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INDUSTRY NEWS MAY 16, 2016
BlackRock faces backlash for supporting 'fat cat CEOs'

<i>Breakfast with Benjamin</i>: The world's largest money manager in the hot seat for being &#8220;soft&#8221; on high pay for corporate executives.

By Jeff Benjamin
EQUITIES MAY 16, 2016
Why the inventor of 401(k)s came to view them as 'monsters'

<i>Breakfast with Benjamin</i> Why the father of the 401(k) came to think the plans were better at helping the financial industry than retirement savers.

By Jeff Benjamin
Nebraska regulators off hook for targeting adviser with anti-Obama sentiments
PRACTICE MANAGEMENT MAY 16, 2016
Nebraska regulators off hook for targeting adviser with anti-Obama sentiments

But state agency says it is adjusting to court's admonishment on adviser's free speech rights.

By Mark Schoeff Jr.
EQUITIES MAY 16, 2016
George Soros bets against the S&P

<i>Breakfast with Benjamin</i> The billionaire hedge funder is shorting stocks and buying gold.

By Jeff Benjamin
Pimco's Mark Kiesel: Time to buy more bonds as U.S. in good shape
INDUSTRY NEWS MAY 16, 2016
Pimco's Mark Kiesel: Time to buy more bonds as U.S. in good shape

Bonds of consumer-oriented companies offer &#8220;significant value,&quot; he says

By Bloomberg
FIXED INCOME MAY 16, 2016
Don't rule out a June rate hike by the Federal Reserve

Plus: Deciding between ETFs and mutual funds, why borrowing from a 401(k) is a bad idea, and how to tell if you're traveling next to an economist

By Jeff Benjamin
ETFS MAY 16, 2016
Oppenheimer's shuttered fund spotlights challenges for commodity strategies

Investors and money managers caught off guard by commodity markets.

By Jeff Benjamin
Putnam Voyager mutual fund takes its last journey
MUTUAL FUNDS MAY 16, 2016
Putnam Voyager mutual fund takes its last journey

The $3.2 billion fund, launched in 1969, will be merged into smaller large-cap growth fund.

By John Waggoner
Advisers need to adapt to DOL fiduciary rule or risk getting left behind
FINTECH MAY 16, 2016
Advisers need to adapt to DOL fiduciary rule or risk getting left behind

The retirement-services space has reached the point of creative destruction, where innovation eliminates old businesses and creates new ones.

By Bob Ward
Advisers need to talk clients off the ledge when it comes to impractical investments
PRACTICE MANAGEMENT MAY 16, 2016
Advisers need to talk clients off the ledge when it comes to impractical investments

Have conversations with clients about how investment decisions should be based on data and evidence.

By Carl Richards
Elder financial abuse grows more prevalent in annuity, life insurance products
RETIREMENT PLANNING MAY 16, 2016
Elder financial abuse grows more prevalent in annuity, life insurance products

Insurance products represent a huge pot of money for fraudsters as baby boomers retire at a rapid clip

By Greg Iacurci
The health care tab for a retired couple will be $567,903 — and that's if you're healthy: study
RETIREMENT PLANNING MAY 15, 2016
The health care tab for a retired couple will be $567,903 — and that's if you're healthy: study

The average, healthy 65-year-old couple who wants to retire probably has larger health care costs than you think.

By Bloomberg
RETIREMENT PLANNING MAY 15, 2016
Steering clear of estate food fights

When Father Time catches up to clients, it's hard to tell the exact moment when one may be most vulnerable to abuse.

By MFXFeeder
FIXED INCOME MAY 15, 2016
Survey of 50 states shows 'stable' finances, for most

By John Waggoner
PRACTICE MANAGEMENT MAY 15, 2016
Women, money and investing

By Ellie Zhu
EQUITIES MAY 13, 2016
DOL fiduciary rule trips up robo efforts at BlackRock, Schwab

Plus: Measuring Jim Cramer's performance, personal finance myths, and Social Security misconceptions

By Jeff Benjamin
KeyCorp names Joe Calabrese investments head as wealth unit expands
INDUSTRY NEWS MAY 13, 2016
KeyCorp names Joe Calabrese investments head as wealth unit expands

By Bloomberg
Take 5: Allianz's El-Erian says Hillary Clinton has best economic plan
EQUITIES MAY 13, 2016
Take 5: Allianz's El-Erian says Hillary Clinton has best economic plan

Five candid responses on the Fed, the economy, and how to invest $1 million

By Jeff Benjamin
EQUITIES MAY 13, 2016
What's driving the decade of outflows from actively managed mutual funds

Much of the movement away has been led by advisers looking for cheaper and easier ways to build client portfolios.

By Jeff Benjamin
BROKER DEALERS MAY 13, 2016
The LPL stock buyback that launched a lawsuit

Chairman and CEO Mark Casady downplays the timing and execution of 4.3 million share buyback

By Bruce Kelly