Advisor News

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RIA NEWS MAY 21, 2013
Madison Dearborn to buy NFP for $1.3 billion

Deal ends roller-coaster ride for wealth management aggregator.

By DJAMIESON
FINTECH MAY 21, 2013
Disaster preparedness again in focus

By Janowski Davis
RETIREMENT PLANNING MAY 20, 2013
Mary Beth Franklin: The surest way to boost your Social Security paycheck

In this video interview on Morningstar, <i>IN's</i> retirement guru discusses the benefit of delaying retirement.

By John Goff
PRACTICE MANAGEMENT MAY 20, 2013
SIFMA's endorsement of broker-comp rule may help wirehouses

Disclosure could eventually end era of big bonuses, saving firms a bundle

By Mark Schoeff Jr.
WIREHOUSES MAY 20, 2013
Split from SIFMA cited amid mass resignations at industry association

Insiders say board members of the American Securitization Forum are resigning en masse. The reason? A source points to the association's 2010 divorce from SIFMA, which may have created governance issues.

By John Goff
FINTECH MAY 19, 2013
QuantConnect adds data to trading platform, builds global network

Now two free platforms are available to the burgeoning independent quant community.

By Janowski Davis
RETIREMENT PLANNING MAY 19, 2013
Financial insecurity awaits Gen Xers in retirement

By Mary Beth Franklin
REGULATION AND LEGISLATION MAY 19, 2013
No. 1 priority is more exams, White says

By Mark Schoeff Jr.
RETIREMENT PLANNING MAY 19, 2013
Protective protects itself

By Darla Mercado
REGULATION AND LEGISLATION MAY 19, 2013
House bill may slow DOL fiduciary push

By Mark Schoeff Jr.
OPINION MAY 19, 2013
Time to act on credit ratings agencies

By MFXFeeder
FINTECH MAY 19, 2013
Heading off hack attacks

The tale of one firm and one adviser, Mark Reed, shows in stark relief how financial advisers are on the front lines protecting their clients from cybercrime. Bruce Kelly has the story.

By Bruce Kelly
RETIREMENT PLANNING MAY 19, 2013
Time to replace the three-legged-stool myth

By MFXFeeder
WIREHOUSES MAY 17, 2013
Sarch: Morgan Stanley 3D, almost a year later

By Danny Sarch
FINTECH MAY 17, 2013
Google Glass soon to be in fashion with advisers?

Advisers usually not caught dead in glasses might well be seen sporting this high-tech set of lenses

By Janowski Davis
REGULATION AND LEGISLATION MAY 17, 2013
Politics of adviser oversight starting to change

Last year, investment advisers were playing defense on Capitol Hill on the issue of regulation. This year, they're on offense, and that gives the debate a different flavor.

By Mark Schoeff Jr.
PRACTICE MANAGEMENT MAY 17, 2013
After the switch: A new state of affairs for advisers

By MFXFeeder
REGULATION AND LEGISLATION MAY 17, 2013
Midsize advisers who don't switch could have their registrations withdrawn

By DJAMIESON
RETIREMENT PLANNING MAY 16, 2013
&lt;font color=red&gt;Retirement Income Summit 2013&lt;/font&gt; Natalie Choate: The best and worst tax strategies

Tax expert says creativity counts when figuring out how to mitigate the tax hit on retirement income.

By Darla Mercado
Are clients saving too much money for retirement health care?
RETIREMENT PLANNING MAY 16, 2013
Are clients saving too much money for retirement health care?

Cadillac coverage may not be a good fit for those with specific quality-of-life wishes

By Jeff Benjamin