News

Displaying 43143 results
Survey shows slight decline in elderly financial abuse cases
RETIREMENT PLANNING MAR 31, 2016
Survey shows slight decline in elderly financial abuse cases

Seventeen percent reported abuse, down from 20% in 2010: Investor Protection Trust.

By Christine Idzelis
FIXED INCOME MAR 31, 2016
El-Erian: What the Fed will and won't do

Here are four things Fed officials are likely to do and not do this week, according to Mohamed El-Erian, the chief economic adviser at Allianz.

By Mohamed El-Erian
When Social Security is a family affair
RETIREMENT PLANNING MAR 30, 2016
When Social Security is a family affair

Claiming benefits early may make sense when kids are involved.

By Mary Beth Franklin
RETIREMENT PLANNING MAR 30, 2016
Can Calpers live with responsible returns?

Calpers is attempting to turn ESG investing on its head. Rather than divest from companies it deems undesirable, it will engage those companies and attempt to improve them from the inside.

By Nir Kaissar
FINTECH MAR 30, 2016
Massachusetts regulator Galvin questions robos' ability to act as state-registered investment advisers

The statement is targeted at direct-to-consumer platforms seeking registration in the state.

By Alessandra Malito
RETIREMENT PLANNING MAR 30, 2016
Procrastinating? Here's what you need to know about filing your taxes

Filing close to, or after, April 18 could be a sign you're a member of the financial elite.

By Bloomberg
Fidelity offers to help employees pay off student loans
MUTUAL FUNDS MAR 30, 2016
Fidelity offers to help employees pay off student loans

Securities powerhouse will pay up to $10,000 in principal payments over five years, or $2,000 a year.

By John Waggoner
RIAS MAR 30, 2016
Time to get on board the fiduciary train

Many advisers and the firms they work for are still woefully unprepared for what lies ahead.

By MFXFeeder
Fed's Bullard sees case for April hike as inflation set to overshoot
INDUSTRY NEWS MAR 30, 2016
Fed's Bullard sees case for April hike as inflation set to overshoot

Odds of Federal Reserve falling behind curve have increased

By Bloomberg
Strategies for delaying required minimum distributions for working clients
RETIREMENT PLANNING MAR 30, 2016
Strategies for delaying required minimum distributions for working clients

Those who are 70 ½ and still on the job may be able to delay distributions from company plans.

By Bloomberg
Fisher Investments names Damian Ornani CEO as Ken Fisher relinquishes role
RIAS MAR 30, 2016
Fisher Investments names Damian Ornani CEO as Ken Fisher relinquishes role

Mr. Fisher will stay on as executive chairman and co-CIO of the investment adviser

By Christine Idzelis
When delayed retirement credits are delayed
RETIREMENT PLANNING MAR 30, 2016
When delayed retirement credits are delayed

Some Social Security beneficiaries must wait an additional year for full payment.

By Mary Beth Franklin
DOL fiduciary rule will cause retirement plan advisers to outsource liability
RETIREMENT PLANNING MAR 30, 2016
DOL fiduciary rule will cause retirement plan advisers to outsource liability

Post-DOL fiduciary rule, industry watchers expect even more outsourcing to help reduce or eliminate fiduciary liability when building plan lineups.

By Greg Iacurci
Salesforce debuts adviser-focused client relationship management platform
FINTECH MAR 30, 2016
Salesforce debuts adviser-focused client relationship management platform

Called Salesforce Financial Services Cloud, the platform is the company's entry into the wealth management industry.

By Alessandra Malito
EQUITIES MAR 29, 2016
Gold's best quarter in decades bodes well for the commodity

<i>Breakfast with Benjamin</i> Even after its best quarterly performance in nearly 30 years, gold could still have some upside to go.

By Jeff Benjamin
Janet Yellen says central bankers should 'proceed cautiously' in raising interest rates
EQUITIES MAR 29, 2016
Janet Yellen says central bankers should 'proceed cautiously' in raising interest rates

Federal Reserve chairwoman cites heightened risks in the global economy as cause for caution

By Bloomberg
American Funds says low fees, manager ownership can save actively managed funds
ETFS MAR 29, 2016
American Funds says low fees, manager ownership can save actively managed funds

Top money manager finds two key elements that can help identify which funds are more likely to beat their benchmarks.

By Jeff Benjamin
Vanguard raises some expense ratios
EQUITIES MAR 29, 2016
Vanguard raises some expense ratios

One of the lowest-cost fund companies gets into a war of words with an analyst over how it calculates expense ratios.

By John Waggoner
Recruiter questions Merrill Lynch's client retention numbers
PRACTICE MANAGEMENT MAR 29, 2016
Recruiter questions Merrill Lynch's client retention numbers

Wirehouse recently claimed it typically retains 40%-50% of client assets after an adviser leaves.

By Danny Sarch
Robo-advisers aim to better link investments and financial planning
FINTECH MAR 29, 2016
Robo-advisers aim to better link investments and financial planning

Automated online platforms are putting benchmarking metrics aside, and measuring success by how they help clients reach their financial goals.

By Alessandra Malito