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Wealth managers' mobile apps aren't sophisticated: study
FINTECH JUN 23, 2015
Wealth managers' mobile apps aren't sophisticated: study

Mobile apps fail to serve high-net-worth clients effectively or offer the functionality they're looking for.

By Alessandra Malito
Fund family with 25% women managers far exceeds industry average
INDUSTRY NEWS JUN 23, 2015
Fund family with 25% women managers far exceeds industry average

Dodge & Cox most female-friendly on Morningstar list.

By Liz Skinner
Help clients before they become the family bank
RETIREMENT PLANNING JUN 23, 2015
Help clients before they become the family bank

Develop a strategy to navigate family financial dynamics and protect retirement savings.

By David Baxter
A portfolio strategy that goes all in for alts to dial down market risk
EQUITIES JUN 23, 2015
A portfolio strategy that goes all in for alts to dial down market risk

Altegris founder launches new model likely to draw naysayers (who will be singing a different tune when the market corrects)

By Jeff Benjamin
Latest twist on the annuity hits the market
LIFE INSURANCE AND ANNUITIES JUN 23, 2015
Latest twist on the annuity hits the market

Natixis launching 'retirement spending account' through advisers; other companies expected to follow with me-too products.

By Bloomberg
RETIREMENT PLANNING JUN 23, 2015
An adviser's retirement income software toolbox

Software that helps with issues ranging from health care costs to tax-efficient withdrawal strategies

By Mark Schoeff Jr.
Regulatory burdens top adviser business concerns
PRACTICE MANAGEMENT JUN 23, 2015
Regulatory burdens top adviser business concerns

Advisers also worry about attracting new clients in the future, survey shows

By Liz Skinner
Exclusive: Schwab robo-adviser crosses half-billion dollar mark
RIAS JUN 23, 2015
Exclusive: Schwab robo-adviser crosses half-billion dollar mark

Retail investors respond in large numbers to the Intelligent Portfolios offering.

By Trevor Hunnicutt
Royal Alliance to pay $1.4 million over nontraded REIT, VA sales
ALTERNATIVES JUN 22, 2015
Royal Alliance to pay $1.4 million over nontraded REIT, VA sales

Award is tied to string of cases brought by retirees who said a broker placed them in unsuitable investments.

By Mason Braswell
PRACTICE MANAGEMENT JUN 22, 2015
No bull: Why it's a good idea to risk everything

The United Capital chief recounts the lessons he's learned from running with the bulls in Pamplona over the past four decades.

By Joe Duran
PRACTICE MANAGEMENT JUN 22, 2015
How to make better decisions for you and your clients

Greece shows how bad decisions can add up to create a nightmare.

By Joe Duran
The world braces for a slower Chinese economy
EQUITIES JUN 22, 2015
The world braces for a slower Chinese economy

<i>Breakfast with Benjamin</i>: A weakening China will show the world how much it is really hooked on the Chinese economy.

By Jeff Benjamin
RETIREMENT PLANNING JUN 22, 2015
When it comes to retirement savings, millennials blow past boomers

Hindsight and grit make millennials a financially savvy generation.

By Jeff Benjamin
RETIREMENT PLANNING JUN 22, 2015
A retirement plan from the guy who teaches retirement income planning

The American College's David Littell lays out his goals and strategies and finds that sometimes, it's not as easy in real life as on paper.

By Bloomberg
Top 10 401(k) plans among the biggest S&P 500 companies
RETIREMENT PLANNING JUN 22, 2015
Top 10 401(k) plans among the biggest S&P 500 companies

Employers often match part of workers' before-tax contributions to 401(k)s, but some plans are more generous than others.

By Bloomberg
REGULATION AND LEGISLATION JUN 22, 2015
Ex-NFL player left out in the cold after $2 million award

A former Green Bay Packers starter is unlikely to recoup funds lost from Resource Horizons, a firm that's already racked up more than $4 million in unpaid damages. <i>(More: <a href=&quot;http://www.investmentnews.com/gallery/20130812/FREE/812009998/PH/athletes-vs-advisers&quot; target=&quot;_blank&quot;>7 famous athletes who claimed they were duped by advisers</a>)</i>

By Mason Braswell
OPINION JUN 21, 2015
SEC wants input on ETPs

By MFXFeeder
When it comes to retirement savings, millennials blow past boomers
RETIREMENT PLANNING JUN 20, 2015
When it comes to retirement savings, millennials blow past boomers

Hindsight and grit make millennials a financially savvy generation

By Jeff Benjamin
Lawmakers consider lower tax rate for intellectual property housed in the U.S.
RETIREMENT PLANNING JUN 19, 2015
Lawmakers consider lower tax rate for intellectual property housed in the U.S.

The idea &amp;mdash; known as a patent box or innovation box &amp;mdash; would help companies trying to maintain low tax rates they've achieved by booking income in overseas tax havens.

By Bloomberg
INDUSTRY NEWS JUN 19, 2015
Three must-read books to inform your gold investments

If you're going to argue about gold, then you should at least understand it.

By Bloomberg