Advisor News

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Don't delay on file and suspend Social Security claims
RETIREMENT PLANNING NOV 27, 2015
Don't delay on file and suspend Social Security claims

As the Social Security Administration's appointment backlog builds, consider filing online.

By Mary Beth Franklin
Top questions about new Social Security claiming rules
RETIREMENT PLANNING NOV 27, 2015
Top questions about new Social Security claiming rules

Mary Beth Franklin's virtual mailbag is bursting at the seams with questions from <i>InvestmentNews</i> readers about how new regulation will affect Social Security claiming strategies for current and future retirees. Here she offers some answers.

By Mary Beth Franklin
FINTECH NOV 25, 2015
Banks want to cash in on robo movement

By Alessandra Malito
RETIREMENT PLANNING NOV 25, 2015
How easy is it to get student loans forgiven?

Graduates who take on low-paying public sector jobs can get help from the federal government, but qualifying for the program isn't always easy.

By Bloomberg
Battle rages over Credit Suisse brokers after Wells Fargo recruitment deal
PRACTICE MANAGEMENT NOV 25, 2015
Battle rages over Credit Suisse brokers after Wells Fargo recruitment deal

Wells executive says 'feeding frenzy' taking place over some high-end producers.

By Bloomberg
Robert McCann named UBS Americas' new chairman
PRACTICE MANAGEMENT NOV 25, 2015
Robert McCann named UBS Americas' new chairman

Exec will become chairman of UBS Americas, focusing on clients and strategic priorities. Tom Naratil, the group CFO and COO, will become president of UBS Wealth Management Americas and UBS Americas.

By Bruce Kelly
RETIREMENT PLANNING NOV 24, 2015
Financial security begins with workplace benefits

Employees need to pay attention to what's being offered and engage with the resources that are provided.

By Ray Marra
RETIREMENT PLANNING NOV 24, 2015
Here's where your college degree is worth the most

In countries where education is most accessible, your degree is the likely to give you less of a leg up.

By Bloomberg
CalPERs paid $3.4B in private equity fees since 1990; earned $24.4B in net gains
RETIREMENT PLANNING NOV 24, 2015
CalPERs paid $3.4B in private equity fees since 1990; earned $24.4B in net gains

Lack of data has been a flashpoint for a national debate over the amount of fees paid to private equity managers, given the risks and illiquidity.

By Randy Diamond
PRACTICE MANAGEMENT NOV 23, 2015
DOL's fiduciary exemption is not a workable option for advisers

Too complex and cumbersome, provision would exclude investments such as alternatives from list of options.

By Dale Brown
Schorsch partner William Kahane resigns as director of two AR Capital REITs
INDEPENDENT BROKER DEALERS NOV 23, 2015
Schorsch partner William Kahane resigns as director of two AR Capital REITs

William Kahane, one of the co-founders of Nicholas Schorsch's AR Capital, resigns as a director from two real estate investment trusts.

By Bruce Kelly
EQUITIES NOV 23, 2015
SEC taking deep dive into role of ETFs in Aug. 24 market drop

<i>Breakfast with Benjamin:</i> SEC chairwoman Mary Jo White says the agency is taking a hard look at ETFs' role on Aug. 24, when stocks dropped like a rock, and the agency's trading rules are part of the scrutiny.

By Jeff Benjamin
RETIREMENT PLANNING NOV 23, 2015
Stretching your budget to fit your mortgage might not be a bad thing

Trulia's latest report reveals which cities may be most worth the risk when it comes to purchasing real estate.

By Bloomberg
RETIREMENT PLANNING NOV 23, 2015
Social Security changes sting women retirees

New rules limiting Social Security strategies in 2016 and beyond could make it more difficult for many women to maximize their benefits.

By Mary Beth Franklin
REGULATION AND LEGISLATION NOV 23, 2015
Women lawmakers play an outsized role in policymaking that affects advisers

Percentage of women in Congress similar to their proportion in the advice sector, with plenty of room to grow

By Mark Schoeff Jr.
PRACTICE MANAGEMENT NOV 23, 2015
Time for Congress to act on elder abuse

Senior$afe Act seems like a win-win for financial advisers and their elder clients.

By MFXFeeder
PRACTICE MANAGEMENT NOV 22, 2015
Finra's Susan Axelrod: Finding a job you love is what matters

By Susan F. Axelrod
FINTECH NOV 20, 2015
Will Fidelity kill goose that laid the golden egg?

By Alessandra Malito
EQUITIES NOV 19, 2015
S&P's global financial literacy test is out

<i>Breakfast with Benjamin:</i> S&amp;P Rating Services has released its global financial services literacy test, which uses four questions to test understanding of interest compounding, inflation, and risk diversification. How would you do?

By Jeff Benjamin
RETIREMENT PLANNING NOV 19, 2015
How to build an emergency fund fast

Forty-one percent of households don't have $2,000 in liquid savings, which would cover the median cost of the most expensive financial shock.

By Bloomberg