAs' businesses
RIA NEWS MAR 03, 2015
Having integrated technology can improve RIAs' businesses

Examples of how RIAs can make workflows more efficient by making sure their technology communicates

By Stuart DePina
Tax complexities delay distribution of 1099s
WIREHOUSES MAR 03, 2015
Tax complexities delay distribution of 1099s

As brokerages feel pressure ramp up, forms coming later than usual.

By Mark Schoeff Jr.
Will European easing sideline a Fed rate hike?
RIA NEWS MAR 03, 2015
Will European easing sideline a Fed rate hike?

Advisers and experts say 'the Fed really is hamstrung' by European Central Bankers' planned $50-billion-per-month quantitative easing program, meaning they can't raise or lower interest rates in this environment.

By Jeff Benjamin
EQUITIES MAR 03, 2015
Coming off a big year, Janus files for exotic ETFs

Move launches competition with Goldman Sachs in alternative space

By Trevor Hunnicutt
How Warren Buffett's $1 billion prize for a perfect NCAA bracket went bust
EQUITIES MAR 02, 2015
How Warren Buffett's $1 billion prize for a perfect NCAA bracket went bust

Plus: Learn from the U.S. and invest in Europe, Carly Fiorina chides Hillary Clinton over email excuses, and St. Patrick's Day, American-style

By Jeff Benjamin
EQUITIES MAR 02, 2015
Fresh rate-hike rumors will be testing investor nerves this week

<i>Breakfast with Benjamin:</i> Investors' nerves tested by rate hike talk this week. Plus: Most of the world's major oil projects are doing just fine at current price levels, retirement savings in a nutshell, and the chokehold of consumer debt.

By Jeff Benjamin