Advisor News

Displaying 26748 results
Twitter gets advisers in-the-know in real time
FINTECH AUG 04, 2015
Twitter gets advisers in-the-know in real time

Analysts used to have the biggest voice on a stock market movements, but now it's influencers with a large social-media following who carry weight.

By Alessandra Malito
PRACTICE MANAGEMENT AUG 04, 2015
Lynn Tilton, Patriarch Partners lose round in battle against SEC's in-house judges

"Wonder Woman of Wall Street" plans to appeal decision, seek expedited review.

By Hazel Bradford
RETIREMENT PLANNING AUG 03, 2015
The critical retirement cost many advisers aren't discussing with clients

Transportation is one of the highest expenditures for older Americans, yet many advisers aren't pushing the mobility conversation with clients.

By Greg Iacurci
Curian Capital's sudden exit creates a TAMP feeding frenzy
RIA NEWS AUG 03, 2015
Curian Capital's sudden exit creates a TAMP feeding frenzy

Curian Capital's unexpected announcement that it is closing shop at year-end has sent the $300 billion TAMP industry scrambling to woo advisers working with the $11 billion platform.

By Jeff Benjamin
Puerto Rico's default could ripple through average Americans' portfolios
EQUITIES AUG 03, 2015
Puerto Rico's default could ripple through average Americans' portfolios

<i>Breakfast with Benjamin</i>: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?

By Jeff Benjamin
Advisers, take charge of your tech – or hire someone who will
FINTECH AUG 03, 2015
Advisers, take charge of your tech – or hire someone who will

Having an IT expert on staff to handle software and get employees up to speed can make all the difference.

By Alessandra Malito
RETIREMENT PLANNING JUL 31, 2015
Expert tips for buying a private island — and upgrading its amenities

Creating your own private-island paradise is doable, but it won't be easy, warns expert developer Doug Kulig.

By Bloomberg
FINTECH JUL 31, 2015
How your peers view robo-advisers

Advisers' answers to big questions about robo-advice

By Alessandra Malito
RETIREMENT PLANNING JUL 30, 2015
Warning: You may be overexposed to stocks in your retirement plan

Older workers may be taking on more risk than they realize, says Fidelity.

By Bloomberg
RETIREMENT PLANNING JUL 30, 2015
Trump sells NYC penthouse for $21M, 40% under initial list price

The five-bedroom, seven-and-a-half-bath Park Avenue apartment spanning the entire 24th floor has a private elevator, floor-to-ceiling windows, Italian brass doorknobs, marble baths and a windowed chef's kitchen.

By Bloomberg
RETIREMENT PLANNING JUL 30, 2015
What Bobbi Kristina Brown's death can teach us about estate planning

The tragedy of Whitney Houston's daughter is even more heartbreaking because poor planning played such a critical role.

By by Danielle and Andy Mayoras
Openness, transparency drawing investors to robo-advisers over Wall Street banks
FINTECH JUL 30, 2015
Openness, transparency drawing investors to robo-advisers over Wall Street banks

CEO of Personal Capital sees investors choosing new options over the old due to fee transparency, focus on customer's best interests

By Bill Harris
OPINION JUL 30, 2015
Analyzing Hillary Clinton's capital gains proposal

If the presidential candidate believes long-term capital gains should be rewarded because they will spur economic growth, she should seek to lower rates, not raise them.

By MFXFeeder
INDEPENDENT BROKER DEALERS JUL 30, 2015
Five broker-dealer execs no longer at Cetera

Top managers from First Allied and J.P. Turner have left the sprawling Cetera Financial Group broker-dealer network, with 9,600 registered reps and financial advisers. Whether the exits are part of a broader reorganization is unclear.

By Bruce Kelly
It's time to take a close look at your bond portfolio
RETIREMENT PLANNING JUL 29, 2015
It's time to take a close look at your bond portfolio

<i>Breakfast with Benjamin</i> We all know a rate hike is coming, and ignoring it is not a plan &amp;mdash; so the time is now to look at bond allocations.

By Jeff Benjamin
RETIREMENT PLANNING JUL 29, 2015
What you may not have realized about debt

Owing money can be both deadly and lucrative. Here's how to tell the difference.

By Bloomberg
RETIREMENT PLANNING JUL 29, 2015
Looking to buy a home? How you can win a bidding war without having the most cash

Polish your letter-writing skills and start kissing up to the sellers. Pie, anyone?

By Bloomberg
RETIREMENT PLANNING JUL 29, 2015
Feeling retirement stress? Some products offer guaranteed income stream

While not for everyone, Americans need a better understanding of annuities and other products that can provide them with steady income in retirement.

By Amy Podzius
Microsoft unveils Windows 10, but advisers wait to see about security, features
FINTECH JUL 29, 2015
Microsoft unveils Windows 10, but advisers wait to see about security, features

Like with any software updates, there will be bugs, even on an alluring new operating system.

By Alessandra Malito
LPL Financial CEO Mark Casady says firm close to finish line with fines and settlements
INDEPENDENT BROKER DEALERS JUL 29, 2015
LPL Financial CEO Mark Casady says firm close to finish line with fines and settlements

Chief executive Mark Casady says the firm has &quot;couple things left to go&quot; before enforcement actions resolved.

By Bruce Kelly