INVESTMENT MANAGEMENT

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Wages Poised to Rise As Temp Costs Get Bigger

Staffing agencies are charging companies more for temporary workers, a possible harbinger of a bump up in salaries for permanent employees later this year.

How To Work The Media

by Mike Byrnes

Advisors at Napfa's annual conference get PR tips from SmartMoney's editor in chief.

Rule Will Let Whistle-Blowers Report Directly To SEC

The SEC will let corporate whistle-blowers collect as much as 30 percent of penalties when they report financial wrongdoing, even when they bypass companies' internal complaint systems.

Morgan Stanley Plans To Let Retail Brokers Use LinkedIn, Twitter

Morgan Stanley Smith Barney, the world's largest brokerage, will let financial advisors market themselves and share ideas with clients through social-networking Web sites LinkedIn and Twitter.

More Retirees With Mortgage Debt May Complicate Financial Planning

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A new survey shows that substantially more people may not have their homes paid off when they retire, and that may complicate financial planning.

Putnam's Reynolds Warns Congress To Spare Savings Incentives

Putnam Investments CEO Robert L. Reynolds urged lawmakers to reject any plan to cut the U.S. budget that would cap or eliminate tax incentives for workers to save for retirement.

SEC Charges Advisor With Fleecing Friends, Family

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The SEC has charged an advisor with securities fraud who allegedly lied to his friends and family by telling them he was investing their money in a company developing a promising cancer drug.

Reducing Retirement Planning Stress

by Robert Laura

Three simple things advisors can do to shift from a pure numbers-based approach to more of a total client wellness approach.

Retirement Plans Need Bengen, Swensen Models

by Grant Blindbury

Why this advisory firm develops plans for retiring baby boomers using William Bengen's withdrawal rate strategy plus David Swensen's Yale endowment spending policy.

Refresh Your Retirement Planning Meetings

by Darin Gibson

Here are some new ways to approach investment conversations with wary clients.

Engineering Undergrads Reap Top Salaries

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College students' choice of major can mean the difference between median earnings of $120,000 for petroleum engineering and $29,000 for counseling psychology, a study by Georgetown University...

B-Ds, RIAs Ready To Boost Hiring, Survey Says

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Broker-dealers and independent RIAs say they're ready to boost hiring by 30 percent, according to a new survey by Fidelity.

Downsizing The American Dream

Years of accessible financing spurred home buyers to buy big, but in the new reality lower costs increasingly take priority over square footage.

LPL Names Retirement Platform Chief

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LPL Financial has appointed David Reich, a former Ameriprise executive, to head the development of its retirement services platform. 

Biggs Buying As Profit Forecasts Rise

Analysts are boosting U.S. earnings estimates by the most in a year, a sign to Barton Biggs that stocks will weather the biggest drop in U.S. economic forecasts since 2009.

Washington Wealth Names 24-Year Vet As President

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Washington Wealth Management of Middleburg, Va., has named a 24-year financial industry veteran as president.

NAPFA Puts Renewed Focus On 'Trust'

by Mike Byrnes

Can new messaging help the National Association of Personal Financial Advisors (Napfa) rebrand an industry?

Lawmakers Question Lack Of Credit-Crunch Prosecutions

No senior Wall Street executive has been criminally charged for the subprime mortgage collapse-despite Attorney General Eric Holder's vow to prosecute those responsible.

Inflation Fears Stir Fed Stimulus Debate

The cue for the Federal Reserve to start withdrawing its record monetary stimulus may be a measure of its own credibility: inflation expectations.

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