FINRA proposes BrokerCheck expansion
By Staff WriterThe Financial Industry Regulatory Authority (FINRA) announced Monday it's proposing a major expansion of its BrokerCheck service to make records of final regulatory actions against...
April 24, 2009
529 plans: The best and worst in Morningstar's annual studyA Morningstar analyst says 2008 was "terrible" for 529 plans. "In recent years, the industry made strides by lowering fees, improving investment options, and closing down...
April 24, 2009
Retirement org defends 401(k)sEmployer-sponsored retirement plans have been under lawmakers' radar recently, especially in regard to 401(k) fees, their ability to allow unbiased investment advice, and their strength...
April 23, 2009
Investors see bottom in second half of 2009Eighty-five percent of institutional investors surveyed by TheMarkets.com say they believe the market will bottom out before the end of the first half of 2010,...
April 23, 2009
Slump keeps boomer homeowners from movingStagnant moving rates and continued plummeting home sales indicate boomer homeowners aren't going anywhere anytime soon. Fitch Ratings estimates home prices will fall an additional 12.5...
April 23, 2009
Reports of their death are greatly exaggeratedFluorescent green yogurt with bits of cereal; sneakers with lights and sound effects. It's no secret, marketers traditionally target the younger set, those with disposable...
April 23, 2009
Credit where credit's due"Well, the last administration did it." I'm consistently amazed by this rationale offered by defenders of the current administration for blatantly wrong-headed moves. Rack up...
April 23, 2009
Just admit you don't knowOur friend and former columnist Christine Benz has a simple client strategy we seriously hope you're already employing. In the face of uncertainty, just admit...
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