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RETIREMENT PLANNING JUL 11, 2013
Don't let your clients leave Social Security benefits on the table

Lump sum payment can mitigate sting of a late claim.

By Mary Beth Franklin
RETIREMENT PLANNING JUL 11, 2013
Mary Beth Franklin: The question Social Security calculators can't answer

Life expectancy -- and life expectations -- crucial when devising claiming strategies

By Mary Beth Franklin
RETIREMENT PLANNING JUL 11, 2013
The most misunderstood Social Security rule

Mary Beth Franklin uncovers the most misunderstood Social Security rule. It has to do with when a spouse can and should claim retirement bennies.

By Mary Beth Franklin
INDUSTRY NEWS JUL 11, 2013
Bob Doll: Onward and upward for the market

Cyclical and emerging strength may be pointing to better growth, he says

By By Bob Doll
RIAS JUL 10, 2013
Geller hires Harris myCFO chief executive Calabrese

CEO plans to expand advisory platform.

By Trevor Hunnicutt
INDUSTRY NEWS JUL 10, 2013
Gold a buy but must prove mettle

By Jeff Benjamin
INDUSTRY NEWS JUL 10, 2013
Don't look now, but gold bulls emerge after rout

European debt crisis, rising jewelry demand boosts sentiment for the metal.

By Gregory Crawford
RIAS JUL 10, 2013
United Capital acquisition breaks up Atlanta RIA

United Capital Financial Advisers LLC is acquiring PPA Investments Inc. and signing on four advisers from the Atlanta-based registered investment adviser.

By AOSTERLAND
RIAS JUL 10, 2013
Fidelity unit in pact to open cash spigot for RIAs

Agreement with Live Oak to help clients finance mergers and acquisitions.

By DJAMIESON
WIREHOUSES JUL 10, 2013
Finding fees: UBS charging for financial plans

Bank's raised $3M in revenue so far this year off levy

By Gregory Crawford
WIREHOUSES JUL 10, 2013
Training on the back burner

Industry growth requires a renewed commitment to investing in the next generation

By AOSTERLAND
REGULATION AND LEGISLATION JUL 09, 2013
Most SEC-registered advisers not subject to surprise exams

By Mark Schoeff Jr.
REGULATION AND LEGISLATION JUL 09, 2013
Ray Lucia, firm fined buckets of money over investment claims

Radio host Ray Lucia for years asserted that he thoroughly tested his investment strategy. A judge this week ruled otherwise, ordering Lucia and his firm to pay hefty fines for making the claim.

By Liz Skinner
INDUSTRY NEWS JUL 09, 2013
Threat of tax cap freaking out muni market

But gridlock in Washington may save the day, say industry watchers

By Jeff Benjamin
INDUSTRY NEWS JUL 09, 2013
15 transformational events: American Funds out, Vanguard in

By Jason Kephart
INDUSTRY NEWS JUL 09, 2013
15 transformational advisers: Michael Kitces

By Jason Kephart
INDUSTRY NEWS JUL 09, 2013
Four contrarian opportunities for equity investors

Investec strategist Max King looks at Japan, emerging markets, cyclicals and small stocks

By By Max King
RIAS JUL 08, 2013
Finra bails on plan to supervise reps' outside businesses

In a move that will likely be cheered by reps, Finra has backed off a controversial plan to supervise brokers' outside businesses.

By DJAMIESON
BROKER DEALERS JUL 08, 2013
Finra gets OK to share more info about reps' disciplinary records

Finra has gotten the go-ahead to issue a monthly letter divulging complaints against reps. Not surprisingly, this doesn't sit well with some brokers.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUL 07, 2013
Not your father's retirement: Baby Boomers can't relax yet, study finds

Different economic backdrop means longer work, more savings, less spending than parents.

By Michael Shagrin