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Advisers drop the ball, don't prepare for 'Mobilegeddon'
FINTECH MAY 15, 2015
Advisers drop the ball, don't prepare for 'Mobilegeddon'

Google is switching its algorithm to favor mobile-friendly websites for mobile searches, and that's going to leave many advisers hidden far down in search results.

By Alessandra Malito
INDUSTRY NEWS MAY 15, 2015
Raymond James, Ameriprise deliver higher profits, helped by adviser growth, wealth management

Raymond James and Ameriprise reported double-digit profit gains, with Raymond James posting record quarterly net income. Here's how they did it.

By Trevor Hunnicutt
FINTECH MAY 14, 2015
Backing up data in the cloud essential to advisers' disaster-recovery planning

Web-based programs are designed to ensure data security and remote access when emergencies happen.

By Alessandra Malito
RIAS MAY 14, 2015
United Capital picks up StanCorp group with $574 million

After acquiring several investment advisers over the past decade, Stancorp decided to sell its private client group.

By Mason Braswell
Schwab sweetens 529 plans, cutting fees for active and passive portfolios
INDUSTRY NEWS MAY 14, 2015
Schwab sweetens 529 plans, cutting fees for active and passive portfolios

The firm cuts prices for some active and passive college savings plans by 20% to 45%.

By Srividya Kalyanaraman
Top GOP senators pressure DOL on fiduciary-duty timetable
REGULATION AND LEGISLATION MAY 14, 2015
Top GOP senators pressure DOL on fiduciary-duty timetable

GOP senators, including those with oversight of the agency, are among three dozen co-signers of a letter to Labor Secretary Thomas Perez seeking more time to comment.

By Mark Schoeff Jr.
INDUSTRY NEWS MAY 14, 2015
Research finds women board members raise valuations

Money managers are beginning to push for more women, and investors could profit from investing in corporations with women on boards.

By Crain's Wealth staff
Prepare your practice for the post-robo world
FINTECH MAY 14, 2015
Prepare your practice for the post-robo world

As robo-based services become more acceptable to clients of all ages, advisers will have to work differently.

By Joni Youngwirth
Medicare becoming a bigger piece of retirement planning for advisers
RETIREMENT PLANNING MAY 14, 2015
Medicare becoming a bigger piece of retirement planning for advisers

With regulatory and marketplace changes, more clients nedd help navigating Medicare maze.

By Darla Mercado
PRACTICE MANAGEMENT MAY 14, 2015
CFP Board cracks down on compensation disclosure, revokes a license

Two others advisers are admonished

By Mark Schoeff Jr.
Tony Robbins' 4 pieces of advice for financial advisers
PRACTICE MANAGEMENT MAY 14, 2015
Tony Robbins' 4 pieces of advice for financial advisers

What the famous author and speaker would tell a room full of advisers, plus more insight on his RIA push.

By Steve Sanduski
Dynasty picks up ex-Merrill complex director
INDUSTRY NEWS MAY 14, 2015
Dynasty picks up ex-Merrill complex director

Paul Landaiche will help advisers in Dynasty's network make acquisitions.

By Mason Braswell
RIAS MAY 14, 2015
Steward Partners picks up Dynasty affiliate

Newcomer hires $120 million team in a rare move between roll up and service provider

By Mason Braswell
RETIREMENT PLANNING MAY 13, 2015
How will Medicare travel with you this summer?

Prepare for that <i>bon voyage</i> by finding out how you can use Medicare while traveling.

By Katy Votava
RETIREMENT PLANNING MAY 13, 2015
How will Medicare coverage travel with clients this summer?

Help your clients prepare for that bon voyage by letting them know how they can travel and use Medicare.

By Katy Votava
Can you identify which mutual funds you own?
INDUSTRY NEWS MAY 13, 2015
Can you identify which mutual funds you own?

And does it matter? Report shows how mutual funds have been commoditized, but a few firms, including Vanguard and Fidelity, still stand out.

By Jeff Benjamin
MUTUAL FUNDS MAY 13, 2015
Mutual fund companies blend into unwashed mass for consumers

In 'grave strategic error,' mutual fund managers have allowed their products to be commoditized, a new report finds, but not all firms are suffering. <i>(Don't miss: <a href="//www.investmentnews.com/gallery/20150401/FREE/401009999/PH&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">The first quarter's best and worst mutual fund groups</a>)</i>

By Jeff Benjamin
Nationwide to pay $8M to settle with SEC over variable annuity mail snafu
LIFE INSURANCE AND ANNUITIES MAY 13, 2015
Nationwide to pay $8M to settle with SEC over variable annuity mail snafu

Insurer charged after agency found it deliberately delayed receipt of variable annuities and life insurance orders, resulting in a failure to price them in a timely manner.

By Darla Mercado
An inside look at DOL chief Thomas Perez making the case for the fiduciary rule
PRACTICE MANAGEMENT MAY 13, 2015
An inside look at DOL chief Thomas Perez making the case for the fiduciary rule

First-hand account of the Labor secretary's appearance at a 26-person round table to discuss fiduciary

By Matt DiGennaro
B.B. King's family fight sheds light on power of attorney's role
RETIREMENT PLANNING MAY 13, 2015
B.B. King's family fight sheds light on power of attorney's role

Fame, money and a big family may make an estate fight nearly inevitable. But a strong legal framework can help a court case move more quickly than it otherwise would.

By Andy and Danielle Mayoras, Guest Columnists