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INDUSTRY NEWS JUN 16, 2015
Why you might want to ignore that new car financing deal

Those great-sounding loan terms aren't nearly so great for your wallet in the long run.

By Bloomberg
Exchange-traded funds to provide exposure to Saudi Arabian stock market
INDUSTRY NEWS JUN 16, 2015
Exchange-traded funds to provide exposure to Saudi Arabian stock market

The earliest access point will most likely be through inclusion in the MSCI Emerging Markets Index, according to one expert.

By Jeff Benjamin
Why this is an exceptional time to be investing in Europe
EQUITIES JUN 16, 2015
Why this is an exceptional time to be investing in Europe

Confluence of events make European companies extremely appealing for investors

By David Marcus
7 technology tricks advisers should be using
FINTECH JUN 16, 2015
7 technology tricks advisers should be using

Today, we can call our clients as we drive down the road and email them documents using the very same device we use to make phone calls.

By Bloomberg
Schwab announces money market fund updates in light of SEC's reform
MUTUAL FUNDS JUN 16, 2015
Schwab announces money market fund updates in light of SEC's reform

Firm joins slate of other managers adjusting retail and institutional money market funds to meet the new regulations borne out of financial crisis.

By Darla Mercado
REGULATION AND LEGISLATION JUN 16, 2015
Interactive Brokers ordered to pay $1.2 million arbitration award

In rare dissent, one arbitrator says other Finra panelists were swayed by sympathy, not the law.

By Mason Braswell
BlackRock's Larry Fink to top CEOs: Ignore investors and focus on the long term
INDUSTRY NEWS JUN 16, 2015
BlackRock's Larry Fink to top CEOs: Ignore investors and focus on the long term

Money manager tells 500 chief execs to adopt shareholder-friendly practices, sustainable returns.

By Bloomberg
Everything you need to know about setting up a private foundation
RETIREMENT PLANNING JUN 16, 2015
Everything you need to know about setting up a private foundation

Prospective donors will want to be ready to give both their money and their time.

By Darla Mercado
RETIREMENT PLANNING JUN 16, 2015
Establish a gifting strategy while you pull your taxes together

5 steps to help you decide what to give and to whom

By by Debbie Cox, Guest Contributor
PRACTICE MANAGEMENT JUN 16, 2015
NBA star Tim Duncan sues his financial adviser

Joining long list of pro athletes taken to cleaners by their adviser, all-star basketball player claims was pushed into investments that led to 'substantial loss.'

By Bloomberg
Roth 401(k) vs. traditional 401(k)? No contest
RETIREMENT PLANNING JUN 16, 2015
Roth 401(k) vs. traditional 401(k)? No contest

Retirement experts say the Roth version has it all over the old-school DC plan; employees still not converting, though

By John Goff
OPINION JUN 15, 2015
Thinking like a retiree is quite different than thinking like an investor

Retirement income planning is now established as a vital component of financial planning.

By Wade Pfau
Advisers' crucial role in constructing smarter portfolios to combat volatility
EQUITIES JUN 15, 2015
Advisers' crucial role in constructing smarter portfolios to combat volatility

Vital that investors understand the expanded tool set now available to handle market swings

By John Feyerer
Losing edge in ETFs, State Street turns to hedge funds
ALTERNATIVES JUN 15, 2015
Losing edge in ETFs, State Street turns to hedge funds

Firm is expanding hedge funds and alternative investment strategies that can be offered to individual investors, Ronald O'Hanley, the new chief of the the $2.45 trillion State Street Global Advisors.

By Bloomberg
MetLife files suit to fight 'too big to fail' status
EQUITIES JUN 15, 2015
MetLife files suit to fight 'too big to fail' status

<i>Breakfast with Benjamin</i>: The firm files suit against the Financial Stability Oversight Council, charging them with acting as 'judge, jury and executioner.'

By Jeff Benjamin
RETIREMENT PLANNING JUN 15, 2015
Don't miss out on the Roth 401(k)'s tax-free withdrawals

Few workers use the retirement plan despite its advantages and growing availability.

By Bloomberg
MUTUAL FUNDS JUN 15, 2015
Best- and worst-performing fixed-income mutual funds

By category, ranked by one year total returns

By Bloomberg
Questions to ask when considering a continuing care retirement community
RETIREMENT PLANNING JUN 15, 2015
Questions to ask when considering a continuing care retirement community

Advisers can help clients sort options for elderly housing based on cost and care differences.

By Liz Skinner
Social Security envisions a new tech-savvy future
RETIREMENT PLANNING JUN 15, 2015
Social Security envisions a new tech-savvy future

Agency embraces technology while juggling demand for increased face-to-face service.

By Mary Beth Franklin
Why it doesn't make sense to let clients borrow from their 401(k) plans
RETIREMENT PLANNING JUN 15, 2015
Why it doesn't make sense to let clients borrow from their 401(k) plans

<b>Breakfast with Benjamin:</b> Most Americans aren't sitting on 401(k) balances that they can afford to skim, yet an estimated 26% have loans outstanding.

By Jeff Benjamin