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RETIREMENT PLANNING OCT 02, 2014
Medicare: The next frontier

As health care costs in retirement rise, many advisers and clients still haven't accounted for a major part of those expenses: Medicare.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 01, 2014
Which earnings don't reduce Social Security benefits?

Find out what you can do in retirement that won't count toward the earnings test.

By Mary Beth Franklin
OPINION OCT 01, 2014
Apple Pay may feel painless. At first.

Studies show that people spend as much as 100% more when they don't use 'real' money.

By Cass R. Sunstein
EQUITIES OCT 01, 2014
Pimco Total Return takes big hit

<i>Breakfast with Benjamin:</i> Gross leaves and the cash follows. Plus: A new robo-adviser enters the market; Schorsch at it again, with a twist; corporations are healthy, healthy, healthy; oil prices are falling; and Elon Musk's next move.

By Jeff Benjamin
WIREHOUSES OCT 01, 2014
Morgan Stanley wins back $3M bonus from insider trader

A Finra arbitration panel ordered Vladimir Eydelman to repay his former firm after he was fired in March amid charges of insider trading.

By Mason Braswell
RETIREMENT PLANNING OCT 01, 2014
Dispatch from the retirement front

<i>InvestmentNews</i> contributing editor gives an update on how life has changed since her husband retired.

By Mary Beth Franklin
EQUITIES OCT 01, 2014
Tiny long-short equity mutual fund delivers huge gains

By Bloomberg
FIXED INCOME SEP 30, 2014
Fed flirts with leaving taper on the table

<i>Breakfast with Benjamin:</i> The end of QE? Not so fast. Plus: Gold gets the cold shoulder, most European banks pass stress tests, and why you shouldn't get too excited about stock buyback plans.

By Jeff Benjamin
PRACTICE MANAGEMENT SEP 30, 2014
Finra assessing costs for second phase of CARDS affecting broker-dealers

Jonathan Sokobin, the regulator's chief economist, will bring together a group of small firms to better understand costs and benefits of the proposal.

By Mark Schoeff Jr.
FINTECH SEP 30, 2014
FSI sets up task force to influence CARDS development

Group will advance recommendations, with a key focus on cost versus benefit.

By Mark Schoeff Jr.
INDUSTRY NEWS SEP 30, 2014
IPO markets: best quarter since 2010

Alibaba breathed even more life into an already hot quarter

By Bloomberg
EMERGING MARKETS SEP 30, 2014
IPO markets don't need Alibaba for best quarter since 2010

Companies raised $41.8 billion in three-month period ended Sept. 30.

By Bloomberg
EQUITIES SEP 30, 2014
The dangerous downside of the stronger dollar

Today's <i>Breakfast with Benjamin</i> menu covers the U.S. dollar threatening to knock markets off balance, riding an ETF back into commodities, retirement plans turning on the Pimco Total Return Fund, and more.

By Jeff Benjamin
FIXED INCOME SEP 30, 2014
Pimco's loss could be these fund companies' gain

BlackRock and Legg Mason are among the firms poised to pounce on Pimco's outflows now that the face of the firm has flown the coop.

By Liz Skinner
PRACTICE MANAGEMENT SEP 30, 2014
Investors may resist quizzing brokers about compensation

Finra proposal bashed as an 'envelope-stuffer'

By Mark Schoeff Jr.
PRACTICE MANAGEMENT SEP 30, 2014
Rule proposal for new hire background checks moving to SEC

The role moving to the SEC would require brokers to put written procedures in place to verify the accuracy of applicants' U4 forms.

By Mark Schoeff Jr.
RIAS SEP 30, 2014
Chairman White's political will may determine fiduciary-duty outcome

Advocate urges SEC leader to move ahead with split commission.

By Mark Schoeff Jr.
PRACTICE MANAGEMENT SEP 30, 2014
Why separately managed accounts are undergoing a rebirth

By Thomas Hoops
REGULATION AND LEGISLATION SEP 30, 2014
Lines are drawn within the SEC, slowing potential fiduciary duty rule

Consensus may never be reached, with Gallagher and Piwowar already against it.

By Mark Schoeff Jr.
RETIREMENT PLANNING SEP 29, 2014
Housing recovery on horizon, but is it too little, too late for retiring boomers?

Median sale price of existing homes rose more than 5% in September

By Liz Skinner