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EQUITIES DEC 03, 2014
Political bickering aside, the health care sector is a healthy investment

The sector is up 24% this year, leading all S&P subcategories.

By Jeff Benjamin
INDUSTRY NEWS DEC 03, 2014
Strong dollar to push stocks, bonds higher over next few years, say analysts

As the greenback rises to a 7-year high, market strategists see knock-on gains for other assets.

By Jeff Benjamin
RETIREMENT PLANNING DEC 03, 2014
Retirement plan contribution limits for tax year 2015 bring new opportunities

Higher limitations for contributions gives advisers a chance to remind clients to save.

By Richard Behrendt
REGULATION AND LEGISLATION DEC 03, 2014
Adviser who sold tax avoidance schemes sent to prison for tax evasion

California man acting as a financial adviser was sentenced to two years in prison for filing false tax returns.

By Liz Skinner
ETFS DEC 03, 2014
SEC set to approve novel Eaton Vance exchange-traded product

Less than a month after rejecting nontransparent ETFs, the SEC is ready to back a new and possibly cheaper way to trade funds.

By Trevor Hunnicutt
EQUITIES DEC 03, 2014
Americans feeling squeezed in saving for retirement

BlackRock poll show most find it hard to pay bills and put money aside for retirement; Social Security considered key source of income.

By Bianca Flowers
EQUITIES DEC 02, 2014
Fed sends rate signal and markets react

<i>Breakfast with Benjamin:</i> Janet Yellen and her Fed colleagues remove a key phrase in discussing rates and stocks rally, gold declines. Plus: Is it good news for savers? And an offbeat year-end list; Obama normalizes relations with Cuba.

By Jeff Benjamin
RETIREMENT PLANNING DEC 02, 2014
How children reap the benefits of Social Security

Children become eligible when a parent dies or becomes disabled. But there are three important ages to remember: 16, 18 and 22.

By Mary Beth Franklin
How children can reap the benefits of Social Security
RETIREMENT PLANNING DEC 02, 2014
How children can reap the benefits of Social Security

When a parent retires, becomes disabled or dies, children can collect benefits.

By Mary Beth Franklin
REGULATION AND LEGISLATION DEC 02, 2014
Senate expected to pass 'bare minimum' tax extender bill

House vote late Wednesday provides $42 million in temporary relieve to taxpayers but nothing for 2015.

By Bloomberg
EQUITIES DEC 02, 2014
Stock futures little changed after big jump as jobs data looms

After equities rose the most in a month, investors await key reports on jobs and the economy

By Bloomberg
REGULATION AND LEGISLATION DEC 02, 2014
Accountants, advisers cautious on strategies as tax breaks remain elusive

Sometimes the best planning approach is to do nothing in an uncertain environment.

By Darla Mercado
INDUSTRY NEWS DEC 02, 2014
Bull market to last through December: Top forecasters

Falling oil prices, accelerating U.S. economic growth may fuel further gains, but there are signs of overheating

By Bloomberg
ALTERNATIVES DEC 02, 2014
Finding some glitter among gold-mining stocks

Gold price disconnect signals a value play for select miners and ETFs

By Jeff Benjamin
FIXED INCOME DEC 02, 2014
Legg Mason says bond 'transition' to set billions in play

Legg Mason CEO Joseph Sullivan said a &#8220;transition&#8221; of assets is under way in the bond industry after the departure of Bill Gross from Pimco to Janus Capital prompted investors to set billions of dollars in motion..

By Bloomberg
PRACTICE MANAGEMENT DEC 02, 2014
Robo-advisers say they aren't worried about Schwab

Robo-advisers say they aren't worried about Schwab's new entrant but one market analyst isn't so sure the young industry can hold up against the giant household name.

By Liz Skinner
FINTECH DEC 02, 2014
Running an advisory practice in the age of the robo-adviser

Using online platforms to outsource compliance and back office responsibilities can help advisers focus their time.

By Charles Sizemore
INDUSTRY NEWS DEC 02, 2014
When it's OK to save in a child's name

By Troy Onink
REGULATION AND LEGISLATION DEC 02, 2014
Political battle over 'tax and spend' unfolds in ways that help, hurt advisers

House has the upper hand on the Senate over tax reform

By Mark Schoeff Jr.
RETIREMENT PLANNING DEC 01, 2014
The Russian collapse puts some 401(k)s in danger

Some emerging-markets funds are invested in oil-driven economy.

By Bloomberg