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Social Security's negative returns
RETIREMENT PLANNING MAR 05, 2015
Social Security's negative returns

Payroll tax contributions exceed lifetime benefits for most workers. <i>(Hear Mary Beth Franklin <a href=&quot;https://home.investmentnews.com/clickshare/eventPurchase.do?CSProduct=investmentnews-event&amp;CSEventId=1204&quot; target=&quot;_blank&quot;>answer advisers' questions on Social Security</a> today at 4 p.m.)</i>

By Mary Beth Franklin
House approves bill easing 529 plan rules
RETIREMENT PLANNING MAR 05, 2015
House approves bill easing 529 plan rules

Families may get to pay for computers again with these popular college savings accounts.

By Liz Skinner
Blogging tools to maximize an adviser's online voice
FINTECH MAR 05, 2015
Blogging tools to maximize an adviser's online voice

An increasing number of financial advisers are <a href=&quot;http://www.investmentnews.com/article/20131013/REG/310139963/the-why-and-how-of-blogging&quot; target=&quot;_blank&quot;>blogging to connect with new and existing clients.</a>

By Alessandra Malito
RIAS MAR 05, 2015
$800 million Morgan team breaks away

Team partners with Dynasty Financial Partners to found Mosaic Family Wealth

By Mason Braswell
Deferred-income annuities grab spotlight from traditional variable annuities
LIFE INSURANCE AND ANNUITIES MAR 05, 2015
Deferred-income annuities grab spotlight from traditional variable annuities

Run-up of DIAs in recent years points to a new retirement income stream for clients. <b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150222/ANNUITIES2015&quot; target=&quot;_blank&quot;>Our full special report on annuity strategies</a>)</b></i>

By Darla Mercado
RETIREMENT PLANNING MAR 05, 2015
Obama backs off idea to cut 529 college savings plan

Issue becomes distraction from president's broader plan to expand and simplify tax breaks for education

By Bloomberg
J.P. Morgan funds garner most dollars from advisers: Morningstar
MUTUAL FUNDS MAR 05, 2015
J.P. Morgan funds garner most dollars from advisers: Morningstar

Advisers flock to firm's broad range of products while competitors see only select interest.

By Trevor Hunnicutt
BROKER DEALERS MAR 04, 2015
LPL adds 50 reps and advisers to banking channel

IBD inks deal with Southwest financial services company Zions Bancorporation, adding 50 reps and advisers.

By Bruce Kelly
NAPFA forces resignation of Bert Whitehead, vocal compensation committee member
INDUSTRY NEWS MAR 04, 2015
NAPFA forces resignation of Bert Whitehead, vocal compensation committee member

The association asked veteran adviser Bert Whitehead to resign his post after he publicly aired his views on potential compensation conflicts of interest.

By Jeff Benjamin
Hospital stocks ride a wave of potential insurance subsidies
EQUITIES MAR 04, 2015
Hospital stocks ride a wave of potential insurance subsidies

<i>Breakfast with Benjamin:</i> Hospital-stock rally sparked by high court's Obamacare debate. Plus: The dollar continues to soar; how to follow the big money; and bailing out college debt is a bad investment.

By Jeff Benjamin
Obama directs Labor Department to move ahead on fiduciary rule
PRACTICE MANAGEMENT MAR 04, 2015
Obama directs Labor Department to move ahead on fiduciary rule

The president plans to direct the Department of Labor to move ahead with a proposal that would raise investment-advice standards for brokers handling retirement accounts, arguing that conflicted advice is costing Americans billions.

By Mark Schoeff Jr.
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets
RIAS MAR 04, 2015
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets

Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.

By Jeff Benjamin
OPINION MAR 04, 2015
An important truth about the adviser-client relationship: Your clients own you

Clients are yours to lose, so provide good advice to your clients will stick around

By MFXFeeder
EQUITIES MAR 04, 2015
What investors might be missing in the big picture

Everyone knows what inflation is, but deflation is another story. What questions should investors be asking?

By David F. Sand
$6 billion RIA Mercer sold in PE deal
INDUSTRY NEWS MAR 03, 2015
$6 billion RIA Mercer sold in PE deal

Genstar Capital is buying Mercer Global Advisors, a large Santa Barbara, Calif., RIA, from former PE owners Lovell Minnick Partners. <i>Plus: <a href=&quot;http://data.investmentnews.com/ria/?W=&amp;OB=24_103d0308|DESC&quot; target=&quot;_blank&quot;>The latest ranking of fee-only RIAs by AUM</a></i>

By Mason Braswell
EQUITIES MAR 03, 2015
Oil-price slide is starting to get scary

<i>Breakfast with Benjamin:</i> Talk of an oil comeback is fading fast. Plus: Some good news for gold investors, bankers head for greener pastures, and a St. Patty's Day spelling bee

By Jeff Benjamin
The March Madness effect
INDUSTRY NEWS MAR 03, 2015
The March Madness effect

NCAA tournament gives boost to restaurants such as Buffalo Wild Wings, beer makers and bars; retail sales for food-service and drinking places rise more in March than rest of the year.

By Bloomberg
Gross' fund at Janus Capital suffers net redemptions as performance trails
FIXED INCOME MAR 03, 2015
Gross' fund at Janus Capital suffers net redemptions as performance trails

February marks first month of outflows since bond manager joined firm

By Bloomberg
Former Bank of America Merrill Lynch trainees sue for overtime
WIREHOUSES MAR 03, 2015
Former Bank of America Merrill Lynch trainees sue for overtime

Duo seeks to represent more than 100 trainees, more than $5 million in damages.

By Bloomberg
Rubio-Lee tax plan eliminates deductions and ties large, small business rates
REGULATION AND LEGISLATION MAR 03, 2015
Rubio-Lee tax plan eliminates deductions and ties large, small business rates

Possible presidential hopeful seeks to simplify tax code with two rates for income taxes, one for corporate taxes.

By Mark Schoeff Jr.