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INDUSTRY NEWS JUN 09, 2014
What to expect from the Alibaba IPO

A big public offering is a sign of confidence in the equity markets. This year, 169 companies have filed to go public, compared with 256 for all of 2013.

By Jeff Benjamin
INDUSTRY NEWS JUN 09, 2014
Resist the temptation of big-name IPOs

Even sophisticated investors get burned by IPOs. If you can't invest from the start -- and few investors can -- you'll miss most of the early gains.

By MFXFeeder
IRA ALERT JUN 09, 2014
In divorce, retirement is at risk

By Ed Slott
INDUSTRY NEWS JUN 09, 2014
529 plans an easier sell for advisers as equity markets shine

College savings assets up 20% in 2013: Morningstar

By Liz Skinner
FINTECH JUN 09, 2014
Older investors turn to the web to manage assets

More investors over 50 are firing their advisers and managing their own finances through online platforms, as the myth of tech-illiterate old-timers is debunked.

By Joyce Hanson
RETIREMENT PLANNING JUN 09, 2014
How to connect with your clients' adult beneficiaries

Advisers must deal with the harsh reality that they are getting older, and so are their clients

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 09, 2014
Hartford could expand buybacks after $895 million deal for Japan unit

Analyst forecasts share repurchase of $1.05 billion, debt paydown of $350 million.

By Gregory Crawford
EQUITIES JUN 08, 2014
Investors rush to safety in gold as Iraq falls

What's for <i>Breakfast with Benjamin</i>? The Iraq crisis hits another asset but in a good way. Plus: Oil spikes to nine-month high, a looming student loan crisis, how Goldman cashed out early on Alibaba, and a tribute to dads.

By Jeff Benjamin
OPINION JUN 08, 2014
Best is yet to come with 40 Under 40

By MFXFeeder
OPINION JUN 08, 2014
What's your acquisition strategy?

Key points every adviser should keep in mind when considering to buy or not to buy.

By Jeffrey A. Concepcion
REGULATION AND LEGISLATION JUN 06, 2014
Advisers forecast Republican resurgence in November elections

FSI poll also finds most have no plans to retire or sell their practices in the near future.

By Bloomberg
RIAS JUN 06, 2014
Pershing affiliate Albridge in major update to wealth reporting platform

Newly integrated platform includes reporting tools and data management services.

By Joyce Hanson
FINTECH JUN 06, 2014
Pershing expands managed account platform, boosts alts information

Adviser custodian and B-D clearing firm faces competition for assets with Fidelity, Schwab.

By Trevor Hunnicutt
RETIREMENT PLANNING JUN 06, 2014
In record-setting numbers, boomers pay cash for homes

In the first quarter, 29% of non-investment homebuyers used cash, the highest on record for the period.

By Kathleen M. Howley
RIAS JUN 06, 2014
Calm before the RIA storm

Strong growth in 2013 won't diminish rising pressures on RIA firms, as competition, regulation and margin compression continue to pose threats. <b><i>Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20140601/RIARUNDOWN&quot;>Our RIA Rundown 2014 Special Report</a></b></i>

By Mason Braswell
PRACTICE MANAGEMENT JUN 06, 2014
'Just say no' applies to clients, too

The No. 1 way to help investors is to tell them firmly when they're making a mistake, finance writer says

By Liz Skinner
PRACTICE MANAGEMENT JUN 06, 2014
How to hold onto assets after an inheritance

Advisers serious about providing multigenerational planning are going to have to structure their practices and processes differently in many cases, a new report finds.

By Liz Skinner
LIFE INSURANCE AND ANNUITIES JUN 06, 2014
Fixed-annuity sales rise even though rates are rock-bottom

Popular products promise guaranteed 2% interest &amp;ndash; beating returns for certificates of deposit

By Darla Mercado
RETIREMENT PLANNING JUN 06, 2014
Fixed annuity sales receiving added scrutiny from Finra

By Darla Mercado
RETIREMENT PLANNING JUN 06, 2014
MetLife to get back in variable annuity game despite first quarter declines

Even after 54% drop in VA sales over the last year, the carrier is optimistic about sales with new mix of products.

By Darla Mercado