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Revamp and refresh your online presence
OPINION AUG 14, 2015
Revamp and refresh your online presence

As summer comes to an end, take some time to revisit web strategies and see if they need an upgrade.

By Kristin Andree
Lessons advisers can learn from robo-advisers
FINTECH AUG 14, 2015
Lessons advisers can learn from robo-advisers

Even the most client-friendly advisers need to adapt to what robo-advisers can provide.

By Charles Goldman
Bill Gross: Fed on track for September rate hike
INDUSTRY NEWS AUG 14, 2015
Bill Gross: Fed on track for September rate hike

Janus star manager says central bank increasingly realizes that loose monetary policy isn't helping the global economy.

By Bloomberg
RETIREMENT PLANNING AUG 14, 2015
Could private equity become your next retirement investment?

Investors with a net worth lower than $1 million, or those earning less than $200,000 a year, should be able to put some of their retirement savings in private equity vehicles, argues Carlyle Group's David Rubenstein.

By Bloomberg
As gold comes under attack, advisers show their mettle
INDUSTRY NEWS AUG 14, 2015
As gold comes under attack, advisers show their mettle

Permanent allocations to the precious metal come under fire again as market slides, but advisers who believe in the asset are ready to double down.

By Trevor Hunnicutt
INDUSTRY NEWS AUG 14, 2015
Even gold bugs shaken by interest-rate fears as commodity rout approaches 13-year low

Skittish investors are retreating from commodities, including precious metals.

By Bloomberg
ALTERNATIVES AUG 14, 2015
Forget gold, oil could be on its way back to $100

<i>Breakfast with Benjamin:</i> The oil guru who predicted last year's rout said $100-a-barrel crude is likely to return within five years as faltering supply fails to meet demand.

By Jeff Benjamin
Gold shunned on interest-rate fears as commodity rout approaches 13-year low
INDUSTRY NEWS AUG 14, 2015
Gold shunned on interest-rate fears as commodity rout approaches 13-year low

Skittish investors are retreating from commodities, including precious metals.

By Bloomberg
EQUITIES AUG 14, 2015
Time to rethink gold?

<i>Breakfast with Benjamin:</i> Contrarians, listen up. Janet Yellen's optimism about the U.S. economy is making gold speculators the least bullish on record.

By Jeff Benjamin
Bill Gross on co-founding Pimco: 'I just wanted to run money and be famous'
FIXED INCOME AUG 14, 2015
Bill Gross on co-founding Pimco: 'I just wanted to run money and be famous'

At Pimco, Bill Gross built a reputation as the world's best bond trader. Now, at Janus Capital, he's managing a much smaller fund &amp;mdash; all while being measured against his younger self.

By Bloomberg
Charles Schwab's client portals suffer system-wide outage
FINTECH AUG 13, 2015
Charles Schwab's client portals suffer system-wide outage

Brokerage claims that technical issues that caused a system-wide outage were not caused by volume or external factors, and the problem was fixed in time for market open.

By Alessandra Malito
Labor Department's fiduciary rule too complicated to put into practice: FSI
PRACTICE MANAGEMENT AUG 13, 2015
Labor Department's fiduciary rule too complicated to put into practice: FSI

Commission-based model is crucial for the financial well-being of investors of moderate means.

By Dale Brown
How you can shield yourself from data theft
INDUSTRY NEWS AUG 13, 2015
How you can shield yourself from data theft

Eva Velasquez, chief executive of the nonprofit Identity Theft Resource Center, gives tips you can implement today.

By Liz Skinner
The S&P 500 Index is giving investors plenty of international exposure
EQUITIES AUG 13, 2015
The S&P 500 Index is giving investors plenty of international exposure

<i>Breakfast with Benjamin:</i> Companies in the S&amp;P 500 are generating less and less of their income in the U.S., which means investors might have more exposure to international markets than they think.

By Jeff Benjamin
RETIREMENT PLANNING AUG 13, 2015
Oil needs to keep falling to find its supply balance

<i>Breakfast with Benjamin:</i> An expected drop in crude prices to $30 to $40 a barrel this fall might not be enough to balance global oil markets.

By Jeff Benjamin
Unwinding the Fed's giant bond portfolio might not hurt much
EQUITIES AUG 13, 2015
Unwinding the Fed's giant bond portfolio might not hurt much

<i>Breakfast with Benjamin:</i> For bond investors worried about what might happen when the Fed starts whittling down its $2.46 trillion of Treasuries, there's good news.

By Jeff Benjamin
Double whammy: Potential lack of COLA could mean higher Medicare premiums
OPINION AUG 13, 2015
Double whammy: Potential lack of COLA could mean higher Medicare premiums

If there's no Social Security cost-of-living adjustment, advisers will need to plan for significantly higher health costs for some clients.

By Peter Stahl
RETIREMENT PLANNING AUG 13, 2015
The biggest obstacle for states looking to launch auto-IRAs

Would ERISA preempt states' IRA efforts, given federal responsibility for ERISA-regulated employee benefit plans?

By Blaine F. Aikin
Frat brothers linked to J.P. Morgan hack
FINTECH AUG 13, 2015
Frat brothers linked to J.P. Morgan hack

Federal prosecutors say the 31-year-olds used their skills unlawfully, one is accused of running a Bitcoin exchange that laundered money for hackers, the other is accused of a pump-and-dump scam.

By Bloomberg
Edward Jones: Stick to the classic bond flavors when rates rise
ALTERNATIVES AUG 13, 2015
Edward Jones: Stick to the classic bond flavors when rates rise

While alts have risen in popularity as a way to hedge Fed action, their usefulness is overstated, says strategist

By Trevor Hunnicutt