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Jackpot-winning asset managers are on the ball
OK, so the three Connecticut money managers who hauled in the $254.2 million Powerball payout know how to…
Generating leads online for advisers
Financial advisers often ask if there is a single good piece of prospecting technology.
Pershing adds huge 529 plan to its platform
Pershing LLC is making it easier for its advisers to open college savings plans for clients, starting with…
Mom’s adviser actually listened to her
My parents were married for 56 years, so when my dad passed away in 2006, it was no surprise that my mom suddenly found herself lost and alone.
If corporate tax rates were to drop
Some companies would benefit, but others would take a hit to earnings
Smaller 401(k) plan advisers losing fight to stay afloat
Facing regulatory and cost pressures, many consider selling out to larger firms
When 401(k) fees become transparent
Depending on to whom you talk, the new rules requiring 401(k) fee disclosure will be either a watershed…
Educating college students about debt
College students are drowning in credit card debt. Study after study confirms the dismal state of undergraduates’ financial…
ING cuts American Funds loose as fixed-income subadviser
Will bring in its own team as replacement; another loss for giant fund firm
Advisers have to take lead in special-needs planning
Financial planner John James is the parent of a special-needs child, but for years, he didn't fully comprehend…
Seeking out yield in a no-yield world
The Federal Reserve’s plan to keep interest rates near zero for at least the next two years is…
Taming emerging-markets funds
Mutual funds that invest in emerging markets are infamous for their volatility, taking investors on roller-coaster rides that…
Honoring advisers who invest in others
For the sixth consecutive year, InvestmentNews has the privilege of partnering with the Invest in Others Charitable Foundation…
Paying the Roth conversion tax
Certified public accountants across the country who are preparing 2011 tax returns are seeing clients who don’t have…
Nontraded REIT files for initial public offering
In a rarity, a nontraded real estate investment trust is preparing for an initial public offering after only…
Buckets vs. systematic withdrawals
Financial professionals prepared to help retiring clients develop a strategy for turning savings into lifetime income stand to…
Retirement planning’s tough choices
Michael and Nancy Hoaglund saved diligently for many years to fund a secure retirement, but it took just…
Longevity insurance promising – but higher rates would help
The Treasury Department and the Internal Revenue Service like it, as do many estate-planning experts. Now all…
What’s behind money in motion
“Money in motion” is a common term in financial services. There are trillions up for grabs and everyone…
Scrutinize emerging-markets funds
The growing middle class in many developing countries has made them an attractive place to invest. But most…
