Advisor News

Displaying 28311 results
FINTECH OCT 03, 2013
Giving advisers a stage to show off

eMoney Advisor's latest platform update gets a test run.

By Janowski Davis
NaviPlan financial planning desktop products to be discontinued
FINTECH OCT 02, 2013
NaviPlan financial planning desktop products to be discontinued

'Product sunset notification' catches at least one user off guard.

By Joyce Hanson
FINTECH OCT 02, 2013
Long live Your Silver Bullet

Software developers and integration — the beat goes on with some success.

By amurguia
RETIREMENT PLANNING OCT 02, 2013
Found: lost Social Security funds

How one woman stumbled on retroactive benefits she didn't know she was owed

By Mary Beth Franklin
RETIREMENT PLANNING OCT 02, 2013
Social Security: Making up for lost time

By Mary Beth Franklin
FINTECH OCT 02, 2013
The death of the out-of-office auto-response

Do clients really believe you're “out-of-office” anymore or that you'll have “occasional access” to email?

By amurguia
RETIREMENT PLANNING OCT 02, 2013
Resist the urge to grab Social Security benefits early

Don't fear, retirement benefits won't disappear in the future.

By Mary Beth Franklin
EQUITIES OCT 02, 2013
Fed tapering decision could knock shares of LPL, RJ

Analyst says rally based on rising interest rates, a likelihood pushed into future.

By Bruce Kelly
REGULATION, LEGAL & COMPLIANCE OCT 02, 2013
Citigroup Global — formerly Smith Barney — hit with $3.1M arbitration award

Citigroup Global gets hit with a $3.1 million arbitration award after investors claimed a former Smith Barney broker steered them to a real estate development that folded. Bruce Kelly reports.

By Bruce Kelly
RETIREMENT PLANNING OCT 02, 2013
Brash REIT boss hires his opposite

Hard-charging Schorsch hires white-shoe Roth to run broker-dealer.

By Bruce Kelly
RETIREMENT PLANNING OCT 02, 2013
Putnam's Reynolds repeats call for automatic workplace retirement savings

CEO faces headwinds in Washington after pitched battles over Obamacare.

By Mark Schoeff Jr.
ALTERNATIVES OCT 02, 2013
Advisor Group cuts ties with popular REIT sponsor

Advisor Group ends its selling agreement with nontraded REIT sponsor Cole Holdings, citing a $127M self-payment as a major factor.

By Bruce Kelly
REGULATION, LEGAL & COMPLIANCE OCT 01, 2013
Leftover funding will keep SEC at 100% if government closes

Leftover funding from the fiscal year that just ended will keep the SEC running at 100% for a few weeks despite the government shutdown.

By Mark Schoeff Jr.
RETIREMENT PLANNING OCT 01, 2013
Gundlach to oversee $450M in annuities push

The manager of the top-performing DoubleLine Total Return Bond Fund, is expanding to variable annuities by subadvising a fund modeled after his flagship for Prudential Plc's Jackson National Life Insurance.

By Matt Ackermann
RETIREMENT PLANNING OCT 01, 2013
Are 401(k) options more confusing than health insurance benefits?

Schwab says participants are clearly puzzled about choosing the right investment mix.

By DJAMIESON
RETIREMENT PLANNING OCT 01, 2013
Tough lessons for advisers from Hutcheson 401(k) case

From ERISA's teeth to who handles fiduciary duties, plenty to take away from saga.

By Darla Mercado
RETIREMENT PLANNING OCT 01, 2013
Retirement attorneys say Yale prof's 401(k) charges hot air

A trio of retirement attorneys has picked apart Yale Law professor Ian Ayers' letters to 401(k) plan sponsors and has debunked his claims of too high fees and limited menu options. <i>Plus: <a href=&quot;http://www.investmentnews.com/article/20130718/FREE/130719905&quot;>What the letters say</a> </i>

By Darla Mercado
RETIREMENT PLANNING SEP 30, 2013
Magic retirement number is 66, but Medicare a key factor

New study finds employee and retiree health care coverage impacts length of working life

By Darla Mercado
RETIREMENT PLANNING SEP 29, 2013
Penn Mutual lays off team of wholesalers and relationship managers

Firm doesn't want 'too much' in variable annuity sales.

By Darla Mercado
OPINION SEP 29, 2013
Considering money market reforms

By MFXFeeder