Advisor News

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RETIREMENT PLANNING MAY 07, 2013
Fink says workers need mandatory savings for retirement

BlackRock CEO says employers should play key role in setting cash aside.

By Gregory Crawford
RETIREMENT PLANNING MAY 07, 2013
Forget the nest egg, savers expect to be in hock for $25K at retirement

Most in poll say they'll be carrying substantial debt load from mortgages, cars and credit cards

By Darla Mercado
RETIREMENT PLANNING MAY 07, 2013
Leading Social Security software seller comes down on price

SSanalyzer responds to competition and segmented market needs

By Mary Beth Franklin
RIA NEWS MAY 07, 2013
Baird expands in the oil patch

By AOSTERLAND
RETIREMENT PLANNING MAY 07, 2013
The next big rollover vehicle? Longevity insurance

With sales of deferred-income annuities up, carriers see an opportunity

By Darla Mercado
RETIREMENT PLANNING MAY 07, 2013
Pru's VA price hike too much for Raymond James

Prudential's decision to raise the price tag on an already pricey VA has some B-Ds thinking twice about pushing the product. Darla Mercado reports.

By Darla Mercado
FINTECH MAY 07, 2013
Schwab plans product review site for advisers

By Davis Janowski
FINTECH MAY 07, 2013
Paper pushing: Schwab aiming to take advisers digital

Schwab announces several big projects at Impact 2012

By Janowski Davis
FINTECH MAY 07, 2013
Hey, you, get onto my cloud: Hosted PortfolioCenter pilot in the works

Schwab Performance Technologies also makes announcements about custom-built client portals, reporting improvements

By Janowski Davis
RETIREMENT PLANNING MAY 06, 2013
MetLife adviser ranks thinning out fast after cuts

MetLife has trimmed a third of its adviser force amid a push to save $150 million a year by 2014. Question is, are the job cuts over?

By Bruce Kelly
REGULATION AND LEGISLATION MAY 06, 2013
Labor seeking ways to illustrate lifetime income streams

Department seeking comments before proposing formal method.

By Darla Mercado
RETIREMENT PLANNING MAY 06, 2013
Axa latest insurer to yank generous VA options

Axa is the latest insurer to drop aggressive VA investment options, moving customers into funds that are less volatile. The shift will affect some 500,000 policies.

By Darla Mercado
RETIREMENT PLANNING MAY 06, 2013
DIY movement expanding to Social Security planning

Advisers rank low on list of resources pre-retirees turn to for help.

By Darla Mercado
RIA NEWS MAY 05, 2013
Savant Capital takes advice online

Advisory firm now offering online version of investment advice available at offices.

By Liz Skinner
RETIREMENT PLANNING MAY 05, 2013
Social Security software firm offering new service levels

By Mary Beth Franklin
FINTECH MAY 05, 2013
Mining LinkedIn for rollover assets

By MFXFeeder
OPINION MAY 05, 2013
Beware the transaction tax proposal

The industry needs to remain on guard for proposals from lawmakers seeking to squeeze more coin out of existing revenue streams, or open up new ones.

By MFXFeeder
WIREHOUSES MAY 05, 2013
UBS wealth unit reports record profits, inflows

By DJAMIESON
RETIREMENT PLANNING MAY 05, 2013
Float suit vs. Fidelity

By Darla Mercado
REGULATION AND LEGISLATION MAY 05, 2013
Franken to SEC: Ban mandatory arbitration

By Mark Schoeff Jr.