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New adviser course will target clients' behavioral finance issues
PRACTICE MANAGEMENT SEP 10, 2015
New adviser course will target clients' behavioral finance issues

As market volatility ramps up, the timing of IMCA's certificate program kicking off next month is ideal.

By Liz Skinner
The futures market still isn't buying into a Fed rate hike
EQUITIES SEP 10, 2015
The futures market still isn't buying into a Fed rate hike

<i>Breakfast with Benjamin</i>: Economists are leaning toward a rate hike, but the futures market begs to differ.

By Jeff Benjamin
RETIREMENT PLANNING SEP 10, 2015
How a Roth IRA conversion can supercharge your retirement savings

This underutilized method can provide a variety of benefits, such as reduced risk of rising taxes and the ability to better control taxes on Social Security benefits and Medicare premiums.

By Jamie Hopkins
RETIREMENT PLANNING SEP 10, 2015
Is work the new retirement?

A new study from AARP finds that one-third of Americans ages 40 to 64 anticipate that they will continue working post-retirement.

By Laura Sanicola
INDUSTRY NEWS SEP 10, 2015
Dizzying number of mobile startups may be cause for concern

About 90 mobile startups have crossed $1 billion mark, spurring talk of a bubble; overvaluations makes it harder for venture capitalists to find an exit.

By Bloomberg
OppenheimerFunds in deal for fund firm that creates smart-beta ETFs
ETFS SEP 10, 2015
OppenheimerFunds in deal for fund firm that creates smart-beta ETFs

VTL manages eight ETFs and $1.7 billion, is known for funds that use rule-based approaches to select stocks that may outperform the market.

By Trevor Hunnicutt
Market volatility puts spotlight on tax-planning strategies
RETIREMENT PLANNING SEP 10, 2015
Market volatility puts spotlight on tax-planning strategies

With recent market swings come opportunities for advisers to lower their clients' tax bills.

By Greg Iacurci
ETFS SEP 10, 2015
Vanguard, once thwarted, launches a muni-bond rival to BlackRock's iShares

A first for the mutual fund industry, and the cheapest offering in ETFs, an analyst says.

By Trevor Hunnicutt
DoubleLine's Gundlach outperforms Loomis' Fuss and Janus' Gross in recent market rout
EMERGING MARKETS SEP 10, 2015
DoubleLine's Gundlach outperforms Loomis' Fuss and Janus' Gross in recent market rout

Jeffrey Gundlach's $48.2 billion DoubleLine Total Return Bond Fund returned 0.7% over the past month while his peers showed losses.

By Bloomberg
Muni bonds are poised to shine as rates move higher
ETFS SEP 10, 2015
Muni bonds are poised to shine as rates move higher

Tax-exempt category is actually benefiting from the dark cloud hanging over it.

By Jeff Benjamin
RIAS SEP 10, 2015
AMG subsidiary acquires $7 billion RIA focused on high-net-worth clientele

Philadelphia-based myCIO Wealth Partners is latest deal in year of sky-high valuations for wealth managers.

By Trevor Hunnicutt
Retirement income innovations aim to ease longevity's strain on assets
RETIREMENT PLANNING SEP 10, 2015
Retirement income innovations aim to ease longevity's strain on assets

Planning for the spend-down phase more important than ever given the longer time horizon

By Liz Skinner
Merrill loses $800 million private banking team
WIREHOUSES SEP 09, 2015
Merrill loses $800 million private banking team

Two advisers from the elite unit broke away to start their own RIA in Texas.

By Laura Sanicola
Daily fantasy football getting better at separating players from their money
PRACTICE MANAGEMENT SEP 09, 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
INDUSTRY NEWS SEP 09, 2015
The most important lessons for investors from August's stock market mayhem

September could still be the cruelest month. Here's what you should be thinking about your investment portfolio.

By Bloomberg
RETIREMENT PLANNING SEP 09, 2015
How late-life remarriages complicate Social Security benefits

Matters can get complicated when a new spouse enters the picture.

By Mary Beth Franklin
Put your bond manager to the liquidity test
INDUSTRY NEWS SEP 09, 2015
Put your bond manager to the liquidity test

Bond market liquidity is drying up &#8212; something every investor should take seriously. But liquidity risk can also provide an additional source of returns.

By Douglas J. Peebles and Ashish Shah
FINTECH SEP 09, 2015
Big-name advisers jump into data aggregation arena to back Quovo

Ron Carson, Steve Lockshin and Marty Bicknell among those investing as the personal financial information market heats up.

By Alessandra Malito
Dynasty trust planning: A tax-efficient way to manage wealthy families' assets
OPINION SEP 09, 2015
Dynasty trust planning: A tax-efficient way to manage wealthy families' assets

It is an estate-planning tool through which a parent's or grandparent's assets can continue to grow indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes.

By Michelle Canerday and Robert Gerber
Alex Rodriguez and the Federal Reserve rewrite history
INDUSTRY NEWS SEP 09, 2015
Alex Rodriguez and the Federal Reserve rewrite history

The baseball star and the central bank have changed their respective narratives but for the Fed, the end of the story remains murky.

By Michael Conway