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RETIREMENT PLANNING MAR 10, 2016
Women face a heavier financial burden from student loans

Women with loans end up paying more for college than men because they take longer to repay their debt, which accumulates interest over time.

By Bloomberg
RETIREMENT PLANNING MAR 10, 2016
Medicare, reverse mortgages and the complexities of retirement planning

There is a critical nexus between financial advising, tax planning and health care planning that is more and more important in today's world.

By Katy Votava
Pace of rate hikes will be 'irregular' - El-Erian
FIXED INCOME MAR 10, 2016
Pace of rate hikes will be 'irregular' - El-Erian

The Fed will not follow its usual "hike at every meeting" process. Instead, the pace of the campaign will be irregular, and highly dependent on conditions, according to Mohamed El-Erian, the chief economic adviser at Allianz SE

By Mohamed A. El-Erian
NFL star Freeney can proceed with fraud claim against Merrill Lynch
WIREHOUSES MAR 10, 2016
NFL star Freeney can proceed with fraud claim against Merrill Lynch

NFL star claims Merrill Lynch was complicit in a scheme that caused him to lose $20 million.

By Bloomberg
RETIREMENT PLANNING MAR 10, 2016
What Saints owner Tom Benson's estate dispute could teach your family

The billionaire prevailed in a fight to continue to handle his own financial affairs. Find out how to protect your estate before a similar conflict erupts.

By by Danielle and Andy Mayoras
EQUITIES MAR 09, 2016
Warning sign from the dot-com bubble has returned

<i>Breakfast with Benjamin</i> The performance of tech sector IPOs might be starting to look similar to the dot-com bubble.

By Jeff Benjamin
With some juice back in the stock market, a Fed rate hike moves back to center stage
EQUITIES MAR 09, 2016
With some juice back in the stock market, a Fed rate hike moves back to center stage

<i>Breakfast with Benjamin</i> The mildly encouraging stock market rally means we're back to talking about the possibility of a Fed rate hike.

By Jeff Benjamin
How to beat the robo-advisers
FINTECH MAR 09, 2016
How to beat the robo-advisers

Utilize technology to make interactions with clients more efficient and on-demand.

By Sheryl Rowling
Reminding clients of their goals is a critical part of an adviser's job
PRACTICE MANAGEMENT MAR 09, 2016
Reminding clients of their goals is a critical part of an adviser's job

Without a clear why, it becomes difficult to help clients make the best financial decisions possible.

By crichards
Perez to lawmakers: I'll walk you through changes to DOL fiduciary rule
REGULATION AND LEGISLATION MAR 08, 2016
Perez to lawmakers: I'll walk you through changes to DOL fiduciary rule

Labor Secretary says its rule raising advice standards on retirement accounts is coming soon, and he will detail what was altered from the original proposal

By Mark Schoeff Jr.
Pimco may face lengthy fight in Bill Gross lawsuit after stormy exit
FIXED INCOME MAR 08, 2016
Pimco may face lengthy fight in Bill Gross lawsuit after stormy exit

Pacific Investment Management Co. may not win a quick end to Bill Gross's lawsuit claiming he's owed hundreds of millions of dollars after allegedly being forced out of the firm he co-founded 45 years ago.

By Bloomberg
The Fed is virtually the only thing supporting the stock market
EQUITIES MAR 08, 2016
The Fed is virtually the only thing supporting the stock market

<i>Breakfast with Benjamin</i> The Fed gets credit for 93% of the stock market's run since 2008, and it's not just a spurious correlation.

By Jeff Benjamin
SEC nominees to be vetted next week in Senate
REGULATION AND LEGISLATION MAR 08, 2016
SEC nominees to be vetted next week in Senate

Republican Hester Peirce and Democrat Lisa Fairfax would not likely shake up the status quo on the five-person panel.

By Mark Schoeff Jr.
Google searches for 'fiduciary duty' spike as pending DOL rule gets closer
PRACTICE MANAGEMENT MAR 08, 2016
Google searches for 'fiduciary duty' spike as pending DOL rule gets closer

Brokers and advisers are not the only ones looking for more information.

By Ellie Zhu
EQUITIES MAR 08, 2016
New IRA targets socially conscious millennial savers

<i>Breakfast with Benjamin</i> There's a new low-minimum IRA targeted to young investors who want their money invested in companies dedicated to sustainability.

By Jeff Benjamin
TD Ameritrade's Nally: Rivals cast RIA marketplace as 'Wild West'
RIAS MAR 08, 2016
TD Ameritrade's Nally: Rivals cast RIA marketplace as 'Wild West'

TD Ameritrade Institutional President Tom Nally is urging financial advisers to help restore the industry's reputation with investors amid heightened regulatory scrutiny of the wealth management industry.

By Christine Idzelis
PRACTICE MANAGEMENT MAR 07, 2016
Ways advisers can successfully target new Gen X clients

To reach this overlooked client pool, advisers must position themselves as trusted jacks-of-all-trades.

By Bob Ireland
3 essential personality traits for becoming a billionaire
RETIREMENT PLANNING MAR 07, 2016
3 essential personality traits for becoming a billionaire

New research conducted over two decades across the 14 largest billionaire markets in the world found stark differences between the billionaires &#8220;of old&#8221; and today.

By John Mathews
OPINION MAR 07, 2016
Billionaire wealth is not guaranteed forever

New research conducted over two decades across the 14 largest billionaire markets in the world found stark differences between the billionaires &#8220;of old&#8221; and today.

By John Mathews
Fidelity study says half of RIAs foresee negative business impact due to DOL fiduciary rule
RETIREMENT PLANNING MAR 07, 2016
Fidelity study says half of RIAs foresee negative business impact due to DOL fiduciary rule

Registered investment advisers are already held to a fiduciary standard by the SEC, but many envision higher costs and time spent on compliance-related tasks.

By Greg Iacurci