UBS’ Advisor Production Tops Merrill’s (Again), as Q3 Profits Rise
UBS Wealth managers in the Americas have average annual fees and commissions of nearly $1.08 million.
Schwab to Unleash No-Fee Robo-Giant
Schwab Intelligent Portfolios for retail investors with as little as $5,000 are set to come early next year, followed by an RIA version.
Helping Retirees Dodge the Medicare Income-Based Surcharge
You can alter a client’s investments to generate income that is excluded from Medicare’s income calculation, but the time to plan is now.
Bob Rodriguez: New Great Recession Coming in 3 Years
The country is treading a tenuous path toward another disaster of massive proportions, according to legendary fund manager Bob Rodriguez.
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.
The Right Hedge for Retirement
A look at hedge funds and annuities.
4 More Annuity Answers Investors Need to Know
NAFA has released a paper that helps advisors answer clients' most important annuity questions.
Former PIMCO Parent Pacific Life Moves Accounts to Janus
Pacific Life is moving some money to Bill Gross’ new firm, Janus, which said the decision pre-dated Gross’ exit.
Fiduciary Rule to Snag BDs on IRA Rollovers
The DOL is likely to hold broker-dealers who chase IRA rollovers to the same fiduciary standards retirement advisors must meet, ERISA attorney Fred Reish says.
10 States With Most Advisors Headquartered
Most investment advisory firms’ main offices are concentrated in relatively few states, with distribution likely driven by access to financial markets, population and net worth.