The Evolving Emerging Markets Debt Asset Class: ADVICE Column
What to consider when exploring emerging markets debt.

Eight Questions to Ask About Roth IRA Conversions: ADVICE Column
Is a Roth conversion in your client’s best interest—or is it a roll of the dice?

Appeals Court Vacates SEC’s Rule 151A on Indexed Annuities
A federal appeals court on Monday July 12, has sided with agents and others who want the Securities and Exchange Commission (SEC) to classify indexed annuities as insurance products rather than as securities.

Aon to Acquire Benefits and 401(k) Firm Hewitt Associates
Chicago-based Aon Corp will acquire Hewitt Associates Inc., based in Lincolnshire, Illinois (NYSE:HEW), and merge Hewitt into the Aon Consulting unit in a deal with a value of about $4.9 billion, the companies said Monday, July 12.

Asset Allocation
Behind the Numbers, with Sam Stovall

Fiduciary Standard Back in Play in Dodd Reform Bill
A uniform fiduciary standard for all providers of advice is back on the table in the Senate.

Thirty for Thirty
Our list of the 30 most influential individuals in and around the planning profession over the last three decades.

Broker/Dealer News
Updates from National Financial, Russell Investments and The Law Offices of Patrick J. Burns

Schwab to Link to J.P. Morgan’s Fixed-Income Securities
Charles Schwab clients will now have access to J.P. Morgan's fixed-income securities, including new-issue and secondary municipal bonds, corporate debt securities and non-convertible preferred securities.

IRA Assets Now Surpass 401(k)s, Report Shows
IRA assets now trump their 401(k) counterparts due in part to rollovers from job separations, according to a new report from Cogent Research.

B/D News
Licensing for insurers and brokers, scamming Madoff victims, NASAA's settlement with UBS

Asset Allocation
Behind the Numbers with Sam Stovall

Upgrades
News on Schwab, LPL Financial, and Don Trone

Changes
Personnel moves

Group Think
Updates from SEC, IRI, and MDRT

Asset Allocation
Behind the Numbers with Gary Shilling

Changes
Personnel moves

Upgrades
News on acquisitions, VAs, ETFs and more

GroupThink
News from RIIA, IAA, MSRB, and the CFP Board

More Advisors Embrace Alternatives
Advisors are increasingly turning to alternative investments, not as a source of outsized returns, but rather to provide true diversification to clients’ portfolios.

What the Research Found
A sidebar to the article "The Use of Gold in Portfolios"

Broker/Dealer News
Info on municipal bonds, a promotion at National Financial, and a new office for Sorrento Pacific.

Securities Lawsuits Down
The number of federal securities class action law suits filed dropped sharply in 2009.

Asset Allocation
Behind the numbers with LPL's Jeffrey Kleintop

Upgrades
News on RIAs, mutual funds, and ETFs