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10 most popular stories of 2018

December 19, 2018

Whether reflective of the aging baby boom generation or of the growing appetite for retirement income, the theme is clear. InvestmentNews readers wanted, and received, ample news about insurance, annuities, Social Security, and when not to retire.

Fiduciary Network posts a 'for sale' sign

July 19, 2018

Fiduciary Network, a Dallas-based consolidator of advisory firms, has become the latest organization in the space to test its value on the open market. A report this week by Financial Planning confirmed what had been rumored for months: The...

10 mutual funds worthy of July Fourth fireworks

July 3, 2018

While the S&P 500 Index barely kept its head above water over the first six months of the year with a gain of 2.65%, the 10 best-performing domestic equity mutual funds can blast the fireworks in celebration of some really strong performance....

J.D. Power survey: Advisers rate best IBDs

July 2, 2018

Which independent broker-dealers provide financial advisers with the most satisfaction? J.D. Power set out to answer that question with its 2018 U.S. Financial Advisor Satisfaction Study, based on survey responses from 3,227 advisers during...

Advisers urged to resist 'fiduciary fatigue'

June 6, 2018

It's important that financial advisers resist "fiduciary fatigue" and continue to stay engaged in the long-running battle over investment advice reform regulations. "We still have an opportunity to shape the fiduciary landscape," said Robert...

SEC advice rule: Industry groups brace for debate

April 18, 2018

Financial services industry groups scrambled on Wednesday afternoon to get out ahead of and then respond to the SEC's proposed advice rule, which is designed to lay the foundation for upgraded financial advice standards. As the Securities and...

Advisers uncover gold in 'non-monied' clients

April 10, 2018

For most financial advisers, the perplexing concept of "non-monied" might be something to instinctively avoid. But at Clarfeld Financial Advisors, a focus on non-monied spouses has developed into a thriving niche category for the $7.3 billion...

DOL rule may be history, but a fiduciary standard still in the works

March 16, 2018

The latest body blow to the Department of Labor's fiduciary rule continues to divide the financial advice industry. "It's a shame we keep having these conversations when we should just put our foot down, because there shouldn't be an argument...

Adviser builds a niche practice around a cause dear to his heart

March 12, 2018

To some financial advisers, the idea of a niche practice focused on families affected by autism might never come to mind. For Charles Massimo, the idea was so obvious he tried for years to not make it a major part of his independent financial...

A podcast about podcasting to get your message out

February 9, 2018

Financial advisers looking for a better way to get the word out, either internally or externally, might want to check out how Captrust is using podcasts to reach its 450 employees in 35 different office locations. John Curry, senior director...

Trump stock rally second only to FDR

January 23, 2018

In stark contrast to the dire predictions from some pundits and prognosticators, the equity markets have continued to soar since Donald J. Trump moved into the White House. In addition to a record-setting period for stocks, the Dow Jones Industrial...

Trump's social-media saber rattling spawns fresh look at 'apocalypse insurance'

January 5, 2018

As uneasy scenarios go, there is nothing quite like watching a U.S. president engage in a social media squabble with the leader of North Korea over which country has the readiest access to launch nuclear bombs. But does such an early January...

Nine of our most popular stories in 2017 - Nine of our most popular stories in 2017

December 29, 2017

From constant changes around the DOL fiduciary rule to a flood of customer complaints at Vanguard, 2017 produced a wide range of popular stories. Here are some of the stories that attracted the most readers over the past 12 months.

Morgan Stanley taps LifeYield to boost tax alpha across client accounts

November 30, 2017

Morgan Stanley has partnered with technology platform LifeYield to enable its approximately 16,000 financial advisers to manage client accounts at the household level. The LifeYield software, which is built around tax-management efficiencies,...

Envestnet deal driven by commission-based IBD accounts

September 26, 2017

Despite years of steady pressure to move the financial advice industry away from commissions, Envestnet's planned acquisition of competitor technology platform FolioDynamix shows support for more of the same. Speaking to analysts Monday evening...

Betterment partners with BlackRock, Goldman to offer more portfolio options

September 13, 2017

Betterment has partnered with BlackRock and Goldman Sachs to push its digital platform further into the realm of more-complex investment strategies. The robo-advice platform, with $10 billion under management, announced Tuesday it is adding...

Advisory firms have to stop treating all advisers the same

September 8, 2017

Financial advisory firms that want to nurture the best and brightest advisers need to stop treating everyone at the firm the same way, according to Philip Palaveev, chief executive of The Ensemble Practice. Acknowledging that his advice strayed...

Joel Bruckenstein discusses how technology will disrupt the status quo in financial advice

September 7, 2017

The rapid evolution of technology is a reality that the financial advice industry must embrace not just to thrive, but to survive, according to Joel Bruckenstein, president of Technology Tools for Today. "I don't think most advisers are worried...

DOL fiduciary rule: Brokers, advisers hoping delay is time well spent

August 10, 2017

The 18-month delay of the Department of Labor's fiduciary rule will lead to more talk and more confusion, according to brokers and advisers. "This [delay] is the stupidest thing I've ever heard, because the longer it goes on, the worse it is...

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