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EQUITIES JUL 22, 2014
Something to fear: fear itself

In the world of financial market push-me-pull-you, there is nothing quite like the counterintuitive reality of market volatility, which is currently lower than it has been in years. Commonly dubbed the “fear index”, the Chicago Board Options Exchange Volatility Index (VIX) is languishing near its lowest point since 2007. If fear, as measured by volatility, is low, that's a good thing, right? Sort of.

By Jeff Benjamin
Big demand from advisers for Social Security claiming tools, training
RETIREMENT PLANNING JUL 22, 2014
Big demand from advisers for Social Security claiming tools, training

But few are willing to pay for it.

By Mary Beth Franklin
FINTECH JUL 22, 2014
Advisers' next evolution: Pairing with online platforms

Advisory firm execs considering how to partner with robo-advisers or build a digital advice model into their own offerings.

By Liz Skinner
RIAS JUL 22, 2014
HighTower Network adds $300 million Merrill team

Two Merrill Lynch advisers with a combined $300 million in assets under management go independent as a HighTower franchise

By Mason Braswell
FIXED INCOME JUL 22, 2014
Bond uncertainty lifts 'unconstrained' alts funds

Bond uncertainty lifts 'unconstrained' alts funds as Janus introduces second new offering in space this year

By Trevor Hunnicutt
INDUSTRY NEWS JUL 22, 2014
Miller: Gundlach's bearish housing position is wrong

Bill Miller said Jeffrey Gundlach and real estate billionaire Sam Zell are wrong about housing.

By Matt Ackermann
RETIREMENT PLANNING JUL 22, 2014
Want loyalty? Help clients with caregiving

Taking these extra steps with clients who are caring for loved ones will strengthen those relationships

By Liz Skinner
RETIREMENT PLANNING JUL 22, 2014
The magic range for alternatives allocations

A panel of experts weighs in on how much clients should ideally have invested in noncorrelated assets.

By Darla Mercado
INDUSTRY NEWS JUL 22, 2014
Gundlach recommends shorting homebuilders

At a New York investing conference, the DoubleLine bond fund manager takes a bearish view on housing

By Trevor Hunnicutt
BROKER DEALERS JUL 22, 2014
Be prepared to justify your fees

It's important for advisers to not show surprise or resentment when fee questions are raised by clients.

By MFXFeeder
RIAS JUL 22, 2014
Exclusive: HighTower launches fee-for-service platform

HighTower debuts fee-for-service platform for independent wealth managers after signing its first client, an advisory firm with $19.9 billion under advisement.

By Trevor Hunnicutt
FIXED INCOME JUL 22, 2014
Gundlach not buying the housing recovery

For star bond manager Jeffrey Gundlach, the U.S. housing recovery isn't very rosy and so he's avoiding subprime debt despite its big rally in 2013.

By Gregory Crawford
RETIREMENT PLANNING JUL 21, 2014
To raise real estate values, some cities turn to fakery

From Campden to Cleveland, cities are going after their poorest neighborhoods with a highly skilled paintbrush.

By Elizabeth MacBride
RETIREMENT PLANNING JUL 21, 2014
Create an estate plan for your digital assets

Your followers are worth something. One important question to consider: What did you sign away when you agreed to the terms of service with a company such as Facebook or Twitter?

By Darla Mercado
INDUSTRY NEWS JUL 21, 2014
When it comes to private equity investing, which counts more — being rich or smart?

Op-Ed: Increasing the net-worth threshold to account for inflation would be a minimum step toward updating the definition of an accredited investor.

By MFXFeeder
LIFE INSURANCE AND ANNUITIES JUL 21, 2014
Florida law allows planners to give insurance advice without insurance company

Helps fee-only planners meet CFP Board definition prohibiting such affiliation with firms that charge commissions

By Mark Schoeff Jr.
BROKER DEALERS JUL 21, 2014
Investors Capital shareholders back Schorsch's RCS Capital merger

$52.5 million cash and stock deal scheduled to close on Friday.

By Bruce Kelly
BROKER DEALERS JUL 21, 2014
Securities America buying Dalton Strategic Investment Services

Trend of small and midsize broker-dealer mergers and acquisitions continues to build.

By Bruce Kelly
EQUITIES JUL 21, 2014
IPOs draw heavy attention, but investors need caution

Performance history indicates that all the attention around IPOs means regular investors need to exercise extra caution.

By Jeff Benjamin
ALTERNATIVES JUL 21, 2014
RCS Capital's stock: How low can it go?

The broker-dealer saw its shares dip again on Thursday after it lowered the price of its secondary offering. That follows a 37% decline in the company's share price in the past month. Investors, however, could stand to benefit. Bruce Kelly has the story.

By Bruce Kelly