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What advisers should listen for in Tuesday's Democratic presidential debate
RETIREMENT PLANNING OCT 01, 2015
What advisers should listen for in Tuesday's Democratic presidential debate

DOL fiduciary rule, taxes and Social Security are all prime subjects for discussion as five contenders look for opportunities to stand out.

By Liz Skinner
What advisers need to know when working with May-December couples
RETIREMENT PLANNING OCT 01, 2015
What advisers need to know when working with May-December couples

Six areas in which planning for couples with a wide age difference may require different financial advice.

By Laura Sanicola
A weak outlook for earnings doesn't bode well for stocks
EQUITIES OCT 01, 2015
A weak outlook for earnings doesn't bode well for stocks

<i>Breakfast with Benjamin</i>: Corporate earnings are expected to decline 4.1%, and the stock market hunkers down for a rough earnings season.

By Jeff Benjamin
Bubble? What bubble? Fed's Fischer doesn't see any
INDUSTRY NEWS OCT 01, 2015
Bubble? What bubble? Fed's Fischer doesn't see any

Federal Reserve vice chairman Stanley Fischer doesn't see immediate risks of financial bubbles but is concerned that the central bank's policy tool kit to deal with them is limited and untested.

By Bloomberg
Active fund managers took it on the chin in the third quarter
EQUITIES OCT 01, 2015
Active fund managers took it on the chin in the third quarter

<i>Breakfast with Benjamin</i>: The third quarter was not kind to active fund managers, with two-thirds unable to beat their benchmarks.

By Jeff Benjamin
When it comes to Twitter, keep messages short and to the point
FINTECH OCT 01, 2015
When it comes to Twitter, keep messages short and to the point

Talk of adding more characters to tweets is nice, but advisers should be wary.

By Alessandra Malito
FINTECH OCT 01, 2015
Former Morgan Stanley adviser in data hack case pleads guilty

Free on $200,000 bond, Galen Marsh faces as long as five years in prison when he's sentenced Dec. 7

By Bloomberg
RETIREMENT PLANNING SEP 30, 2015
More employees enroll in health savings accounts, 401(k)s

New study finds auto enrollment plans help a lot of workers as fears surrounding the financial crisis fade.

By Laura Sanicola
RETIREMENT PLANNING SEP 30, 2015
Employees enrolling in health savings accounts, 401(k)s more than ever: report

BofA study finds auto enrollment plans helping a lot but workers, particularly younger ones, are more confident as the financial crisis continues to fade.

By Laura Sanicola
RETIREMENT PLANNING SEP 30, 2015
Health care costs for retired couples climb 11% over 2014: Fidelity

65-year-old couple retiring this year should expect to spend $245,000 on health care costs, up $25K from last year.

By Laura Sanicola
INDUSTRY NEWS SEP 30, 2015
Everything you need to know about the new chip in your credit card

New technology called EMV chips makes it almost impossible to counterfeit your credit card. Here's how to use it.

By Bloomberg
RETIREMENT PLANNING SEP 30, 2015
Health benefits: Here's what you need to know to make the most of them

This is how to wade through the alphabet soup of HDHPs, HSAs, FSAs and more.

By Bloomberg
Government shutdown averted but Congress sets itself up for another showdown
REGULATION AND LEGISLATION SEP 30, 2015
Government shutdown averted but Congress sets itself up for another showdown

Funding set until Dec. 11 but before then, lawmakers have to replenish federal highway funding and raise the debt limit.

By Bloomberg
Wagner bill to stop DOL fiduciary up for a vote this week
RETIREMENT PLANNING SEP 30, 2015
Wagner bill to stop DOL fiduciary up for a vote this week

A House committee will take up the measure Wednesday, but Rep. Ann Wagner says it isn't clear when it would come before the full House and how much bipartisan support it would garner.

By Greg Iacurci
New research shows 401(k) plans produce same level of asset accumulation as traditional pensions
RETIREMENT PLANNING SEP 30, 2015
New research shows 401(k) plans produce same level of asset accumulation as traditional pensions

Alicia Munnell, a longtime critic of 401(k) plans, says she will no longer deride defined contribution plans for producing less savings than a traditional pension.

By Greg Iacurci
Social Security filing tip: Don't let clients file early
RETIREMENT PLANNING SEP 30, 2015
Social Security filing tip: Don't let clients file early

Every year, Americans give up thousands of dollars of income by filing for Social Security benefits too early. New study finds a third of people who file early had enough assets in IRAs to make up for two years of Social Security checks.

By Bloomberg
If Obama holds firm, here's what the DOL fiduciary rule will end up looking like
RETIREMENT PLANNING SEP 30, 2015
If Obama holds firm, here's what the DOL fiduciary rule will end up looking like

Expect language that would brighten the line between education and advice, and expand the list of permissible assets for retirement plans, to name a few.

By Mark Schoeff Jr.
RETIREMENT PLANNING SEP 29, 2015
DOL poised to advance final fiduciary rule

Politico reports the measure will move to the Office of Management and Budget by Jan. 31, setting the stage for finalization.

By Mark Schoeff Jr.
RETIREMENT PLANNING SEP 29, 2015
Legislation to replace DOL fiduciary could be tied to must-pass bill to keep government open

Lawmakers could write legislation within days &amp;mdash; and attach it to a must-pass spending bill &amp;mdash; that would replace the Labor Department's pending rule to raise investment advice standards for retirement accounts, effectively killing it.

By Mark Schoeff Jr.
EQUITIES SEP 29, 2015
Hedge fund marketers have independent advisers in their sights

<i>Breakfast with Benjamin</i>: Now that hedge funds have the green light to market their wares, they're zeroing in on independent advisers.

By Jeff Benjamin