Advisor News

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RETIREMENT PLANNING AUG 21, 2014
Everyone's talking about postponing Social Security benefits

By Mary Beth Franklin
RETIREMENT PLANNING AUG 21, 2014
What grabbed InvestmentNews readers this week

A big arbitration award, a story about recruiting bonuses and how Vanguard grabbed Pimco's bond crown were among the most read stories this week on InvestmentNews.com. Plus: Lessons from Robin Williams' estate and another investment team loss at LPL.

By lkonish
RETIREMENT PLANNING AUG 21, 2014
DOL eyes brokerage windows in 401(k) plans

The agency's request for more information on the choices and disclosures available to participants could set the stage for new rule making.

By Darla Mercado
FINTECH AUG 21, 2014
How to use the cloud securely (because it's not going away)

Like anything you do for your business, don't do it just to keep pace. Make it a determined decision that will either save you time, money or both.

By Blane Warrene
RETIREMENT PLANNING AUG 21, 2014
Minimum Social Security benefit protects survivors

Widow's benefit could be larger than deceased spouse's reduced amount.

By Mary Beth Franklin
RETIREMENT PLANNING AUG 21, 2014
Wife's unexpected death draws Social Security questions

Widower wonders whether he should change claiming plans.

By Mary Beth Franklin
RETIREMENT PLANNING AUG 21, 2014
How higher Medicare premiums affect Social Security benefits

One woman finds out the real reason why her Social Security check declined.

By Mary Beth Franklin
WIREHOUSES AUG 21, 2014
Advisers with combined $300M AUM join Wells Fargo

Previously worked for Morgan Stanley, all for more than 20 years.

By Bloomberg
RIA NEWS AUG 21, 2014
Traditional advisory firm hammers out deal with robo-adviser

Redhawk Wealth Advisors and Jemstep co-brand an online investment platform to help clients with investments.

By Joyce Hanson
FINTECH AUG 21, 2014
6 lessons traditional advisers can learn from robos

By Megan Graf
Baird snatches Wells Fargo adviser with $350M in AUM
INDEPENDENT BROKER DEALERS AUG 21, 2014
Baird snatches Wells Fargo adviser with $350M in AUM

Gary Foose Jr. will join the firm's Houston office.

By Minda Smiley
Will Junxure Cloud's release prove worth the wait?
FINTECH AUG 21, 2014
Will Junxure Cloud's release prove worth the wait?

By Bill Winterberg
Wells Fargo hires UBS team in Texas
PRACTICE MANAGEMENT AUG 21, 2014
Wells Fargo hires UBS team in Texas

Previously managed more than $300 million in assets.

By Minda Smiley
RETIREMENT PLANNING AUG 20, 2014
Fidelity quietly settles employee lawsuits

At issue was accusations the fund giant engaged in self-dealing in 401(k) plan.

By Darla Mercado
RETIREMENT PLANNING AUG 20, 2014
GAO report calls for more disclosure of managed accounts in 401(k)s

The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.

By Darla Mercado
FINTECH AUG 20, 2014
The reasons why human and robo-advisers will soon converge

By Steve Sanduski
INDEPENDENT BROKER DEALERS AUG 20, 2014
LPL acquiring retirement plan broker-dealer

LPL gets back in the broker-dealer M&A hunt, adding to their retirement arm via Financial Telesis' 470 reps and RIA.

By Bruce Kelly
RETIREMENT PLANNING AUG 19, 2014
Great-West names leaders for new retirement organization

The firm's rebranding efforts follow combinations with J.P. Morgan Retirement Plan Services' record-keeping business and Putnam Investments' retirement unit.

By Darla Mercado
FINTECH AUG 19, 2014
External IT puts Junxure on its virtual desktops

Partnership aims at getting business from advisers who want to integrate their systems.

By Liz Skinner
EQUITIES AUG 19, 2014
Investors jump on the low-volatility bandwagon

For <i>Breakfast with Benjamin:</i> Investors jump on the low-volatility bandwagon. Plus: A market fueled by bad news; B of A's big mortgage settlement' Countrywide exec finally heads to court; and how companies miss the mark with stock options.

By Jeff Benjamin