Advisor News

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Delayed retirement reduces health care costs
RETIREMENT PLANNING DEC 01, 2014
Delayed retirement reduces health care costs

Working beyond Medicare age can save thousands per year.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 30, 2014
How to help clients invest for college without sacrificing retirement

Striking a balance between saving for college and retirement is important, because emphasizing one over the other can ultimately jeopardize both.

By Michael Conrath
RETIREMENT PLANNING NOV 30, 2014
Why millennials need estate planning too

Four steps you should take in your 20s and 30s

By Darla Mercado
RETIREMENT PLANNING NOV 30, 2014
Self-directed IRAs hold risks for financial advisers

NASAA warning highlights need for advisers to know the ins and outs of these accounts.

By Darla Mercado
RETIREMENT PLANNING NOV 30, 2014
If client tests positive, the next step is yours

By MFXFeeder
RETIREMENT PLANNING NOV 30, 2014
How to avoid the unexpected capital gains tax

Even if you didn't sell shares, the manager's actions within your fund may trigger a check to Uncle Sam

By Todd Rosenbluth
OPINION NOV 30, 2014
Reaching out through LinkedIn

By Kristin Andree
FINTECH NOV 30, 2014
New LinkedIn tool could help advisers with marketing, compliance

An added function allows the exporting of first-degree connections, endorsements, comments made in groups and other LinkedIn content.

By Mark Schoeff Jr.
RETIREMENT PLANNING NOV 30, 2014
Why employee benefit brokers are teaming with 401(k) advisers

With a new health care reform employer mandate on the way, expanding expertise becomes imperative

By Darla Mercado
RETIREMENT PLANNING NOV 29, 2014
Why the IRS is toothless in the fight against supersized IRAs

On Thursday's <i>Breakfast with Benjamin</i> menu, the Government Accountability Office solves the riddle of the multimillion-dollar IRA. Plus: Oil stocks bounce on the Senate's Keystone 'no' vote, seniors can't wait for Social Security, and strippers pose a threat to the '1099 economy.'

By Jeff Benjamin
RETIREMENT PLANNING NOV 28, 2014
How one woman collects three types of Social Security benefits

Divorced and widowed, this client can rack up significant guaranteed retirement income by using this savvy strategy.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 28, 2014
Rollovers of 401(k)s into pension plans gets government agency backing

With move, the Pension Benefit Guaranty Corp. clears the way for annuitization of the funds.

By Darla Mercado
RETIREMENT PLANNING NOV 26, 2014
Financial planning issues wrapped into government spending bill?

As Congress prepares to vote on funding, the Labor Department's fiduciary duty rule and some pension benefits could be at risk in last-minute deal making.

By Darla Mercado
INDEPENDENT BROKER DEALERS NOV 26, 2014
Next Financial Holdings' D'Angelo resigns as CEO, chairman

One of the firm's six original principals, he will remain as a corporate director.

By Bruce Kelly
RETIREMENT PLANNING NOV 26, 2014
Government workers get first crack at phased retirement

Will federal program set an example for the private sector?

By Mary Beth Franklin
ALTERNATIVES NOV 26, 2014
Accounting fiasco highlights tangled web behind Nicholas Schorsch's empire

In the wake of accounting problems at American Realty Capital Properties Inc., the rest of Nicholas Schorsch's empire has drawn scrutiny for its complexity.

By Bruce Kelly
RETIREMENT PLANNING NOV 26, 2014
Early detection of Alzheimer's would allow for better financial planning

Soon, a blood test may let patients know they have Alzheimer's 10 years earlier than it can be diagnosed today. Advisers say that is a lot of extra years to allow clients to save and make important legal and health care decisions.

By Liz Skinner
WIREHOUSES NOV 26, 2014
Wells Fargo settles bonus squabble for $7.4M

Wirehouse settles class action claim the firm wrongly withheld incentive compensation from two former advisers who changed firms.

By Mason Braswell
REGULATION AND LEGISLATION NOV 26, 2014
Borzi taking a back seat on fiduciary

DOL conflicts-rule champion Phyllis Borzi steps back while secretary meets with industry

By Mark Schoeff Jr.
PRACTICE MANAGEMENT NOV 25, 2014
Mutual funds to face new rules from SEC on portfolio holdings

The agency's goal is to ensure funds are liquid enough to meet client redemptions.

By Bloomberg