Advisor News

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PRACTICE MANAGEMENT APR 12, 2015
Regulation is only part of the solution

Advisers should seek the highest level of professional competency, not for economic gain, but out of a sense of professional obligation to clients

By Sean Walters
LIFE INSURANCE AND ANNUITIES APR 10, 2015
Time may have come to eliminate sales incentives in the annuities business

As the financial services industry moves toward a fiduciary standard, prizes for top insurance sellers smack of conflict.

By Darla Mercado
Obamas' income falls to lowest level since 2004
RETIREMENT PLANNING APR 10, 2015
Obamas' income falls to lowest level since 2004

First couple's tax return shows no stock market investments, missed opportunity on home refinance in Chicago.

By Bloomberg
Are employer savings on health care being reinvested in retirement plans?
RETIREMENT PLANNING APR 10, 2015
Are employer savings on health care being reinvested in retirement plans?

As health care benefits fall out of favor with employees, some small businesses are considering redesigning their 401(k)s to retain staff.

By Darla Mercado
Hidden tax benefits of Continuing Care Retirement Communities
RETIREMENT PLANNING APR 10, 2015
Hidden tax benefits of Continuing Care Retirement Communities

Advisers planning for the long-term-care needs of clients ought to seriously consider the potential tax savings that come with continuing care retirement communities.

By Darla Mercado
Latest sign of oil market glut pushes prices even lower
EQUITIES APR 10, 2015
Latest sign of oil market glut pushes prices even lower

<i>Breakfast with Benjamin</i>: Prices fall by 5% after the discovery of the biggest weekly buildup of U.S. inventories since 2001.

By Jeff Benjamin
Few target date fund managers eat their own cooking
RETIREMENT PLANNING APR 10, 2015
Few target date fund managers eat their own cooking

How much advisers weigh a managers' investment in his or her own fund when selecting one.

By Darla Mercado
RIA NEWS APR 10, 2015
Top-performing firms invest big in technology — a critical driver of success

Major emphasis on tech spending and utilization helps leading advisory firms stay ahead of the curve.

By Matt Sirinides
Dividend stocks might be a better than annuities for income investors
EQUITIES APR 09, 2015
Dividend stocks might be a better than annuities for income investors

<i>Breakfast with Benjamin</i>: Could dividend stocks actually be a better deal than an annuity for income investors?

By Jeff Benjamin
OPINION APR 09, 2015
Bonus disclosure deserves second look

Finra should seriously consider suggestions for changes to its proposed broker bonus disclosure rule.

By MFXFeeder
How to turbocharge target-date funds
EQUITIES APR 08, 2015
How to turbocharge target-date funds

<i>Breakfast with Benjamin</i> Focusing on small-cap stocks could be a recipe for boosting a target-date fund.

By Jeff Benjamin
RETIREMENT PLANNING APR 08, 2015
Is this who you want looking at your taxes?

IRS workers increasingly disgruntled as budget is slashed

By Bloomberg
OPINION APR 08, 2015
Help clients make the most of tax season

Tax season is the perfect time to help clients take a look back &amp;mdash; and ahead &amp;mdash; in order to address their retirement plans.

By MFXFeeder
2 health savings account changes clients can make to unlock their full potential
RETIREMENT PLANNING APR 08, 2015
2 health savings account changes clients can make to unlock their full potential

Tweaks to HSA investment vehicles and what the accounts are used for can pay dividends to clients.

By Peter Stahl
Will your clients really save more when the kids leave home?
RETIREMENT PLANNING APR 08, 2015
Will your clients really save more when the kids leave home?

A new study by the Center for Retirement Research at Boston College ran the numbers.

By Bloomberg
Fired $1.3B Merrill broker speaks out
PRACTICE MANAGEMENT APR 08, 2015
Fired $1.3B Merrill broker speaks out

A 33-year veteran,Thomas Buck won't fight the wirehouse's allegations and is looking to move on after his sudden, unexpected termination

By Mason Braswell
PRACTICE MANAGEMENT APR 08, 2015
Answering the questions raised by the DOL's fiduciary proposal

For complete balance, all interested parties should weigh in and the government should listen.

By Dale Brown
Don't be left behind by robo revolution
FINTECH APR 08, 2015
Don't be left behind by robo revolution

Entrance of big players like Schwab will accelerate changes in the way financial advice is delivered to consumers

By Joe Duran
RETIREMENT PLANNING APR 08, 2015
Resurgence ahead for life settlements industry?

Underfunded universal life policies' loss may be a gain for secondary insurance market.

By Darla Mercado
Vanguard digital advice platform gives investors choice on active vs. passive
RETIREMENT PLANNING APR 07, 2015
Vanguard digital advice platform gives investors choice on active vs. passive

Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.

By Trevor Hunnicutt