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Republican tax break pruning complicates extensions outlook
Debate continues over more than $30 billion in so-called tax extenders, such as the research and development tax credit and the ability for financial services companies to defer taxation on income earned outside the U.S.
There are 22 jobs better than financial adviser right now
Last week, U.S. News & World Report released its 25 best jobs of 2012 ranking, and we couldn't help but notice that 'financial adviser' cracked the list.
Suddenly, UBS and McCann have ‘mo
Turnaround at UBS Wealth Management Americas in progress; 'seemed lost a few years ago'
Editorial: A call for sunlight – with protections
PROVED TO BE TRUE time and again, Justice Louis Brandeis’ statement that “sunlight is the best disinfectant” has…
Low rates pressure financial adviser income
The Federal Reserve's commitment to keep interest rates at record low levels may be helping the economy, but…
Mix masters? Advisers getting better at optimizing client rosters
AUM down in 2011, but production up; 'focusing more on their larger accounts'
Charles Goldman tells indie advisers: ‘Wind is at your backs’
Plenty of business for the taking, says ex-head of Schwab Advisor Services; 'a lot of meat on the bone'
Viva Puerto Rico
In a sort of reverse “West Side Story,” Puerto Rico is hoping to lure back natives as well…
Advisers who went indie say the move has paid off: Fidelity
In a survey of 173 advisers who went independent in the past five years, 76% said they are better off financially because of the move.
TD’s Bradley: $340B in breakaway pipeline
TD Ameritrade's Tom Bradley sits down with InvestmentNews deputy editor Frederick P. Gabriel Jr.
Expiring surrender charges force clients to make tough choices
Mitchell Kauffman is getting ready to go annuity shopping. Mr. Kauffman, managing director of Kauffman Wealth Services Inc.,…
How RIAs are using interns
In recent weeks, since InvestmentNews announced the launch of our Next Generation initiative, I have had a number of conversations about internships and how different types of advisory firms and brokerages actually use interns.
Holding the line on prices is key to profitability
Advisers need to fight the temptation to cut the fees they charge their clients.
Deutsche deal would add dramatically to Guggenheim’s asset collection
Acquisitive firm the last bidder standing for Deutsche Bank's U.S. asset management businesses; purchase would quintuple AUM
Shareholders Service boss: We’re not for sale
Shareholders Service Group Inc. isn’t for sale, according to Peter Mangan, chief executive of the small custodian.
Setting a standard for financial literacy
PUTTING ASIDE THE IRONY of a debt-laden and spendthrift federal government's launching yet another initiative to raise Americans'…
Adviser charged in murder-for-profit scheme
Daniel E. Becerril II arrested Friday, slapped with four felony charges including murder.
Decision to keep rates low could hurt interest in annuities
Reduced commissions for agents, more tweaking to annuities and lower profitability could be in store for life insurers…
High dividend taxes hurt the nation
President Barack Obama's proposed 2013 budget should be worrisome to all investors, especially those who rely on dividend-paying…
Merrill team jumps ship, signs with Focus Financial
A team of Merrill Lynch Wealth Management advisers, frustrated with new rules at Mother Merrill preventing them from…
