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PRACTICE MANAGEMENT DEC 09, 2015
Get clients comfortable with 'short-term boring, long-term exciting' investing

By helping clients learn to tune out the noise that doesn't matter, you're helping them reduce their anxiety

By crichards
Spreading the blame for oil's freefall
FIXED INCOME DEC 08, 2015
Spreading the blame for oil's freefall

<i>Breakfast with Benjamin</i>: The price freefall is getting uglier, and OPEC isn't the only culprit. Don't overlook the U.S. impact.

By Jeff Benjamin
Donald Trump could spook financial markets in 2016
INDUSTRY NEWS DEC 08, 2015
Donald Trump could spook financial markets in 2016

History teaches us that politically extreme views can spook investors and trigger uncertainty in financial markets.

By Nigel Green
EQUITIES DEC 08, 2015
Donald Trump could spook financial markets in 2016

Republican presidential contender Donald Trump could become a major cause of volatility in financial markets throughout the first half of 2016. His rhetoric favoring protectionist economic policies is bad news for investors.

By Nigel Green
RETIREMENT PLANNING DEC 08, 2015
Student loans hurt women more than men

For every dollar that men take home, women earn 21&cent; less. Here's what that means for women's student loan debts.

By Bloomberg
Next target for Galvin? Banks and cross-selling
WIREHOUSES DEC 08, 2015
Next target for Galvin? Banks and cross-selling

Massachusetts regulator looking at whether financial institutions violated any laws.

By Bruce Kelly
Adviser's Consultant: Separate your robo and traditional planning offers to succeed in two markets
FINTECH DEC 08, 2015
Adviser's Consultant: Separate your robo and traditional planning offers to succeed in two markets

Art Haws of HawsGoodwin Financial says advisers must consider cost, integration and marketing the new automated platform separately from the main financial planning operation.

By Liz Skinner
OPINION DEC 08, 2015
Estate plans require a fresh look

Thinking around bequests shifts as capital gains tax and estate tax exemption rise

By John O. McManus
Working longer for more savings? Don't count on it
RETIREMENT PLANNING DEC 08, 2015
Working longer for more savings? Don't count on it

Although delaying retirement helps financial readiness, it can't be a safety net for everyone.

By Greg Iacurci
Medicare surcharge letters dampen holiday spirits
RETIREMENT PLANNING DEC 07, 2015
Medicare surcharge letters dampen holiday spirits

Income-related premium hikes for 2016 confuse retirees.

By Mary Beth Franklin
How to help clients minimize the sting of 2016 Medicare premium rates
RETIREMENT PLANNING DEC 07, 2015
How to help clients minimize the sting of 2016 Medicare premium rates

Beneficiaries who can't avoid an increase can still find ways to manage through the hike.

By Katy Votava
Advisers praise Sanders for highlighting Social Security, doubt his approach
RETIREMENT PLANNING DEC 07, 2015
Advisers praise Sanders for highlighting Social Security, doubt his approach

The Vermont senator proposed lifting the cap on taxable income for the program.

By Mark Schoeff Jr.
Former SEC chiefs press current regime to move on fiduciary
PRACTICE MANAGEMENT DEC 07, 2015
Former SEC chiefs press current regime to move on fiduciary

Pitt, Cox and Schapiro agree that putting client interests first should be a priority.

By Hazel Bradford
Hillary Clinton gives thumbs up to DOL fiduciary rule
PRACTICE MANAGEMENT DEC 07, 2015
Hillary Clinton gives thumbs up to DOL fiduciary rule

In a proposal for financial reform released by her presidential campaign Thursday, the former secretary of state implicitly endorsed the Labor Department's proposal to increase standards for retirement advice.

By Mark Schoeff Jr.
Pimco on the mend but still feeling impact of Gross exit a year later
INDUSTRY NEWS DEC 07, 2015
Pimco on the mend but still feeling impact of Gross exit a year later

The Newport Beach, Calif., firm's net assets were $1.15T on June 30, down 21% from Sept. 30, 2014, just days after the Bond King left after clashes with portfolio managers and senior management over investment results.

By Randy Diamond
Are HFT and computers to blame for the market's quick drop?
EQUITIES DEC 07, 2015
Are HFT and computers to blame for the market's quick drop?

The Dow's 1,100-point drop off the opening bell Monday cost investors untold amounts of money and suggests the market is still broken.

By Paul Schatz
RIAS DEC 06, 2015
The cost of independence

For new RIAs like Christopher Bray of Ariel Capital Advisors, projecting expenses and revenue can be tricky.

By Liz Skinner
OPINION DEC 06, 2015
Set one clear annual goal to help you and your team stay focused

There's no magic ticket to growth, but the best route is identifying what you do best and continuing to find ways to do it better

By Ron Carson and Scott Ford
RETIREMENT PLANNING DEC 04, 2015
Department of Labor's lifetime income illustrations at a 'crossroads'

A DOL official said the regulatory project around lifetime income projections has stalled due to a split in opinion.

By Greg Iacurci
PRACTICE MANAGEMENT DEC 04, 2015
Hollywood makes it tough on advisers to build trust

Movies and TV depict advisers who represent Wall Street's underbelly

By Liz Skinner