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RETIREMENT PLANNING AUG 18, 2013
Meet the real 'Golden Girls'

Shared housing could improve the retirement prospects of single baby boomers. Mary Beth Franklin has some real-life stories.

By Mary Beth Franklin
Design of 'top hat' plans benefits high earners
RETIREMENT PLANNING AUG 18, 2013
Design of 'top hat' plans benefits high earners

Originally designed to allow a company's highest-paid executives to defer their annual cash bonus, nonqualified deferred-compensation plans have evolved into flexible, multiuse executive retirement plans — with investment options similar to their qualified-retirement-plan counterparts.

By Joanne Wojcik
Wading through the alphabet soup
INDUSTRY NEWS AUG 18, 2013
Wading through the alphabet soup

The financial advice industry has long been criticized for having too many professional designations — some good, some OK and far too many just worthless.

By Frederick P. Gabriel Jr.
WIREHOUSES AUG 18, 2013
Merrill out to pasture?

Restructuring, if it happens, won't likely affect Merrill's advisers.

By DJAMIESON
WIREHOUSES AUG 16, 2013
Wirehouses

By Andrew Leigh
INDUSTRY NEWS AUG 16, 2013
Palladium: A good alternative to gold?

Fundamentals support gains in the commodity while some still see good reason to invest in gold

By Jeff Benjamin
WIREHOUSES AUG 16, 2013
The herd is thundering as strong markets buoy BofA Merrill Lynch

BofA Merrill Lynch continues to see its adviser ranks shrink, but average productivity is growing, topping $1 million for the first time thanks to strong markets.

By AOSTERLAND
REGULATION AND LEGISLATION AUG 16, 2013
Bruce Berkowitz rolling dice on bailout babies — again

Fairholme Fund boss now has 7% of fund's assets in Fannie Mae, Freddie Mac; joins suit, too

By AOSTERLAND
RETIREMENT PLANNING AUG 16, 2013
401(k) plan optimization generating maximum interest

Sponsors increasingly asking advisers about ways to boost participants' results

By Darla Mercado
RETIREMENT PLANNING AUG 16, 2013
You handle it: 401(k) savers turning assets over to financial pros

Number of Vanguard plan participants investing in professionally managed offerings up 50% since 2007; diversification more diversified

By Mary Beth Franklin
RIAS AUG 16, 2013
Advisers prep for Hurricane Sandy to land

Advisers on the east coast hunker down ahead of Hurricane Sandy, described by meteorologists as a 'once-in-a-century' storm.

By Liz Skinner
INDUSTRY NEWS AUG 15, 2013
Bond market awaits tapering with bated breath

Some fear overreaction from retail investors as Fed begins reducing QE

By Jeff Benjamin
INDUSTRY NEWS AUG 15, 2013
Palladium: A good alternative to gold?

Fundamentals support gains in the commodity, while some still see good reason to invest in gold

By Jeff Benjamin
INDUSTRY NEWS AUG 15, 2013
Worries about end to Fed stimulus knocks gold for another loss

Metal drops below key $1,300 level after Dallas Fed President Fisher suggests QE end in sight.

By Gregory Crawford
INDUSTRY NEWS AUG 15, 2013
Private equity giant KKR's closed-end fund falls flat

Investors give IPO lukewarm reception amid 'chaos' in closed end fund market.

By Jason Kephart
INDUSTRY NEWS AUG 15, 2013
Yields to yield as bond market finds its equilibrium

What's next for the thrill-a-minute Treasury market? Traders say a leveling off of the term premium on government notes suggests the days of spiking yields are over.

By John Goff
RETIREMENT PLANNING AUG 14, 2013
Allianz Life to launch indexed annuity for B-Ds, wirehouses

Product with built-in income rider set to debut Oct. 14.

By Darla Mercado
INDUSTRY NEWS AUG 14, 2013
How should alts fit into college savings plans?

By Liz Skinner
BROKER DEALERS AUG 14, 2013
Raymond James snags four industry bigs in RIA push

New hires to serve as regional directors; firm plans big advertising push.

By DJAMIESON
RETIREMENT PLANNING AUG 14, 2013
'Friendly' trust services encourage retention over generations

Predictable client base can increase the price tag of your practice.

By CNELSON