News

Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth

Thursday, October 01, 2020 | 2:00 PM ET

COVID-19 leads some to say they will work in retirement: Survey

Most people have not stopped saving for retirement, but more are saying they will stay on the job past the traditional retirement age

The post COVID-19 leads some to say they will work in retirement: Survey appeared first on InvestmentNews.

DOL advice proposal criticized by both sides at hearing

Fiduciary status test draws criticism for creating loopholes, casting net too widely

The post DOL advice proposal criticized by both sides at hearing appeared first on InvestmentNews.

Annuities in coronavirus slump as VAs draw regulatory and academic scrutiny

Sales are tumbling and gravitating to different products as Wells Fargo settles a FINRA case and researchers examine the defunct fiduciary rule.

More PPProblems With IRS Notice 2020-32

Payroll protection plan deduction disallowance based on alternative reimbursement theory.

[TE Non Subscribers] 2020 Election: Planning for a Potential Change in Administration

Wednesday, September 16, 2020 | 2:00 PM ET

Merrill team with $1.4 billion joins RBC

Boca Raton, Florida-based Glasband Stempel Wealth Management includes five advisers

The post Merrill team with $1.4 billion joins RBC appeared first on InvestmentNews.

Five Reasons Your Grid Payout Doesn't Matter

Why that percentage number should not be the be-all-and-end-all of your career.

Why ROI is the wrong metric for guaranteed income

Comparing annuities to traditional assets and focusing on rates of return undermines the value they provide

The post Why ROI is the wrong metric for guaranteed income appeared first on InvestmentNews.

Tech shares post biggest decline since June

The Nasdaq 100 fell as much as 5.4% as Apple, Tesla and Amazon all sank

The post Tech shares post biggest decline since June appeared first on InvestmentNews.

Stocks Are Cheap If Fed Controls the Yield Curve

The bond market helps put the relentless equities rally into some tangible context.

Darkest Quant Fears Ring True in $1 Trillion World of Smart Beta

According to a new study, hundreds of strategies that showed significant outperformance in backtesting are failing to live up to their hype once they are packaged up and sold as exchange-traded funds.

Darkest Quant Fears Ring True in $1 Trillion World of Smart Beta

According to a new study, hundreds of strategies that showed significant outperformance in backtesting are failing to live up to their hype once they are packaged up and sold as exchange-traded funds.

New York City Warehouse Storing Million-Dollar Art to Shut Down

The building, named Arcis, includes 110,000-square-foot of space and security features such as retina scanning.

Robinhood Probed by SEC Over Payments From High-Speed Traders

The Securities and Exchange Commission scrutiny is focused on Robinhood’s disclosures prior to 2018, when the company altered its website to make information on how it earned money easier to find.

What the CARES Act and new IRA provisions mean for your clients

A comprehensive guide to how these provisions affect retirement plans

Hybrid managing $200 million switches to LPL from Cadaret Grant

Murphy Financial Advisors in Amarillo, Texas, also affiliates with Happy State Bank

The post Hybrid managing $200 million switches to LPL from Cadaret Grant appeared first on InvestmentNews.

Video: How to Begin Building a Tech Stack in Wealth Management

Teri Shepherd, President, Carson Wealth describes how to implement technology to the best of your advantage.

Exclusive: This Is the First Time Ever This RIA Giant has Spoken at a Finance Conference

Creative Planning's Peter Mallouk made his first-ever conference appearance at Wealth/Stack in 2019.

Video: Using ETFs to Solve Everyday Problems

Richard Powers, Head of ETF Product Management, Vanguard is confident that ETFs are a great investment product for investors.