Advisor News

Displaying 26807 results
Elder financial abuse grows more prevalent in annuity, life insurance products
RETIREMENT PLANNING MAY 16, 2016
Elder financial abuse grows more prevalent in annuity, life insurance products

Insurance products represent a huge pot of money for fraudsters as baby boomers retire at a rapid clip

By Greg Iacurci
The health care tab for a retired couple will be $567,903 — and that's if you're healthy: study
RETIREMENT PLANNING MAY 15, 2016
The health care tab for a retired couple will be $567,903 — and that's if you're healthy: study

The average, healthy 65-year-old couple who wants to retire probably has larger health care costs than you think.

By Bloomberg
RETIREMENT PLANNING MAY 15, 2016
Steering clear of estate food fights

When Father Time catches up to clients, it's hard to tell the exact moment when one may be most vulnerable to abuse.

By MFXFeeder
EQUITIES MAY 13, 2016
DOL fiduciary rule trips up robo efforts at BlackRock, Schwab

Plus: Measuring Jim Cramer's performance, personal finance myths, and Social Security misconceptions

By Jeff Benjamin
INDEPENDENT BROKER DEALERS MAY 13, 2016
The LPL stock buyback that launched a lawsuit

Chairman and CEO Mark Casady downplays the timing and execution of 4.3 million share buyback

By Bruce Kelly
Many Americans still clueless about 529 plans
RETIREMENT PLANNING MAY 12, 2016
Many Americans still clueless about 529 plans

About 72% of Americans cannot identify the savings plans as being for college savings, a new survey shows.

By Liz Skinner
RETIREMENT PLANNING MAY 12, 2016
Donald Trump's focus on U.S. debt could hurt retirement accounts

Plus: Hedge fund manager still raking in the big bucks, another Bernie Sanders gaff, and making sense of smart beta

By Jeff Benjamin
Former Wells Fargo broker agrees to Finra ban
REGULATION AND LEGISLATION MAY 12, 2016
Former Wells Fargo broker agrees to Finra ban

Christopher Pierce allegedly stole from customers at Wells Fargo Bank

By Christine Idzelis
How to become a Social Security expert
RETIREMENT PLANNING MAY 12, 2016
How to become a Social Security expert

Training programs available for various levels of experience and interest.

By Mary Beth Franklin
Financial advisers unfazed by a possible Donald Trump presidency
REGULATION AND LEGISLATION MAY 12, 2016
Financial advisers unfazed by a possible Donald Trump presidency

At the moment, however, many advisers are taking a wait-and-see position.

By John Waggoner
Obama daughter set for gap year before Harvard, but it's not for everyone
RETIREMENT PLANNING MAY 12, 2016
Obama daughter set for gap year before Harvard, but it's not for everyone

Financial advisers say taking a year off needs to be structured to pay off.

By Liz Skinner
RETIREMENT PLANNING MAY 11, 2016
Think twice before you co-sign for a loan or credit card

Survey shows that 38% of co-signers had to make payments and 28% ended up damaging their credit scores.

By Bloomberg
Leading Senate critic of DOL fiduciary rule says chamber will try to kill it
REGULATION AND LEGISLATION MAY 11, 2016
Leading Senate critic of DOL fiduciary rule says chamber will try to kill it

Sen. Johnny Isakson, R-Ga., said the Senate likely will vote on a resolution of disapproval. He also plans to advance a separate bill to halt the regulation. <b><i>(More: <a href="//www.investmentnews.com/article/20160510/BLOG07/160519983/this-insurance-group-likely-to-be-first-to-file-dol-fiduciary-lawsuit&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">This insurance group likely to be first to file DOL fiduciary lawsuit</a>)</i></b>

By Mark Schoeff Jr.
RETIREMENT PLANNING MAY 11, 2016
Who loses the most sleep over money — men or women?

A new survey delves into what Americans worry about most: saving for retirement, paying for education, paying health-care or insurance bills, making the monthly rent or mortgage or paying credit card debt.

By Bloomberg
Retirees just want to have fun
RETIREMENT PLANNING MAY 10, 2016
Retirees just want to have fun

Unprecedented free time in retirement will be a boon for the leisure industry.

By Bloomberg
Elect Donald Trump to stop DOL fiduciary rule: GOP lawmaker
REGULATION AND LEGISLATION MAY 10, 2016
Elect Donald Trump to stop DOL fiduciary rule: GOP lawmaker

Rep. Phil Roe, R-Tenn., says his own bill to kill the rule will fail, but supporting the Republican candidate could work to gut the regulation.

By Liz Skinner
This insurance group likely to be first to file DOL fiduciary lawsuit
REGULATION AND LEGISLATION MAY 10, 2016
This insurance group likely to be first to file DOL fiduciary lawsuit

The ACLI is champing at the bit to get legal action started, but it likely wants to know which other groups will be running before it starts its own race.

By Mark Schoeff Jr.
Market turmoil poses risk to brokers going fee-based in wake of DOL fiduciary rule
RETIREMENT PLANNING MAY 10, 2016
Market turmoil poses risk to brokers going fee-based in wake of DOL fiduciary rule

Many see the new regulation speeding up a shift toward fee-based relationships as commissions become increasingly scrutinized for conflicts.

By Christine Idzelis
Social Security clarifies guidance on claiming rules at 11th hour
RETIREMENT PLANNING MAY 10, 2016
Social Security clarifies guidance on claiming rules at 11th hour

Watch out: The range of advice issued by local offices and hotline operators has been very inconsistent.

By Mary Beth Franklin
REGULATION AND LEGISLATION MAY 10, 2016
Obama administration vows to veto House resolution to kill DOL fiduciary rule

President Barack Obama will veto a House resolution designed to kill a Labor Department rule to raise investment-advice standards for retirement accounts, the White House said Wednesday.

By Mark Schoeff Jr.