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INDUSTRY NEWS JUN 03, 2014
Schorsch buys Red Lobster properties in $1.5 billion deal

American Realty Capital Properties Inc., the largest sponsor of nontraded real estate investment trusts, bought the property in conjunction with Golden Gate Capital's acquisition of the Red Lobster seafood restaurants from Darden Restaurants Inc.

By Mark Schoeff Jr.
INDUSTRY NEWS JUN 03, 2014
Investment managers report lackluster quarter

Reduced DB plan presence, cool markets cited for slight AUM gains

By James Comtois
RIAS JUN 03, 2014
A new planning tool for advisers challenges clients to win a game

Using gamification can help further conversations.

By Joyce Hanson
BROKER DEALERS JUN 03, 2014
LPL weathers flat quarter on higher revenue

Revenue was up almost 12%, but profit declined on higher expenses.

By Mason Braswell
PRACTICE MANAGEMENT JUN 03, 2014
The three levels of community involvement and how they can pay off

Involvement with nonprofits can adds great value to your firm and reward you personally.

By Scott T. Hanson
EQUITIES JUN 03, 2014
Look beyond the noise to economic growth

Investors will need to see continued improvement in economic data to be encouraged to extend their investment horizons and assume greater risk exposure, Nuveen's chief equity strategist Robert C. Doll says.

By Robert C. Doll
FINTECH JUN 03, 2014
LPL upgrades mobile application

Adviser feedback results in improvements to the app, including secure messaging.

By Joyce Hanson
The most regrettable Social Security decision
RETIREMENT PLANNING JUN 02, 2014
The most regrettable Social Security decision

For a married couple, the right Social Security claiming decision can increase lifetime benefits by $100,000 or more.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 02, 2014
The power and limits of positive thinking

A growing body of research shows that positive thinking plays a bigger role in our behavior and success than you might think. But negative thoughts and emotions have their place, too, and can aid in solving certain kinds of problems.

By Kol Birke, CFP®
RETIREMENT PLANNING JUN 02, 2014
New admission secrets of top colleges

Unless your child qualifies for financial aid, admission to a top school means you'll be paying full freight -- merit-based financial aid is gone.

By Troy Onink
RETIREMENT PLANNING JUN 02, 2014
What financial advisers really think about retirement

A new <InvestmentNews</i> survey finds that while advisers are still cautious, confidence in their clients' retirement is strong

By CODONNELL
INDUSTRY NEWS JUN 02, 2014
UBS shuffles management, hires ex-Morgan Stanley exec

Jason Chandler and Bill Carroll will now share responsibility for field leadership; Paul Hatch fills new role as head of advice and solutions

By Mason Braswell
EQUITIES JUN 02, 2014
Where to access retirement income now

Annuities, individual municipal bonds and equities in the pharmaceutical sector hold good prospects for clients seeking retirement income.

By Darla Mercado
PRACTICE MANAGEMENT JUN 01, 2014
Questions on third-party RIA audits

SEC Commissioner Daniel Gallagher's proposal that RIAs be required to hire third-party examiners to audit their operations shouldn't be rushed.

By Gregory Crawford
PRACTICE MANAGEMENT JUN 01, 2014
Behind the drop in college admission rates

Plus a primer on the increasingly complicated financial aid and application processes.

By Troy Onink
EQUITIES MAY 31, 2014
Investors embrace the risk-on mood and stocks are flying high

Today's menu: Risk is on! Plus: Nasdaq 100 nears 13-year high, Yellen sees housing trouble but can only watch, treating homeownership like a real investment, where money managers are made, and Congress proves to be the sweetest gig of all.

By Jeff Benjamin
PRACTICE MANAGEMENT MAY 30, 2014
Wealthy seek to pass on family values through philanthropy

Advisers can use their role to facilitate building generational bonds

By Liz Skinner
RETIREMENT PLANNING MAY 30, 2014
Pension dilemma: lump sum now, or income stream later?

Companies eager to &#8220;de-risk&#8221; their long-term pension obligations are expected to increasingly offer voluntary one-time lump sum payments to former employees as an alternative to a pension's stream of lifetime income.

By Carla Fried
FINTECH MAY 30, 2014
Working remotely experiment over: Back home in San Diego

After an extended trip to France, Sheryl Rowling answers the question: Is it possible to work remotely for a month?

By Sheryl Rowling
FINTECH MAY 30, 2014
How to avoid becoming extinct as technology disrupts wealth management

The advisory community needs to recognize that technology is fundamentally changing the way investors are consuming financial services these days.

By Neal Ringquist