Planning & Investing Strategies for Professional Wealth Advisors - Wsj.com

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The Wall Street Journal

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Putnam ‘Absolute Return’ Funds Often Fail to Hit Targets
Putnam Investments took a bold step several years ago in naming each of its four ‘absolute return’ mutual funds for a specific performance target, but the company hasn’t often delivered on the funds’ aims.
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Say What? A Dying Man Says ‘Don’t Worry’ About His Wife
His point to his adviser—that his widow would eventually adjust to the next stage in her life—helped the adviser be more patient and understanding.
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Voices: Help Clients Tune Out Market Noise
When markets are volatile, advisers should reach out to keep investors focused on a long-term plan that includes diversification and rebalancing.
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Voices: Helping Clients With Natural-Gas Reserves on Their Property
The likelihood of actual drilling and the royalty rate offered are two factors to consider in weighing a leasing offer from an energy company.
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401(k) Plans Take Different Tack on Money Funds
New rules are causing many 401(k) plans to shift out of prime money funds into other low-risk alternatives that aren’t required to have redemption fees or set up “gates” to block withdrawals.
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Voices: Final Weeks for Social Security ‘File and Suspend’
People born April 30, 1950 or earlier have only a little time left to take advantage of a strategy that can mean higher lifetime benefits for a married couple.
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Voices: How to Help Clients Who Are Selling a Business
Financial advisers can provide critical support to individuals who are typically going through the sale process for the first and only time.
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An Executive Looks to Trim a Big Stake in Company Stock
A 10b5-1 plan will allow sales to be made based on the stock hitting certain price triggers, a financial adviser explains.
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To Whom Should a Client Leave His IRA?
An adviser has a suggestion for a man looking to benefit both his family and his religious home.
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How to Avoid Paying High Fees for Variable Annuities
Variable annuities are often criticized for fees that can top 3% a year. But it’s also possible to find much lower charges—sometimes under 1%—for variable annuities that don’t include add-on lifetime-income features or embedded compensation for sellers.
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A Risky Plan for a Cash-Strapped Entrepreneur
This financial adviser suggests a small-business owner borrow from his retirement savings to keep the firm afloat.
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Voices: Providing for a Child or Grandchild with Special Needs
A supplemental-needs trust can be the best way to transfer funds, says this estate-planning lawyer.

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Fidelity Investments Starts National Pilot of Its Robo Service
Fidelity Investments will charge annual fees of around 0.35% to 0.39% for Fidelity Go, its automated robo-investing service—a price that makes the service roughly competitive with others.
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Some Advisers Err in Thinking They Won’t Be Affected by New Rule
Some financial advisers who are already required to act in their clients’ best interests think they won’t be affected by the coming Labor Department rule toughening standards for retirement-account advice.
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Voices: When Clients Ask About Negative Interest Rates
Questions about below-zero interest rates in Europe and Japan provide an opportunity to review basic investing principles.
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Merrill Lynch Names Training Head to Oversight Role
Merrill Lynch has named its training chief to run its Fifth Avenue Center complex, where she will oversee about 200 financial advisers.
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Broker’s Shares Take Beating as Growth Slows
The future of the brokerage business was supposed to be companies like LPL Financial, but a proliferation of competitors and a major regulatory overhaul are weighing on the company’s growth.
Wealth Adviser Daily Briefing: IRA Rollovers May Slow Due to Fiduciary Rule
The coming Labor Department rule may crimp transfers from 401(k)s to IRAs. And more news in our morning briefing

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共和・民主の外交政策が逆転米大統領選
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パルミラ古代遺跡、IS占拠から生き残る
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尿で発電する技術、貧困地域を照らせるか
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世界の不透明感、緩やかな利上げを正当化＝FRB議長
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【社説】謎の習主席批判に見る中国政治の動揺
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Wealth Adviser Video

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