Advisor News

Displaying 28386 results
Big change coming soon for high-income Medicare beneficiaries
RETIREMENT PLANNING MAY 05, 2015
Big change coming soon for high-income Medicare beneficiaries

Buried in the new “Doc Fix” law are provisions that will adversely affect some folks on Medicare.

By Katy Votava
401(k) savings rates of 3% not doing the job
RETIREMENT PLANNING MAY 05, 2015
401(k) savings rates of 3% not doing the job

Level used in a government example has become the norm as some companies move to 4, 5 or 6% while retirement experts say 15% is really what's needed.

By Bloomberg
UBS advisers' comp falls amid flat revenue
WIREHOUSES MAY 05, 2015
UBS advisers' comp falls amid flat revenue

Declines in transaction revenue and slower growth in fee revenue hampered performance.

By Mason Braswell
401(k) savings rates of 3% not doing the job for workers
RETIREMENT PLANNING MAY 05, 2015
401(k) savings rates of 3% not doing the job for workers

Level used in a government example has become the norm as some companies move to 4, 5 or 6% while retirement experts say 15% is really what's needed.

By Bloomberg
The do's and don'ts of retirement planning
RETIREMENT PLANNING MAY 05, 2015
The do's and don'ts of retirement planning

Rule No. 1: Stop being an asset manager and become a plan manager.

By Darla Mercado
OPINION MAY 05, 2015
Killing the clock on fiduciary proposal

Industry reaction seeking more time smacks of foot-dragging, possibly in the hope that the proposal could be delayed, which does not serve investors well

By MFXFeeder
How the biggest independent broker-dealer networks stack up
INDEPENDENT BROKER DEALERS MAY 05, 2015
How the biggest independent broker-dealer networks stack up

Ranking five big IBD networks by reps and revenue

By Ellie Zhu
SEC urges advisers to draw up and implement cybersecurity plans
PRACTICE MANAGEMENT MAY 05, 2015
SEC urges advisers to draw up and implement cybersecurity plans

Next step could be to hold them accountable for data breaches.

By Mark Schoeff Jr.
Dying penniless: It's not just the poor
RETIREMENT PLANNING MAY 05, 2015
Dying penniless: It's not just the poor

Nearly a quarter of retirees 85 and older are dying with assets of less than $10,000

By Bloomberg
The independent broker-dealers that offer the highest average payouts
INDEPENDENT BROKER DEALERS MAY 05, 2015
The independent broker-dealers that offer the highest average payouts

A by-the-numbers look at 2014's highest-paying broker-dealers

By Ellie Zhu
OPINION MAY 05, 2015
COBRA considerations when Medicare-eligible

Clients may not realize the need to combine them

By Katy Votava
Look past the battles breaking out between robos
OPINION MAY 05, 2015
Look past the battles breaking out between robos

Humans should not try to mimic machines that compete on price

By John Michel
Hybrid life-LTC policies are a hit among advisers
RETIREMENT PLANNING MAY 05, 2015
Hybrid life-LTC policies are a hit among advisers

Insurance products that combine life insurance and long-term care benefits are getting their time in the sun among advisers as traditional LTC options shrink.

By Darla Mercado
Are newsletters worth the time and effort?
OPINION MAY 04, 2015
Are newsletters worth the time and effort?

Whether to use 'canned' products, do it yourself or combine the two into a hybrid.

By Sheryl Rowling
Why more Social Security claimants are waiting past 62
RETIREMENT PLANNING MAY 04, 2015
Why more Social Security claimants are waiting past 62

Shifts in workplace retirement benefits, other factors, making delaying benefits even more valuable.

By Darla Mercado
Getting the message: Social Security claimants are waiting past 62
RETIREMENT PLANNING MAY 04, 2015
Getting the message: Social Security claimants are waiting past 62

Shifts in workplace retirement benefits, other factors, encourage more people to wait to claim benefits.

By Darla Mercado
The ETF craze crosses a huge hurdle
RETIREMENT PLANNING MAY 04, 2015
The ETF craze crosses a huge hurdle

<i>Breakfast with Benjamin:</i> Over the last 12 months, investors pumped more money into ETFs than mutual funds for the first time ever.

By Jeff Benjamin
Friends are OK, as we cruise toward retirement
RETIREMENT PLANNING MAY 04, 2015
Friends are OK, as we cruise toward retirement

Author conducts her own focus group among peers.

By Mary Beth Franklin
Finra mulls new bonus disclosure rule
PRACTICE MANAGEMENT MAY 04, 2015
Finra mulls new bonus disclosure rule

The regulator is still doing research, but expects to move forward in the &#8220;short term,&#8221; said Susan Axelrod, executive vice president of regulatory operations.

By Mason Braswell
Rethink retirement, says director of U.S. aging institute
RETIREMENT PLANNING MAY 03, 2015
Rethink retirement, says director of U.S. aging institute

Research shows more working years may be just what the doctor ordered

By Liz Skinner