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RETIREMENT PLANNING SEP 07, 2014
Financing your child's college education could imperil your retirement

A rising number of households is bearing debt for the younger generation

By Darla Mercado
ALTERNATIVES SEP 07, 2014
Foot-dragging on rules harms investors

Regulators are notorious for dragging their feet, and investors suffer when new rules take too long to be finalized.

By MFXFeeder
OPINION SEP 07, 2014
How to track your social media

By Kristin Andree
RETIREMENT PLANNING SEP 07, 2014
Long-term care carriers

Provider data covering new and in-force policies and premiums

By mlanche
OPINION SEP 07, 2014
Be part of the conversation

By MFXFeeder
LIFE INSURANCE AND ANNUITIES SEP 07, 2014
Life insurance companies ranked by direct premiums

2013 rankings of insurance companies based on direct premiums

By Andrew Leigh
RIAS SEP 05, 2014
Looking for middle ground in a fiduciary solution

Problems with one standard for brokers and advisers are voiced at a fiduciary summit.

By Liz Skinner
PRACTICE MANAGEMENT SEP 05, 2014
SEC assessment of mutual fund risk could lead to more disclosure

Questions abound in early stages of potential rulemaking to boost oversight.

By Mark Schoeff Jr.
EQUITIES SEP 05, 2014
Where are the flows?

<i>Breakfast with Benjamin:</i> The stock market rally has not led to equity fund flows. What gives? Plus: Apple's big week; Hertz CEO resigns and the stock rallies; GE sells its appliance unit and the impact of Scotland's independence push.

By Jeff Benjamin
ALTERNATIVES SEP 05, 2014
Bond gurus say the rally is over

In today's <i>Breakfast with Benjamin</i>, bond experts weigh in on the state of the bond rally, hackers find nothing to steal from Obamacare site, the Fed goes after Libor and another reminder to diversify into alternatives.

By Jeff Benjamin
FINTECH SEP 05, 2014
Salesforce acquisition of RelateIQ a CRM game-changer

Startup captures data to provide insights into customer habits.

By Joyce Hanson
RETIREMENT PLANNING SEP 04, 2014
Social Security tool steps out with new version

Popular software program's improvements include the ability to compare up to four claiming strategies side-by-side.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 04, 2014
Two foolproof tricks for financial procrastinators

Every time a decision or action is postponed, the chance that it will be completely forgotten increases. Here's how to short-circuit forgetfulness.

By Bloomberg
REGULATION AND LEGISLATION SEP 04, 2014
Finra's head of arbitration to retire in November

Linda Fienberg departs the regulator after putting in place several modifications to its dispute resolution forum over her 18-year tenure.

By Mason Braswell
WIREHOUSES SEP 04, 2014
Morgan Stanley managers depart amid reorg

Some high-level executives depart as firm restructures its managed-account unit, and streamlines products and services staff.

By Mason Braswell
EQUITIES SEP 04, 2014
BofA seeks to prove Buffett right after U.S. settlement

Billionaire Warren Buffett predicted Bank of America will become a profit powerhouse once it finally resolves legal battles that have sapped funds and distracted managers. Now we'll find out if he's right.

By Bloomberg
FINTECH SEP 04, 2014
Mint.com for advisers? New tech tools change landscape for online advice

New technologies are being developed to make advisers more competitive with personal financial management websites such as Personal Capital and Mint.com.

By Joyce Hanson
REGULATION AND LEGISLATION SEP 04, 2014
How much did adviser groups contribute to congressional campaigns?

It depends on what slice of the industry they represent.

By Mark Schoeff Jr.
RETIREMENT PLANNING SEP 04, 2014
Merrill Lynch launches technology-driven retirement tools

Merrill Lynch Clear uses iPad apps to encourage goals-based conversations between advisers and clients.

By Joyce Hanson
RETIREMENT PLANNING SEP 04, 2014
Employers want fiduciary duty for 401(k) plans, AARP survey finds

Brokers say they already work in clients' best interest, but formalizing it will eliminate their ability to service small accounts.

By Mark Schoeff Jr.