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Site Map for September 2015
Date
Title
Sep 30, 2015
More employees enroll in health savings accounts, 401(k)s
Sep 30, 2015
Employees enrolling in health savings accounts, 401(k)s more than ever: report
Sep 30, 2015
Health care costs for retired couples climb 11% over 2014: Fidelity
Sep 30, 2015
Franklin Templeton's Hasenstab says assets are cheap, bets big on emerging markets
Sep 30, 2015
Five steps to becoming a thought leader on LinkedIn
Sep 30, 2015
Everything you need to know about the new chip in your credit card
Sep 30, 2015
Who is wealthier — entrepreneurs or salaried workers?
Sep 30, 2015
Health benefits: Here's what you need to know to make the most of them
Sep 30, 2015
High salaries, low cost of living make 'Silicon Prairie' a beacon for tech job growth
Sep 30, 2015
Government shutdown averted but Congress sets itself up for another showdown
Sep 30, 2015
Two Schorsch REITs cancel liquidity events
Sep 30, 2015
Wagner bill to stop DOL fiduciary up for a vote this week
Sep 30, 2015
New research shows 401(k) plans produce same level of asset accumulation as traditional pensions
Sep 30, 2015
More advisers are gaining new clients through social media
Sep 30, 2015
Social Security filing tip: Don't let clients file early
Sep 30, 2015
If Obama holds firm, here's what the DOL fiduciary rule will end up looking like
Sep 29, 2015
DOL poised to advance final fiduciary rule
Sep 29, 2015
Legislation to replace DOL fiduciary could be tied to must-pass bill to keep government open
Sep 29, 2015
BlackRock proposes shutting stock market down when volatility spikes
Sep 29, 2015
Hedge fund marketers have independent advisers in their sights
Sep 29, 2015
The details you don't know about Social Security but should
Sep 29, 2015
Top 10 U.S. cities for first-time homebuyers
Sep 29, 2015
Some qualified women aren't getting the promotion because they don't want it
Sep 29, 2015
Robo-adviser debate takes center stage at FPA gathering
Sep 29, 2015
TD Ameritrade weighs charging fund companies on its commission-free ETF platform
Sep 29, 2015
House Democrats seek changes to DOL fiduciary rule
Sep 29, 2015
Which alternatives ETFs won and lost during the market's bout of volatility
Sep 29, 2015
So advisers have access to more data – now what?
Sep 29, 2015
UBS hit with $2.5 million award in Puerto Rico case
Sep 29, 2015
Edward Jones' proprietary funds are outselling nearly all active managers
Sep 29, 2015
Wirehouses open doors to advisers who left
Sep 28, 2015
SEC cracks down on advisers' access to clients' outside accounts
Sep 28, 2015
Seniors squeezed by no Social Security increase
Sep 28, 2015
Seniors squeezed by no Social Security increase
Sep 28, 2015
Jackson National to offer DoubleLine smart beta fund in VAs
Sep 28, 2015
Senate avoids shutdown in last-ditch effort
Sep 28, 2015
How millennials can balance debt reduction and retirement savings
Sep 28, 2015
Biotech beat down weighs on the markets
Sep 28, 2015
This rock-climbing gym wants to disrupt your work-life balance for the better
Sep 28, 2015
Social Security rules for divorced spouses are complex — here's what you need to know
Sep 28, 2015
State regulators, Finra, SIFMA propose fee disclosure model for brokers
Sep 28, 2015
Complex Social Security rules for divorced spouses
Sep 28, 2015
Guggenheim's fixed-income shop shaping up to be next bond kingdom
Sep 28, 2015
Gross pushes Fed to lift rates, says Americans 'cooked alive' as central bankers dally
Sep 28, 2015
Wells Fargo lands two Morgan Stanley teams with $1 billion combined
Sep 28, 2015
Dimensional Fund Advisors posts 77th consecutive month of positive sales
Sep 28, 2015
Social Security benefits for remarried widows and widowers
Sep 28, 2015
Now there's a robo-adviser just for female investors
Sep 28, 2015
In the wake of BlackRock's FutureAdvisor deal, which independent robo-adviser will be bought next?
Sep 28, 2015
Ameriprise relaunches Columbia Management as Columbia Threadneedle Investments
Sep 27, 2015
Gen X lags boomer generation in retirement savings: Study
Sep 27, 2015
Is there anything left to automate?
Sep 27, 2015
Increase SEC exams of RIAs
Sep 27, 2015
Breaking away for the wrong reason
Sep 25, 2015
What happens if banks make it harder to obtain client data?
Sep 25, 2015
Dead-broke millennials will bring in higher fees than sought-after boomers
Sep 25, 2015
Morningstar to acquire automated portfolio rebalancing firm Total Rebalance Expert
Sep 25, 2015
High-frequency traders offer three solutions to solve ETF trouble when volatility spikes
Sep 25, 2015
Can games of chance encourage people to save more?
Sep 25, 2015
Financial advisers get more tools for navigating the liquid alts space
Sep 25, 2015
SEC seeks to prevent damage from runs on mutual funds, ETFs
Sep 25, 2015
SEC nails advisory firm for cybersecurity failure before data breach
Sep 25, 2015
Why closed-end funds are more appealing during market turmoil
Sep 25, 2015
How Nick Schorsch lost his mojo
Sep 25, 2015
Fears about rising college costs present an opportunity for advisers
Sep 25, 2015
Microsoft's new email filter Clutter gets thumbs-down
Sep 25, 2015
Groups opposing DOL fiduciary rule step up lobbying spending
Sep 25, 2015
Envestnet is the industry's 800-pound tech gorilla
Sep 25, 2015
Should the Financial Planning Coalition support the DOL's fiduciary proposal?
Sep 25, 2015
Schwab adds 18 more funds to its commission-free ETF platform
Sep 24, 2015
SEC using 'flawed metrics' to report enforcement actions
Sep 24, 2015
The Fed tosses out another teaser that rates could still be hiked this year
Sep 24, 2015
How Warren Buffett helped this car dealer turned billionaire
Sep 24, 2015
Is money keeping you up at night?
Sep 24, 2015
Chamber calls on SEC to reform use of in-house judges
Sep 24, 2015
B-D mulls its options after major arb award
Sep 23, 2015
Vanguard knocks Fidelity from top spot of DC assets ranking after decades-long run
Sep 23, 2015
Robo-advisers make it easier for human advisers to show their true value
Sep 23, 2015
States should have flexibility in crafting workplace-based retirement plans: GAO
Sep 23, 2015
Cash rises above stocks and bonds
Sep 23, 2015
Transamerica to buy Mercer's defined-contribution record-keeping business
Sep 23, 2015
It's not too early to start preparing for mutual fund capital gains taxes
Sep 23, 2015
Which careers have given workers the highest pay growth?
Sep 23, 2015
Want to find a new job or start a business? Try an online course
Sep 23, 2015
Adviser independence no longer synonymous with ownership
Sep 23, 2015
Bond manager Gross: Mainstream investors being 'slowly cooked alive'
Sep 23, 2015
NextCapital takes on competing retirement robos with 401(k) account aggregation
Sep 23, 2015
Activist investor takes 6% stake in LPL Financial, sending stock higher
Sep 23, 2015
When interest rates rise, alternative strategies have chance to shine for income, diversification
Sep 23, 2015
New ETFs make slicing up the S&P by sector easier
Sep 23, 2015
How to shop smart during Medicare annual enrollment
Sep 23, 2015
Merrill fires back at $870 million defectors
Sep 23, 2015
Michael Kitces' weekend reading for financial advisers
Sep 23, 2015
401(k) advice gap presents opportunity for advisers
Sep 23, 2015
The importance of getting clients comfortable with talking about their money
Sep 23, 2015
If you build your own robo, will clients come?
Sep 23, 2015
It takes an ecosystem to ward off cyberattacks and protect client information
Sep 22, 2015
Texas securities regulator cracks down on firm selling pension streams
Sep 22, 2015
3 allocation strategies that can help clients navigate through volatility
Sep 22, 2015
What advisers should know about managed-futures funds
Sep 22, 2015
Best-performing ETF of last 10 years is up 420%
Sep 22, 2015
Papal visits have become precursors to stock market pullbacks
Sep 22, 2015
One-third of employers give even the worst performers bonuses
Sep 22, 2015
Good omen? Mortgage borrowing has bounced back
Sep 22, 2015
Here's what would happen if the richest person in every country gave all their money to the poor
Sep 22, 2015
The Federal Reserve's focus on global economic strength radically alters the rate-hike odds
Sep 22, 2015
Adviser's Consultant: Hiring the best employees requires teamwork
Sep 22, 2015
Betterment to become first major robo-adviser to offer 401(k) plans to employers
Sep 22, 2015
Stick to your buy-and-hold strategy – especially when it's tested by market volatility
Sep 22, 2015
Were volatility strategies to blame for the August drop in stocks?
Sep 22, 2015
Why a big market decline won't kill the robo
Sep 22, 2015
Hackers have a backdoor way into your system
Sep 22, 2015
State regulators work on uniform approach to elder financial abuse
Sep 22, 2015
State officials to flag brokers with disciplinary history selling insurance
Sep 22, 2015
State regulators to require continuity plans
Sep 21, 2015
Docupace makes move to buy back stake from RCS Capital
Sep 21, 2015
Pimco names Bernanke to new advisory board
Sep 21, 2015
Buyout spree looms as discounts in U.S. real estate stocks deepen
Sep 21, 2015
The world's second richest-person closes in on top slot
Sep 21, 2015
Economist sees widening inequality due to tax policy, evasion
Sep 21, 2015
Rental affordability is poised to get much worse
Sep 21, 2015
Goldman Sachs faces stiff competition as it breaks into hot ETF market
Sep 21, 2015
What do the wealthy really want?
Sep 21, 2015
Successful go-anywhere bond funds kept bets in check – but was performance due to skill or luck?
Sep 21, 2015
How to help clients cope when markets get scary
Sep 21, 2015
The countdown for DOL to advance its fiduciary rule ticks loudly
Sep 21, 2015
Advisers: Quit talking to and about each other on social media
Sep 21, 2015
Morgan Stanley data breach focus shifts to hackers from adviser
Sep 20, 2015
Exit fees in times of market stress: A solution in search of a problem
Sep 20, 2015
The latest data on life insurance companies and long-term-care providers
Sep 20, 2015
7 risks for retirement income planning
Sep 18, 2015
More distressing news for the 'Diva of Distressed' Lynn Tilton
Sep 18, 2015
The rise and fall of commodities puts some advanced economies on the ropes
Sep 18, 2015
Why the upward trend for stocks is no more
Sep 18, 2015
A hands-off investment approach is best — even in volatile markets
Sep 18, 2015
Interest rate rise could touch off volatility in bonds, says JP Morgan's Dimon
Sep 18, 2015
Federal Reserve holds rates at zero; some advisers call it a lost opportunity
Sep 18, 2015
SEC ship won't become a speedboat in wake of Gallagher departure
Sep 18, 2015
LPL says competitors could be on hot seat with regulators
Sep 18, 2015
Roth IRAs: Supersaving for college
Sep 17, 2015
First Goldman Sachs ETFs are cheaper than some from Vanguard
Sep 17, 2015
The Fed sets the stage for a December tantrum
Sep 17, 2015
Many investors already getting ready for Fed rate hike
Sep 17, 2015
One year later, a dispatch from the retirement front
Sep 17, 2015
What would rising interest rates mean for you?
Sep 17, 2015
Can consumers break the credit habit?
Sep 17, 2015
ETFs in spotlight as exchanges, regulators seek fix after August volatility
Sep 17, 2015
Advisers need to brush up on plan participants' risks when taking lump sum distributions
Sep 17, 2015
How a weekend client raid blew up and a brokerage battle went public
Sep 17, 2015
Advisers say the Fed is too focused on the markets instead of the economy
Sep 17, 2015
Market-cap-weighted ETFs: Not always what they're cracked up to be
Sep 17, 2015
Finra cracks down on 'cockroach' brokers
Sep 17, 2015
Cantor Wealth loses third exec this year
Sep 17, 2015
Envestnet completes first stage of Finance Logix integration
Sep 17, 2015
Which adviser designations yield the highest pay?
Sep 17, 2015
Adviser's Consultant: What it takes to retain women advisers
Sep 17, 2015
Jeffrey Gundlach's DoubleLine opens its first alternatives fund
Sep 16, 2015
Winklevoss twins call on advisers to get on bitcoin bandwagon but they're not budging
Sep 16, 2015
Advisers must go beyond the three Fs to compete for retirement-plan business
Sep 16, 2015
Unique 401(k) modeling app ups BlackRock's value-add for advisers
Sep 16, 2015
Janet Yellen faces off with the 'Greenspan trap'
Sep 16, 2015
Who's winning the economic recovery? The richest Americans
Sep 16, 2015
Senior savers play waiting game to reap benefits from Fed rate increases
Sep 16, 2015
Former Morgan Stanley broker in Post-it notes insider trading case pleads guilty
Sep 16, 2015
CEO on leadership: Stay cheerful even when faced with challenges
Sep 16, 2015
Mutual funds could charge for withdrawals during periods of high volatility under SEC proposal
Sep 16, 2015
Deutsche Bank say the Fed should not raise rates
Sep 16, 2015
Federal Reserve interest rate hike unlikely to roil financial markets
Sep 16, 2015
How to build a 401(k) business from scratch
Sep 16, 2015
Worst-case scenario for Medicare premium hike in 2016
Sep 16, 2015
Advisers remain loyal to American Funds through ups and downs
Sep 15, 2015
Vacation planning pays off for advisers
Sep 15, 2015
Franklin Templeton posts worst fund outflows in decades
Sep 15, 2015
Even affluent parents can tap into financial aid to lower the cost of their children's college
Sep 15, 2015
Newest robo-adviser targets female investors
Sep 15, 2015
Be sure to address these legal issues before sending your kids off to college
Sep 15, 2015
Fired by Merrill, now barred by Finra: Thomas Buck stops here
Sep 15, 2015
J.P. Morgan turns to Schwab to sell passive funds
Sep 15, 2015
Regulators zero in on protecting elderly investors
Sep 14, 2015
Financial advisers to investors: Think of retirement as '35 years of unemployment'
Sep 14, 2015
Advisers tell clients: Think of retirement as '35 years of unemployment'
Sep 14, 2015
A bucket strategy for retirement
Sep 14, 2015
This art dealer is making collecting cool again
Sep 14, 2015
Too young for a will? Think again
Sep 14, 2015
Why financial advisers shouldn't ignore millennials
Sep 14, 2015
A different kind of goal: Three business lessons from the hockey rink
Sep 14, 2015
IBDs, wirehouses drive second-largest sales quarter for fixed indexed annuities
Sep 14, 2015
Dimensional, John Hancock in partnership to build their first ETFs
Sep 14, 2015
What draws women advisers to certain IBDs
Sep 13, 2015
Use reverse mortgages, but only in unique circumstances
Sep 13, 2015
Dispatch from the retirement front – one year later
Sep 13, 2015
In times of turmoil, investment policy statement is key
Sep 13, 2015
Look before you leap. A cliché, but...
Sep 13, 2015
Scale tips in favor of employee advisers
Sep 12, 2015
BlackRock replaces Porcelli as head of U.S. wealth advisory business
Sep 11, 2015
Cetera Financial on the block?
Sep 11, 2015
RCS Capital cuts due diligence team at Cetera Financial
Sep 11, 2015
UBS scoops up $1.3 billion Merrill private banking team
Sep 11, 2015
Stubborn software vendors buck integration trend, for now
Sep 11, 2015
New financial planning software tries to win market share in a crowded field
Sep 11, 2015
Mutual funds may start charging you for cashing out during periods of market stress
Sep 11, 2015
Why millennial super savers are putting away 15% of their salaries
Sep 11, 2015
Millennial super savers socking away at least 15% of their incomes
Sep 11, 2015
Daily fantasy football getting better at separating players from their money
Sep 11, 2015
Smart-beta upstart goes after the big boys wielding lower fees as a weapon
Sep 11, 2015
Fired $2.5 billion Merrill adviser finds home at Wells Fargo
Sep 11, 2015
Financial planning software startup closes its doors
Sep 11, 2015
How are you handling your clients during the market's turmoil?
Sep 11, 2015
Franklin Templeton billionaire escapes contentious lawsuit
Sep 11, 2015
5 tips to boost advisers' productivity
Sep 11, 2015
Effectively communicating with clients separates advisers from algorithms
Sep 10, 2015
Goldman Sachs warning as Treasuries seesaw: Markets are unprepared for Fed's interest-rate decision
Sep 10, 2015
State Street adds two currency-hedged ETFs as competition heats up
Sep 10, 2015
It's decision week for Federal Reserve: Will they raise rates?
Sep 10, 2015
New adviser course will target clients' behavioral finance issues
Sep 10, 2015
Goldman Sachs goes low cost in bid to attract investors to ETFs
Sep 10, 2015
The futures market still isn't buying into a Fed rate hike
Sep 10, 2015
Is work the new retirement?
Sep 10, 2015
How a Roth IRA conversion can supercharge your retirement savings
Sep 10, 2015
Dizzying number of mobile startups may be cause for concern
Sep 10, 2015
Market volatility puts spotlight on tax-planning strategies
Sep 10, 2015
OppenheimerFunds in deal for fund firm that creates smart-beta ETFs
Sep 10, 2015
Four steps advisers should take to serve professional athletes
Sep 10, 2015
Buy-and-hold strategy tested by market volatility
Sep 10, 2015
Vanguard, once thwarted, launches a muni-bond rival to BlackRock's iShares
Sep 10, 2015
DoubleLine's Gundlach outperforms Loomis' Fuss and Janus' Gross in recent market rout
Sep 10, 2015
Many advisers are moving on from Apple to adopt another tablet brand
Sep 10, 2015
Muni bonds are poised to shine as rates move higher
Sep 10, 2015
AMG subsidiary acquires $7 billion RIA focused on high-net-worth clientele
Sep 10, 2015
Retirement income innovations aim to ease longevity's strain on assets
Sep 09, 2015
What advisers like and fear in Trump's tax plan
Sep 09, 2015
Merrill loses $800 million private banking team
Sep 09, 2015
Daily fantasy football getting better at separating players from their money
Sep 09, 2015
Which law schools offer the biggest tuition discounts?
Sep 09, 2015
How late-life remarriages complicate Social Security benefits
Sep 09, 2015
The most important lessons for investors from August's stock market mayhem
Sep 09, 2015
Put your bond manager to the liquidity test
Sep 09, 2015
Big-name advisers jump into data aggregation arena to back Quovo
Sep 09, 2015
Dynasty trust planning: A tax-efficient way to manage wealthy families' assets
Sep 09, 2015
Alex Rodriguez and the Federal Reserve rewrite history
Sep 09, 2015
OppenheimerFunds says Puerto Rico can pay its debts; governor says no
Sep 09, 2015
More advisers simulating SEC exams to expose gaps before regulators come knocking
Sep 08, 2015
Why you need a project plan when bringing on new technology
Sep 08, 2015
How to up your video game
Sep 08, 2015
Social Security tip: Don't file early unless absolutely necessary
Sep 08, 2015
Succession planning through the eyes of a client
Sep 08, 2015
The case for ignoring all the e-mails you miss on vacation
Sep 08, 2015
5 ways to make sure family runs your company in the future
Sep 08, 2015
Risk parity: The real culprit behind the market's madness
Sep 08, 2015
Advisers scramble to head off sticker shock from clients over ugly August account statements
Sep 08, 2015
Fed officials moving toward rate increase but still looking for wage gains
Sep 08, 2015
NextShares wins its first adviser platform partner with Envestnet
Sep 08, 2015
CFA Institute reveals pass rate for June Level III exam sank to 53%
Sep 08, 2015
Why a federal judge tossed out the Camardas' case
Sep 08, 2015
I took the test, I talked the talk. Now you can call me a CFP!
Sep 08, 2015
Legg Mason wants to build 'better' ETFs
Sep 08, 2015
How partisan politics have poisoned the SEC
Sep 07, 2015
Advisers can demonstrate value proposition with downside protection to calm investors' volatility fears
Sep 06, 2015
Obama executive order requires use of earlier tax returns on college aid forms
Sep 06, 2015
Cash in spotlight amid sell-off
Sep 06, 2015
We must reform ourselves before the regulators do it for us
Sep 06, 2015
Biggest factors impacting what clients pay for college
Sep 05, 2015
If August was bad, September could be worse for the markets
Sep 04, 2015
Pimco minus Bill Gross equals outflows
Sep 04, 2015
The next REIT privatization wave is underway
Sep 04, 2015
Federal Reserve may wait a long time for second rate hike
Sep 04, 2015
Would you pay $22,000 for a top-of-the-line espresso machine?
Sep 04, 2015
Edmond Walters, founder and CEO of eMoney Advisor, steps down
Sep 04, 2015
Pension giants out of sync with alternative investments
Sep 04, 2015
Ohio firm's secret – go where the clients are
Sep 04, 2015
Fidelity throws its weight behind longevity annuities
Sep 04, 2015
Health care costs can derail retirement plans
Sep 04, 2015
How advisers can benefit as the cost of private-equity investing is driven down
Sep 04, 2015
Massachusetts' Galvin to investigate alternative fund sales by advisers
Sep 03, 2015
Advice-industry leaders welcome Ryan's focus on getting things done in Congress
Sep 03, 2015
Advisers warned federal government shutdown could cause more market volatility
Sep 03, 2015
Playing volatility with ETFs a risky game
Sep 03, 2015
Fidelity's Durbin to eMoney clients: Nothing is changing
Sep 03, 2015
Investment manager who bilked $43 million from ex-Red Wings star Sergei Fedorov convicted
Sep 03, 2015
With Congress back Tuesday, get ready for a fiduciary fight
Sep 03, 2015
This startup is trying to put an end to used-car lots by driving right to your door
Sep 03, 2015
How you can get the best millennials to work for you
Sep 03, 2015
Ask the Adviser: Should you pay off your mortgage as you enter retirement?
Sep 03, 2015
Post-crash behavior will lead to Dow 20,000
Sep 03, 2015
Some investors look to buy as stock market enters correction
Sep 03, 2015
The biggest market risk right now might be trying to time this market
Sep 03, 2015
Wild market ride creating entry points for long-term investors
Sep 03, 2015
Orion, Advizr integration ramps up competition among financial-planning software providers
Sep 03, 2015
Latest Obamacare ruling could spark a sell-off in health care sector stocks
Sep 03, 2015
The latest ranking of independent broker-dealers by rep head count
Sep 03, 2015
Integration is the next big thing
Sep 02, 2015
Finra arbitration panel orders UBS to pay for damages over Puerto Rico bond losses
Sep 02, 2015
In Puerto Rico, a good thing gone bad for UBS
Sep 02, 2015
Puerto Rico outlines plan to clear higher debt-restructuring hurdles
Sep 02, 2015
No career without technology
Sep 02, 2015
LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year
Sep 02, 2015
Pension giant CalSTRS ponders dumping $20B in stocks and bonds in favor of alt strategies
Sep 02, 2015
First crowdfunded condos in Manhattan to be unveiled
Sep 02, 2015
More employees are going back to their old jobs — here's why
Sep 02, 2015
Flash crashes make headlines but have little economic impact: Citigroup
Sep 02, 2015
How to think about alternatives
Sep 02, 2015
Advisers who fled Pimco Total Return pay a price in 2015
Sep 02, 2015
As stock market enters correction, some advisers look to buy
Sep 02, 2015
UBS scoops up $950M Morgan Stanley team
Sep 02, 2015
Pimco stops offering equity in firm to top managers
Sep 02, 2015
Technology can help keep clients calm amid market chaos
Sep 02, 2015
RIA sales undone because of psychology
Sep 02, 2015
CFPs angry about 'fee-only' flap
Sep 01, 2015
UBS agrees to settle hedge fund's lawsuit over asset-backed securities
Sep 01, 2015
Berkowitz's Fairholme Fund beating its peers amid rising volatility
Sep 01, 2015
More mutual funds go to cash as volatility continues
Sep 01, 2015
Low-volatility ETFs can protect you from stomach-churning market swings
Sep 01, 2015
Next year's Medicare premium hike is worst-case scenario for retirees
Sep 01, 2015
Go-anywhere bond funds have failed to go anywhere positive over the past year
Sep 01, 2015
As volatility continues, more mutual funds go to cash
Sep 01, 2015
Advisers should address these legal issues before clients' kids head to college
Sep 01, 2015
Broker-turned-congressman French Hill brings adviser skills to Capitol Hill
Sep 01, 2015
Goldman Sachs' BDC launch signals high-yield investments on the rise
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