'The devil you know versus the devil you don't know'
Estimated benefits assume continued earnings through full retirement age.
The new CEO confronts a series of daunting questions as he settles into his new role at the embattled broker-dealer. Read more about the <a href="//www.investmentnews.com/article/20160901/FREE/160909997/cetera-names-robert-moore-ceo-replacing-larry-roth"" target=""_blank"" rel="noopener noreferrer">management turnover at Cetera</a>.
An antiquated, overly complex Part B enrollment process contributes to costly enrollment mistakes among many people new to Medicare.
A 13-year veteran of LPL, Jeffrey Buchheister was most recently executive vice president and chief accounting officer.
People inside and outside the company say word of the new chairman has already given a lift to morale of advisers.
Plus: The case for active management, hedge fund ETFs, and debunking some money myths
But it's tough to know if the ETFs' investing rules produce superior returns.
They made up 26% of buyers in first half of 2016, up from 11% in the first half of 2015
MAXIMAI will focus on ultra-high-net-worth clients internationally.
The insurer, which is moving to a "self-directed call center" approach for certain investment products, is among the few companies which has publicized plans for compliance with the DOL rule.
Brokerage firms tend to win disputes over promissory notes.
CEO Ron Kruszewski had indicated in November that the B-D's lower margins were dragging down the wealth management group.
CEO Ronald Kruszewski says brokerage “took advantage of the decline in equity markets.”
A surprising six in 10 Americans say, regardless of who wins, the election is going to hurt the economy.
A surprising six in 10 Americans say, regardless of who wins, the election is going to hurt.
While some agree with the firm's logic underpinning the product, they question whether the product can overcome some of the traditional hurdles of managed accounts.
The Labor Department, however, offered a rebuke to the recommendations, saying they would erode consumer protections.
Coordinated exams in 20 states reveal need to improve policies, procedures to protect seniors.
