Advisor News

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RETIREMENT PLANNING SEP 26, 2013
A real life case of confused claiming strategies

When to use 'file and suspend' vs. a restricted claim for spousal benefits.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 26, 2013
Know the VA or stay away

By MFXFeeder
RIA NEWS SEP 26, 2013
Navigating the RIA landscape: First stop the corporate RIA

By Tom Daley
RETIREMENT PLANNING SEP 25, 2013
Two options to 'super-size' Social Security benefits

How financial advisers can help their clients who claim reduced Social Security benefits early and regret it later take steps to reset and maximize their benefits.

By Mary Beth Franklin
REGULATION AND LEGISLATION SEP 25, 2013
SEC charges former RJ broker with insider trading

Complaint says firm may have unwittingly profited from the trades.

By Jeff Benjamin
REGULATION AND LEGISLATION SEP 25, 2013
Adviser group tells SEC small investors would be hurt by fiduciary standard

Massachusetts' securities chief Galvin begs to differ

By Mark Schoeff Jr.
FINTECH SEP 24, 2013
Honoring the firms with the best practices

First annual best practices awards recognizes 24 advisory practices.

By Jeff Benjamin
OPINION SEP 24, 2013
Adopting ESG factors to improve returns, reduce risk

How traditional investment managers are looking at environmental, social and governance practices to identify top-performing companies

By By Emily Bannister and John LaPann
FINTECH SEP 24, 2013
Why don't more advisers adopt "no brainer" technologies?

Need to challenge your technology assumptions to make progress.

By twelsh
PRACTICE MANAGEMENT SEP 24, 2013
Private-placement advertising begins quietly

But industry champing at the bit to hawk their wares in the media

By Mark Schoeff Jr.
MUTUAL FUNDS SEP 24, 2013
Class grows bigger in Fidelity profit sharing plan lawsuit

The group of employees who have charged Fidelity with forcing them into costly proprietary funds in their profit-sharing plan just got a little bigger. That's a big deal.

By Darla Mercado
FINTECH SEP 24, 2013
TECH TALK: Confessions from an adviser who misses her BlackBerry

Sheryl Rowling is happy to embrace new technology, she's just not happy with the time and energy it takes to adapt to it.

By Sheryl Rowling
RETIREMENT PLANNING SEP 24, 2013
Client advocates

Getting a jump on the effects of aging by preparing future decision makershttp://edit.investmentnews.com/apps/pbcsedit.dll/red#

By Liz Skinner
RETIREMENT PLANNING SEP 23, 2013
Texas man gets 40 years for phony annuities scheme

Took nearly $500K from elderly women

By Darla Mercado
FINTECH SEP 23, 2013
To gain freedom, go mobile

By DJAMIESON
FINTECH SEP 23, 2013
More on IDC's Market-Q Mobile

An attractive HTML5 tablet offshoot to the popular desktop market data application.

By Janowski Davis
FINTECH SEP 23, 2013
IDC launches Market-Q Mobile

By Janowski Davis
REGULATION AND LEGISLATION SEP 22, 2013
Citigroup to pay arb award over soured real estate

By Bruce Kelly
RETIREMENT PLANNING SEP 20, 2013
A timely reminder: Sign up for online Social Security account

By Mary Beth Franklin
FINTECH SEP 20, 2013
Top firms use technology to bolster client relationships

Panelists on <i>IN</i> webcast agree increased connectivity requires advisers to fill the digital void.

By Michael Shagrin