This week's must-read stories for advisers include employment drama at LPL and Merrill, Bill Gross speaking out, and a renewed push for more women in advice.
Here's how to avoid letting interpersonal dynamics alienate colleagues and clients.
The choice of when and how to claim Social Security benefits can affect the three biggest financial risks that retirees encounter.
Abigail Johnson, successor at the privately owned, family-run company, wants to understand the businesses of her clients, including advisers.
The company's president and CEO talks about a new fund investing in firms with diverse leadership. <b>Plus don't miss: <a href="http://www.investmentnews.com/section/specialreport/20140817/WOMEN">Women and Investing special report</b></a>
Though rules still vary from state to state, all same-sex couples should take steps to claim benefits.
How to make 2015 'the year of the client' and set up advisory firms for sustained success
Women are focused on retirement issues, yet advisers don't always get their messages across.
For many women, the subjects of money, investing, finances and the markets are secondary to family, health, community and personal passions.
SEC chairman Mary Jo White talked about improving gender diversity in the boardroom in a speech in September 2014.
This edition of <i>Breakfast with Benjamin</i> covers Bill Gross getting beaten at his own game, the SEC's focus on liquid alt funds, Obama's attack on corporate inversions, and more.
<i>Breakfast with Benjamin:</i> Remember housing stocks? You should. Plus: How Pimco stepped in it, academics take on high-frequency trading, the bad math behind climate-change regs, and men are better retirement savers than women.
Female clients think about investing differently, with focuses ranging from retirement to impact investing, and it's up to advisers to meet them on common ground. <i><b>More: <a href="http://www.investmentnews.com/section/specialreport/20140817/WOMEN">The Women and Investing special report</a></b></i>
The late actress's life can inspire ways to be successful in business.
One strategy: Hiring a third party to free them up and boost business.
An <i>InvestmentNews</i> survey of 377 advisers finds that attracting female clients is more difficult without female advisers.
The right claiming strategy can significantly increase lifetime benefits
Critical to find outsourcing partners who have the necessary expertise, are trustworthy, and can help improve an adviser's business
