Advisor News

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MUTUAL FUNDS JUN 04, 2013
Money funds take the lead in reforms

Six big mutual fund companies last week agreed to disclose the daily NAV of their money funds, an unusual show of unity among rivals aimed at heading off the threat of stricter regulation.

By Jason Kephart
RETIREMENT PLANNING JUN 03, 2013
HSAs: Rx for health care reform

By Mary Beth Franklin
RETIREMENT PLANNING JUN 03, 2013
Dynasty branches out to the insurance side

New offering opens up access to insurance brokerages offering annuities, disability, long-term care.

By DJAMIESON
FINTECH JUN 03, 2013
Weekend war on Twitter: Ramsey vs. fee-only advisers

Self-proclaimed 'big dog' Dave Ramsey bites back at financial advice community that questioned his investment advice on Twitter.

By Andrew Leigh
RETIREMENT PLANNING JUN 03, 2013
Health costs drop, but don't get excited

By Darla Mercado
RETIREMENT PLANNING JUN 03, 2013
Long-term care planning requires turning focus away from health

Advisers need to break through the "cognitive dissonance" of clients.

By Darla Mercado
FINTECH JUN 02, 2013
Ways to get noticed on LinkedIn

By MFXFeeder
FINTECH JUN 02, 2013
Willow Creek Wealth Management

By Janowski Davis
RETIREMENT PLANNING JUN 02, 2013
As MetLife cuts, adviser ranks are thinning out fast

Insurer has axed 2,500 reps in the past year.

By Bruce Kelly
RETIREMENT PLANNING JUN 02, 2013
66 is magic number for retirement age

By Darla Mercado
RETIREMENT PLANNING JUN 02, 2013
Questions raised about Allied Beacon's financial health

By Bruce Kelly
EQUITIES MAY 31, 2013
The Takeaway: Gross' Total Return gets totally buzzed

By Joshua Brown
FINTECH MAY 31, 2013
BlackRock's retirement, Social Security gadgets tops with advisers

Tools that can work directly with clients, are 'implementation oriented' are high on wish list.

By Liz Skinner
MUTUAL FUNDS MAY 31, 2013
SEC's White plays money market reform close to the vest

In front of mutual fund group, chief regulator says little about revamp.

By Mark Schoeff Jr.
MetLife VA income benefit melting, melting
RETIREMENT PLANNING MAY 31, 2013
MetLife VA income benefit melting, melting

Latest product features 4% withdrawal rates; can advisers do better on their own?

By Darla Mercado
RETIREMENT PLANNING MAY 30, 2013
Mary Beth Franklin: Public servants get short end of Social Security stick

Windfall Elimination Provision trims benefits; spousal benefits can be wiped out

By Mary Beth Franklin
FINTECH MAY 30, 2013
Morgan Stanley rolls out Trade Flow Insights tool

By Janowski Davis
INDEPENDENT BROKER DEALERS MAY 30, 2013
Ex-LPL adviser charged with stealing $2M from clients

LPL finds itself in the headlines for the third time this week as a former adviser gets charged by the SEC for stealing $2 million from clients.

By Bruce Kelly
RETIREMENT PLANNING MAY 30, 2013
Mary Beth Franklin: Undone by the do-over strategy

Plans to repay early Social Security benefits halted by recent rule change

By Mary Beth Franklin
WIREHOUSES MAY 30, 2013
Trainees are burning out

By Bloomberg