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EQUITIES AUG 03, 2015
Make sustainable investing a New Year's resolution

Advisers can attract new clients if they keep abreast of the socially responsible investing trend.

By Lisa Woll
How climate change could impact your portfolio
INDUSTRY NEWS AUG 01, 2015
How climate change could impact your portfolio

Investors need to research environmental issues and how they will affect their investments.

By Liz Skinner
INDUSTRY NEWS JUL 31, 2015
Be sure clients truly understand volatility before it comes

Test how clients would react to financial losses, experts say.

By Liz Skinner
INDUSTRY NEWS JUL 31, 2015
Should you let an app tell you what to spend?

If you decide to try out personal financial management software such as Level Money, then here's what might happen.

By Bloomberg
RETIREMENT PLANNING JUL 31, 2015
Expert tips for buying a private island — and upgrading its amenities

Creating your own private-island paradise is doable, but it won't be easy, warns expert developer Doug Kulig.

By Bloomberg
FINTECH JUL 31, 2015
How your peers view robo-advisers

Advisers' answers to big questions about robo-advice

By Alessandra Malito
RETIREMENT PLANNING JUL 30, 2015
What Bobbi Kristina Brown's death can teach us about estate planning

The tragedy of Whitney Houston's daughter is even more heartbreaking because poor planning played such a critical role.

By by Danielle and Andy Mayoras
RETIREMENT PLANNING JUL 30, 2015
Warning: You may be overexposed to stocks in your retirement plan

Older workers may be taking on more risk than they realize, says Fidelity.

By Bloomberg
RETIREMENT PLANNING JUL 30, 2015
Trump sells NYC penthouse for $21M, 40% under initial list price

The five-bedroom, seven-and-a-half-bath Park Avenue apartment spanning the entire 24th floor has a private elevator, floor-to-ceiling windows, Italian brass doorknobs, marble baths and a windowed chef's kitchen.

By Bloomberg
Loomis Sayles' Dan Fuss says Fed stuck 'between a rock and a couple of hard places'
INDUSTRY NEWS JUL 30, 2015
Loomis Sayles' Dan Fuss says Fed stuck 'between a rock and a couple of hard places'

50-year market veteran says the global economic slowdown complicates the central bank's plan to raise interest rates.

By Bloomberg
Openness, transparency drawing investors to robo-advisers over Wall Street banks
FINTECH JUL 30, 2015
Openness, transparency drawing investors to robo-advisers over Wall Street banks

CEO of Personal Capital sees investors choosing new options over the old due to fee transparency, focus on customer's best interests

By Bill Harris
OPINION JUL 30, 2015
Analyzing Hillary Clinton's capital gains proposal

If the presidential candidate believes long-term capital gains should be rewarded because they will spur economic growth, she should seek to lower rates, not raise them.

By MFXFeeder
MLPs yield headaches for advisers who bought them for income
ALTERNATIVES JUL 30, 2015
MLPs yield headaches for advisers who bought them for income

Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.

By Trevor Hunnicutt
ETFS JUL 30, 2015
Pimco's brand takes a hit by advisers in wake of Gross exit but still ranks among top firms

New research finds the firm that Bill Gross built, then left, lost some favor with advisers over the last year. <i>(Don't miss the <a href=&quot;http://www.investmentnews.com/gallery/20150720/FREE/720009999/PH&quot; target=&quot;_blank&quot;>Top 10 most trusted mutual fund companies</a>.)</i>

By Trevor Hunnicutt
BROKER DEALERS JUL 30, 2015
Five broker-dealer execs no longer at Cetera

Top managers from First Allied and J.P. Turner have left the sprawling Cetera Financial Group broker-dealer network, with 9,600 registered reps and financial advisers. Whether the exits are part of a broader reorganization is unclear.

By Bruce Kelly
It's time to take a close look at your bond portfolio
RETIREMENT PLANNING JUL 29, 2015
It's time to take a close look at your bond portfolio

<i>Breakfast with Benjamin</i> We all know a rate hike is coming, and ignoring it is not a plan &amp;mdash; so the time is now to look at bond allocations.

By Jeff Benjamin
RETIREMENT PLANNING JUL 29, 2015
What you may not have realized about debt

Owing money can be both deadly and lucrative. Here's how to tell the difference.

By Bloomberg
INDUSTRY NEWS JUL 29, 2015
These people often get a car insurance break while others pay a penalty

Many insurers factor marital status into pricing, a new study finds.

By Bloomberg
RETIREMENT PLANNING JUL 29, 2015
Looking to buy a home? How you can win a bidding war without having the most cash

Polish your letter-writing skills and start kissing up to the sellers. Pie, anyone?

By Bloomberg
RETIREMENT PLANNING JUL 29, 2015
Feeling retirement stress? Some products offer guaranteed income stream

While not for everyone, Americans need a better understanding of annuities and other products that can provide them with steady income in retirement.

By Amy Podzius