UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.
Fidelity Merges Clearing and Custody Arms; Launches Tech Unit
The combination of National Financial and Fidelity Institutional Wealth Services is five years in the making. Fidelity Wealth Technologies will be led by Mike Durbin.
Elderly Spend Nearly 20% of Income on Health Care: EBRI
The average yearly out-of-pocket cost of health care for seniors 85 and older is $6,603 per household, according to a comprehensive national study.
LPL Beats Q4 Estimates, Tops 14,000 Reps
Earnings improved 9% on strong asset growth and RIA-related results, as well as lower compensation costs.
Broker Movement May Well Have a Banner Year in 2015
Recruiting packages likely won't get any better, and watch for the continuing rise of the "Super Independents."
5 Hot Retirement Planning Topics for 2015
QLACs and split 401(k) rollovers are just two of the top retirement planning trends that your clients need to be aware of.
What Advisors Can Learn From the Sony Hack
The destructive hack has implications for all sorts of businesses, including your clients’—and yours.
Longevity Annuities: Their Time Has Come
New rules open a landscape of possibilities for retirees to draw income in their 80s and beyond, Michael Finke writes.
Health Care in Retirement: How to Help Clients Plan
Financial advisors take a growing role in optimizing clients’ health care spending.
The Tax Extender Benefits for Your Clients
Here’s what you need to know about the tax extender provisions that Congress made retroactively relevant for 2014.