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EQUITIES JAN 20, 2015
U.S.: The global economic bright spot

As recovery reaches another phase, stocks remain poised to benefit from improving growth trends.

By Christopher Blake
ALTERNATIVES JAN 20, 2015
Fidelity's clearing arm restores processing some Schorsch-related nontraded REITs

Decision affects American Realty Capital brand, but not Cole

By Bruce Kelly
In Obama's State of the Union, advisers see a 'provocative' call to tax wealthy
RIAS JAN 19, 2015
In Obama's State of the Union, advisers see a 'provocative' call to tax wealthy

When the president delivers his State of the Union address tonight, he will make proposals that could change the basic assumptions advisers rely on for wealthy clients. <i>(See also: <a href=&quot;http://www.investmentnews.com/gallery/20141231/FREE/123109998/PH&quot; target=&quot;_blank&quot;>13 crucial state tax changes</a>.)</i>

By Trevor Hunnicutt
Treasury, Health and Human Services move to ease tax filing burden from Obamacare
LIFE INSURANCE AND ANNUITIES JAN 19, 2015
Treasury, Health and Human Services move to ease tax filing burden from Obamacare

Accountants still see cause for worry with additional costs and paperwork tied to the Affordable Care Act.

By Darla Mercado
RETIREMENT PLANNING JAN 18, 2015
Medicare's long, strange trip

Gift of the MAGI: Focus on non-reportable income and cash flow to keep your Medicare costs low.

By Katy Votava
FIXED INCOME JAN 18, 2015
Don't count high yield out just yet

Reward in the offing for investors who stick to their guns, keep an eye on liquidity, remain vigilant on credit quality.

By Gershon Distenfeld
RETIREMENT PLANNING JAN 18, 2015
Medicare's long, strange trip

From barely registering to an integral component

By Katy Votava
Another key executive departs LPL
BROKER DEALERS JAN 18, 2015
Another key executive departs LPL

Brain drain at nation's largest IBD continues as top East Coast recruiter plans to take a new position at an insurance company-owned broker-dealer.

By Bruce Kelly
EQUITIES JAN 18, 2015
Monitoring investments doesn't end

Supreme Court is reviewing a decision on the responsibility of plans to continually watch costs

By Blaine F. Aikin
RETIREMENT PLANNING JAN 18, 2015
Persuading clients to defer enough salary

Key is to be realistic when trying to get clients to save more for retirement.

By MFXFeeder
OPINION JAN 18, 2015
MetLife's challenge a plus, win or lose

By MFXFeeder
BROKER DEALERS JAN 18, 2015
It's about more than payouts

Some broker-dealers have resources that help advisers create a bigger pie, not just boost their slice

By Jodie Papike
How currency hedging saved portfolios in 2014
EQUITIES JAN 18, 2015
How currency hedging saved portfolios in 2014

Financial advisers who found ways to mute the effect of the surging U.S. dollar on clients' foreign investments weathered the last year well. Those who didn't suffered.

By Trevor Hunnicutt
BlackRock fund removed from UBS 'select' list
WIREHOUSES JAN 18, 2015
BlackRock fund removed from UBS 'select' list

Large wirehouse voices concerns over fund performance, management.

By Trevor Hunnicutt
U.S. economy reclaims post as global growth engine
RIAS JAN 18, 2015
U.S. economy reclaims post as global growth engine

On Monday's <i>Breakfast with Benjamin</i>, the U.S. economy reclaims the post of global growth engine, though the Federal Reserve remains all quiet on the rate hike front. Plus: How to invest when a rosy jobs report hurts stocks, Goldman picks a list of losers, and millennials go home for financial advice.

By Jeff Benjamin
For the growing number of gun collectors, a trust might hit the bulls-eye
RETIREMENT PLANNING JAN 16, 2015
For the growing number of gun collectors, a trust might hit the bulls-eye

Additional estate planning can help keep your weapons in good hands.

By Darla Mercado
Bull's-eye: How gun trusts can hit the mark with clients' estate planning
RETIREMENT PLANNING JAN 16, 2015
Bull's-eye: How gun trusts can hit the mark with clients' estate planning

Individuals with firearms collections will likely need an additional layer of planning.

By Darla Mercado
U.S. retail foreign-exchange brokers cracking under Swiss shock
EMERGING MARKETS JAN 16, 2015
U.S. retail foreign-exchange brokers cracking under Swiss shock

Losses mount from the Swiss currency shock as the largest U.S. retail foreign-exchange brokerage said client debts threatened its compliance with capital rules.

By Bloomberg
Europe and Asia may be a mess, but long-term investors can find opportunities there
EQUITIES JAN 16, 2015
Europe and Asia may be a mess, but long-term investors can find opportunities there

Valuations and fundamentals make the case for a contrarian international move

By Jeff Benjamin
Fed confidence in the U.S. economy starts to wane
EQUITIES JAN 16, 2015
Fed confidence in the U.S. economy starts to wane

In Thursday's <i>Breakfast with Benjamin</i>, oil prices and consumer spending add a hint of concern about the economy to the Federal Reserve's outlook. Plus: Fido app adds new twist to stock picking, retired Franklin Resources billionaire tangles history, and BlackRock added as many ETFs as it shut down last year.

By Jeff Benjamin