Advisor News

Displaying 26834 results
RETIREMENT PLANNING JUL 25, 2013
Finally, an Rx? Medical inflation plummets

A new study from Harvard shows that medical inflation plummeted between 2009 - 2011. The reasons? A wicked-bad recession, and yes, ObamaCare,

By John Goff
FINTECH JUL 24, 2013
As RJ signs on with Hearsay, Actiance rolls out multi-level review features

Social media marketing, sales, archiving and compliance continue to be hot areas of tech development.

By Janowski Davis
REGULATION AND LEGISLATION JUL 24, 2013
SocSec spousal eligibility grows

By Mary Beth Franklin
REGULATION AND LEGISLATION JUL 24, 2013
Consumer advocate gives SEC's final Reg D proposal an 'F'

Roper says rule fails to protect retail investors from potential scams; 'no credibility left'

By Mark Schoeff Jr.
INDEPENDENT BROKER DEALERS JUL 24, 2013
So long, Morgan Keegan

Raymond James retires brand ahead of schedule

By AOSTERLAND
RETIREMENT PLANNING JUL 23, 2013
Decoding Social Security rules for spouses

By Andrew Leigh
REGULATION AND LEGISLATION JUL 23, 2013
Banned

Finra barred a broker over allegations that he stole $4.2 million from two clients, one of whom Finra says suffers from Alzheimer's disease.

By Andrew Leigh
OPINION JUL 23, 2013
White needs to tackle the tough stuff

By MFXFeeder
REGULATION AND LEGISLATION JUL 23, 2013
New SEC chief kicks agency into high gear

Advancing on money market reform with unanimous commission gets praise.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUL 23, 2013
Plan sponsors consider small-biz impact

By Darla Mercado
INDEPENDENT BROKER DEALERS JUL 23, 2013
Interest rate spike boosts fortunes of broker-dealers

Citi analyst upgrades Schwab to buy, boosts price targets for LPL, TD Ameritrade.

By Bruce Kelly
FINTECH JUL 23, 2013
Envestnet levering HiddenLevers onto its platform

One piece of a larger business intelligence initiative the firm is building out for advisers

By Janowski Davis
WIREHOUSES JUL 23, 2013
BofA chief Moynihan cracking the whip

CEO said to summon managers for revenue push, cross selling progress.

By Gregory Crawford
FINTECH JUL 23, 2013
Fascinating algorithms: Quantopian brings black-box trading to the masses

Quantopian, a new service for those that know how to do the math but lack the infrastructure and data

By Janowski Davis
FINTECH JUL 23, 2013
Rebalancing application meets economic analytics program

By Janowski Davis
FINTECH JUL 23, 2013
Veo users now can go macro easily

By Janowski Davis
RETIREMENT PLANNING JUL 22, 2013
Replacement rates fall as women's earnings rise

Mary Beth Franklin on how working women are raising household income but also dramatically skewing Social Security payouts.

By Mary Beth Franklin
FINTECH JUL 22, 2013
J.P. Morgan is latest to start trading paper for electrons

By Janowski Davis
RETIREMENT PLANNING JUL 22, 2013
CBO report on tax incentives could incentivize tax reform foes

Wealthy get biggest bang from retirement savings deal, lower investment taxes.

By Mark Schoeff Jr.
FINTECH JUL 22, 2013
iPad tool provides stock research

Chaikin Analytics for iPad, an easy-to-use equities research tool for advisers

By Janowski Davis