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INsider: Wealthy clients have targets on their backs
NEWS RIAS JAN 30, 2012
INsider: Wealthy clients have targets on their backs

The presidential campaign has failed to offer definitive answers about tax reform, but you can see where it's headed

By Bloomberg
NEWS INDUSTRY NEWS JAN 30, 2012
Open to the public

In something of a surprise, claimants in Finra arbitration cases are warming up to the idea of non-industry panels. <i>Warming up</i>? More than three out of four clients are choosing the public option.

By John Goff
NEWS EQUITIES JAN 30, 2012
Rethinking risk: Market cycles - Are your portfolios prepared?

This white paper from Invesco explores why it's critical for advisers to prepare their clients for market cycles and periods of risk, and how investors can position their portfolios to hold up in any economic environment.

By Mark Bruno
NEWS BROKER DEALERS JAN 30, 2012
The comeback: Can brokers repeat original success?

By Bloomberg
NEWS BROKER DEALERS JAN 30, 2012
Business model cracked but not broken

For many, 2011 will be remembered as the year the broker-dealer model cracked. Scores of independent firms shut down, unable to keep up with rising legal and compliance expenses.

By Bloomberg
NEWS INDUSTRY NEWS JAN 30, 2012
Justices toss suit against Finra

By Bloomberg
Reduced! Clients' homes worth less again this year
NEWS RETIREMENT PLANNING JAN 30, 2012
Reduced! Clients' homes worth less again this year

Clients' homes were worth less again this year. The good news? The decline was the smallest in four years | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111027&amp;Category=FREE&amp;ArtNo=102709999&amp;Ref=PH>The lousiest housing markets in America &amp;raquo;</a> <a href=<a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111025&amp;Category=FREE&amp;ArtNo=102509999&amp;Ref=PH>The best-performing housing markets &amp;raquo;</a>

By John Goff
U.S. home prices to fall through 2012: Survey
NEWS ALTERNATIVES JAN 30, 2012
U.S. home prices to fall through 2012: Survey

U.S. home prices will continue to decline through late 2012 or early 2013 as negative equity and weak job growth hinder a real estate recovery, according to a survey by Zillow Inc.

By Doug Cubberley
NEWS INDUSTRY NEWS JAN 30, 2012
Ben Bernanke: Control inflation, spur spending

If Ben Bernanke thought 2011 was challenging, wait until the presidential campaign heats up in 2012 and the rhetoric really starts to fly.

By Jeff Benjamin
NEWS RETIREMENT PLANNING JAN 30, 2012
House Republicans ask DOL to go easy on retirement plans

By Mark Schoeff Jr.
NEWS RETIREMENT PLANNING JAN 30, 2012
When a mom raids her child's IRA

In an unusual private-letter ruling, the Internal Revenue Service recently allowed a 13-year-old beneficiary of her father's company plan assets largely to undo a previously taxed lump-sum distribution and transfer the distributed plan funds to an inherited IRA for the child's benefit.

By MFXFeeder
Tip of the day: Forget TIPS — invest in inflation itself
NEWS INDUSTRY NEWS JAN 30, 2012
Tip of the day: Forget TIPS — invest in inflation itself

ETF bets on the drivers of price hikes &#8212; commodities and healthcare, e.g. &#8212; offer better protection for future retirees, some say

By John Goff
GOP to DOL: Go easy on IRAs, OK?
NEWS RETIREMENT PLANNING JAN 30, 2012
GOP to DOL: Go easy on IRAs, OK?

House Republicans send a letter to the Labor Department urging caution in expanding the fiduciary duty to IRA and 401(k) advisers. A battle is in the offing.

By Mark Schoeff Jr.
NEWS IRA ALERT JAN 30, 2012
A fraud warning for self-directed IRAs

In September, the SEC issued an investor alert warning investors to be wary of fraudulent promoters targeting self-directed IRAs

By Ed Slott
NEWS RETIREMENT PLANNING JAN 30, 2012
How Mesirow used worker incentives to promote wellness

When Mesirow Financial Inc. offered its employees free physicals a few years ago, only about a third of the 875 employees in its Chicago headquarters participated. For the most recent round of tests in early October, more than 750 people turned out.

By H. Lee Murphy
NEWS WIREHOUSES JAN 29, 2012
Suit over Merrill acquistion moves ahead — now as a class-action

Judge gives approval to certification; plaintiff's claim BofA misled shareholders about bonuses, losses

By John Goff
NEWS BROKER DEALERS JAN 29, 2012
Insurance companies take a step back

By Bloomberg
NEWS INDUSTRY NEWS JAN 29, 2012
Secondary ticket market booms for Super Bowl XLVI

By Bloomberg
NEWS EQUITIES JAN 29, 2012
Challenges abound

By MFXFeeder
Note to clients: Good credit rating good enough
NEWS RETIREMENT PLANNING JAN 27, 2012
Note to clients: Good credit rating good enough

Efforts to boost score above 760 yield little tangible benefits; 'bragging rights'

By John Goff