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RETIREMENT PLANNING SEP 13, 2015
Use reverse mortgages, but only in unique circumstances

Home-equity product works if you plan to stay in your home indefinitely and could use some supplemental income.

By Greg Iacurci
RETIREMENT PLANNING SEP 13, 2015
Dispatch from the retirement front – one year later

<i>InvestmentNews</i> contributing editor reflects on how life has changed since her husband retired a year ago.

By Mary Beth Franklin
OPINION SEP 13, 2015
Look before you leap. A cliché, but...

Two disparate pieces of recent news highlight the risks of knee-jerk reactions

By MFXFeeder
BlackRock replaces Porcelli as head of U.S. wealth advisory business
INDUSTRY NEWS SEP 12, 2015
BlackRock replaces Porcelli as head of U.S. wealth advisory business

BlackRock named Salim Ramji head of its U.S. wealth advisory business, succeeding Frank Porcelli, as the world's biggest asset manager pushes to attract more retail clients.

By Bloomberg
BROKER DEALERS SEP 11, 2015
Cetera Financial on the block?

RCS Capital Corp., the struggling brokerage group cobbled together by real estate developer Nicholas Schorsch, is exploring a sale of its independent broker-dealer, according to people with knowledge of the matter. <i>Plus: <a href="//www.investmentnews.com/article/20150921/FEATURE/150919894/how-nick-schorsch-lost-his-mojo&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">How Nick Schorsch lost his mojo</a></i>

By Bloomberg
ALTERNATIVES SEP 11, 2015
RCS Capital cuts due diligence team at Cetera Financial

Group focuses on mainstream and alternative investments such as nontraded REITs.

By Bruce Kelly
UBS scoops up $1.3 billion Merrill private banking team
PRACTICE MANAGEMENT SEP 11, 2015
UBS scoops up $1.3 billion Merrill private banking team

Group of three advisers produced $7.8 million in revenue.

By Mason Braswell
Mutual funds may start charging you for cashing out during periods of market stress
INDUSTRY NEWS SEP 11, 2015
Mutual funds may start charging you for cashing out during periods of market stress

A proposed regulatory change is aimed at curbing investors' impulse to stampede out of funds when asset prices are at risk of tanking.

By Bloomberg
Why millennial super savers are putting away 15% of their salaries
RETIREMENT PLANNING SEP 11, 2015
Why millennial super savers are putting away 15% of their salaries

Saving 15% or more is something to aspire to. But starting to save early, and saving consistently, can also take you a long way.

By Bloomberg
Millennial super savers socking away at least 15% of their incomes
RETIREMENT PLANNING SEP 11, 2015
Millennial super savers socking away at least 15% of their incomes

Of the 13 million participants in 401(k) plans administered by Fidelity Investments, close to 421,000 are young &quot;super savers.&quot;

By Bloomberg
INDUSTRY NEWS SEP 11, 2015
Daily fantasy football getting better at separating players from their money

September has become the biggest month for new fans trying the game, which combines the stats-jockeying of traditional fantasy contests with the thrills of old-fashioned sports betting.

By Bloomberg
Smart-beta upstart goes after the big boys wielding lower fees as a weapon
EQUITIES SEP 11, 2015
Smart-beta upstart goes after the big boys wielding lower fees as a weapon

Equal-weighted exposure to the S&amp;P 500 for 30 basis points.

By Jeff Benjamin
Fired $2.5 billion Merrill adviser finds home at Wells Fargo
PRACTICE MANAGEMENT SEP 11, 2015
Fired $2.5 billion Merrill adviser finds home at Wells Fargo

Marc D. Lowe, who was terminated over alleged &#8220;inappropriate workplace behavior,&#8221; joins Wells' employee channel.

By Mason Braswell
Financial planning software startup closes its doors
FINTECH SEP 11, 2015
Financial planning software startup closes its doors

Plumvo offered its online-brokerage, wealth-management and personal-finance software to investors and advisers for free, but ultimately was unable to make its business model work.

By Alessandra Malito
How are you handling your clients during the market's turmoil?
EQUITIES SEP 11, 2015
How are you handling your clients during the market's turmoil?

<i>InvestmentNews</i> wants to know how clients are reacting to the uptick in volatility. Take our 1-minute survey and let us know.

By Matt Sirinides
MUTUAL FUNDS SEP 11, 2015
Franklin Templeton billionaire escapes contentious lawsuit

The billionaire who built Franklin Templeton survived a lawsuit by the son of an early investor who said he was cheated out of a stake in the firm worth $136 million. But the company will still have to defend itself in court.

By Trevor Hunnicutt
5 tips to boost advisers' productivity
OPINION SEP 11, 2015
5 tips to boost advisers' productivity

The farther an adviser gets away from client-related activity, the greater the potential drag on efficiency

By Christine Gaze
Effectively communicating with clients separates advisers from algorithms
PRACTICE MANAGEMENT SEP 11, 2015
Effectively communicating with clients separates advisers from algorithms

The financial advisers' educator says it's all about asking the right questions and listening for honest answers. <i>(Plus: <a href=&quot;http://www.investmentnews.com/gallery/20150602/FREE/602009998/PH&quot; target=&quot;_blank&quot;>6 secrets of top-performing advisers</a>)</i>

By crichards
EQUITIES SEP 10, 2015
It's decision week for Federal Reserve: Will they raise rates?

<i>Breakfast with Benjamin:</i> Do Janet Yellen and her partners on the Federal Reserve Board know what they're going to do with interest rates?

By Jeff Benjamin
Goldman Sachs goes low cost in bid to attract investors to ETFs
ETFS SEP 10, 2015
Goldman Sachs goes low cost in bid to attract investors to ETFs

Firm will waive a portion of its management fee and limit expenses for at least the first year of the large-cap version of its ActiveBeta ETFs.

By Bloomberg