Advisor News

Displaying 26834 results
How Social Security benefits are calculated
RETIREMENT PLANNING SEP 01, 2016
How Social Security benefits are calculated

Estimated benefits assume continued earnings through full retirement age.

By Mary Beth Franklin
New Congressional bill addresses Medicare enrollment confusion
RETIREMENT PLANNING SEP 01, 2016
New Congressional bill addresses Medicare enrollment confusion

An antiquated, overly complex Part B enrollment process contributes to costly enrollment mistakes among many people new to Medicare.

By Mary Beth Franklin
Why consistency adds value in retirement investing
RETIREMENT PLANNING SEP 01, 2016
Why consistency adds value in retirement investing

By Ellie Zhu
Cetera leadership issue could be settled within days
INDEPENDENT BROKER DEALERS SEP 01, 2016
Cetera leadership issue could be settled within days

CEO Larry Roth acknowledges that the company has been looking at senior management structure.

By Bruce Kelly
Cetera advisers in the dark after report that CEO Larry Roth will be replaced by chairman Robert Moore
INDEPENDENT BROKER DEALERS SEP 01, 2016
Cetera advisers in the dark after report that CEO Larry Roth will be replaced by chairman Robert Moore

The company remains mum about reports that Mr. Roth has been replaced by chairman Robert Moore as CEO. <i>Plus: <a href="//www.investmentnews.com/article/20160815/BLOG09/160819961/key-principles-to-guide-corporate-governance-procedures-for-the-ibd&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer"> Mr. Roth and Mr. Moore discuss the principles they developed for Cetera's board</a></i>

By Bruce Kelly
Why financial advisers need to worry about technology addiction
FINTECH SEP 01, 2016
Why financial advisers need to worry about technology addiction

Give yourself the gift of unplugging or risk opening yourself up to unhealthy habits.

By Sheryl Rowling
The alphabet soup of Medicare enrollment periods
RETIREMENT PLANNING SEP 01, 2016
The alphabet soup of Medicare enrollment periods

It's essential to be familiar with the many varieties of Medicare enrollment periods so your clients can make the best choices.

By Katy Votava
Salesforce adds compliance features to financial services CRM for DOL fiduciary rule
FINTECH SEP 01, 2016
Salesforce adds compliance features to financial services CRM for DOL fiduciary rule

More software providers will add or enhance their tools to assist advisers in meeting the regulation's requirements.

By Alessandra Malito
RETIREMENT PLANNING SEP 01, 2016
Genworth debuts new annuity for long-term-care coverage

The largest LTC insurer is offering a medically underwritten single premium immediate annuity as an alternative for older Americans.

By Greg Iacurci
Cognitive impairment, lower income drive higher LTC insurance lapses: Study
RETIREMENT PLANNING SEP 01, 2016
Cognitive impairment, lower income drive higher LTC insurance lapses: Study

Advisers should take these factors into account when incorporating long-term-care insurance into a client's financial plan.

By Greg Iacurci
Moody's upbeat on mutual-fund companies for the third quarter
MUTUAL FUNDS AUG 31, 2016
Moody's upbeat on mutual-fund companies for the third quarter

Outflows at Franklin and Waddell &amp; Reed mask overall healthy inflows.

By John Waggoner
SEC fines advisory firms $2.2 million for spreading false claims made by F-Squared
RIA NEWS AUG 31, 2016
SEC fines advisory firms $2.2 million for spreading false claims made by F-Squared

Thirteen advisory firms repeated unsubstantiated claims about investment performance.

By Christine Idzelis
Now is the time for an annual Medicare check-up
RETIREMENT PLANNING AUG 30, 2016
Now is the time for an annual Medicare check-up

This is the time of year when everyone on Medicare can reevaluate features of their contracts to see if they're getting the best coverage at the best price.

By Katy Votava
INDEPENDENT BROKER DEALERS AUG 30, 2016
Cetera names Robert Moore CEO, replacing Larry Roth

Mr. Moore, Cetera's non-executive chairman, will take over the reins Sept. 12.

By Christine Idzelis
SEC hot-button topics that advisers need to know about
RIA NEWS AUG 30, 2016
SEC hot-button topics that advisers need to know about

Priorities include business continuity plans, cybersecurity and fee disclosure.

By John Waggoner
Indexed annuity sales projected to plummet 30% because of DOL fiduciary rule
LIFE INSURANCE AND ANNUITIES AUG 30, 2016
Indexed annuity sales projected to plummet 30% because of DOL fiduciary rule

Sales are estimated to fall to $40 billion next year, a level not seen since 2013. The drop would put an end to the products' nearly decade-long surge in growth.

By Greg Iacurci
Cetera, plan sponsor sued for excessive fees in $25 million 401(k)
RETIREMENT PLANNING AUG 30, 2016
Cetera, plan sponsor sued for excessive fees in $25 million 401(k)

In an unusual move, an indie B-D has been named a co-defendant in a suit that could be a sign of more legal fights for small plans.

By Greg Iacurci
RETIREMENT PLANNING AUG 29, 2016
What grade does your state's college savings plan get?

Age-based 529 plans for this year's freshmen don't always get high marks.

By John Waggoner
FINTECH AUG 29, 2016
How social insights can supercharge investment research

Social-media data capture opinions that are often a precursor to consumer behavior

By Bloomberg
Betterment partners with Uber for retirement savings, in bid to tap 'gig economy'
RETIREMENT PLANNING AUG 29, 2016
Betterment partners with Uber for retirement savings, in bid to tap 'gig economy'

Robo-adviser to provide Uber drivers with free investment services in IRAs for a year. <a href=&quot;http://www.investmentnews.com/article/20150817/BLOG16/150819926/uber-versus-yellow-cabs-a-fight-advisers-should-watch&quot; target=&quot;_blank&quot;>Why advisers should pay attention to Uber's fight with yellow cabs.</a>

By Alessandra Malito