Paying for health care has rarely been considered a major threat to retirement budgets, but with health care inflation driving costs higher, increased longevity and Medicare means-testing imposed on higher-income retirees, that's changing fast.
Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.
Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.
Possible speaker of the House of Representatives understands issues important to advisers better than most lawmakers.
Forget China and the Fed. Washington becomes the focus with Sept. 30 deadline for funding looming.
A September hearing and possible riders attached to a spending bill could thwart DOL's efforts.
<i>Breakfast with Benjamin</i>: Investment manager Joseph Zada could face 20 years in prison after being convicted for bilking ex-Detroit Red Wings star Sergei Fedorov (pictured) out of $43 million.
The smart management of outstanding mortgage payments is critical, even for high-net-worth homeowners.
Recent volatility has been a cold reminder of why stocks are generally considered long-term investments.
<i>Breakfast with Benjamin</i>: The stock market is clearly shaky, but trying to time it is a fool's game.
As robos become more commonplace, sophisticated tech can set advisers apart.
Sudden volatility could create short-term buying opportunity for investors with a long-term outlook.
Even if <a href="//www.investmentnews.com/article/20150426/REG/150429941/independent-broker-dealer-recruiting-hits-a-wall"" target=""_blank"" rel="noopener noreferrer">recruiting at independent broker-dealers has hit a wall</a>, the industry still features a number of firms with expanding numbers of registered reps.
Finra arbitration panel ruled in favor of three investors who claimed their accounts were over-concentrated in the bonds.
Investor claims pile up as the territory sinks in the downward spiral of a government debt crisis.
In the face of a spike in market volatility, the two firms are doubling down on surprisingly bullish predictions that the S&P 500 will close out the year notably higher than where it started.
<i>Breakfast with Benjamin</i>: CalSTRS, the country's second-largest pension fund, considers moving $20 billion out of traditional investments and into alternatives.
Crowdfunding for commercial real estate will more than double to $2.57 billion this year.
Funds that won money from Pimco lag Bill Gross' replacements this year, but advisers say it will take more than a few months of outperformance to win back their business.
With the stock market's correction no longer a matter of if, some market watchers and financial advisers have taken to preaching a sense of calm as investors hunker down for a heretofore rare bout of volatility, not a bear market.
