RIA News

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Game almost over for Social Security claiming strategies
ADVISOR NEWS RETIREMENT PLANNING OCT 28, 2015
Game almost over for Social Security claiming strategies

Congressional budget deal provision could affect current and future retirees.

By Mary Beth Franklin
INVESTING EQUITIES OCT 28, 2015
Like it or not, the U.S. economy does better with a Democrat in the White House

<i>Breakfast with Benjamin</i>: The economy has historically done better with a Democrat in the White House. Why that is remains a mystery.

By Jeff Benjamin
INVESTING LIFE INSURANCE AND ANNUITIES OCT 27, 2015
Insurers adding optional death benefits to IOVA contracts

The optional features allow for more investor choice and seek to capitalize on strong IOVA sales.

By Greg Iacurci
RIAS PRACTICE MANAGEMENT OCT 27, 2015
An adviser's advice to millennials

What would you say to your 25-year-old self?

By David Mirabito
Periscope the next frontier in social media for advisers?
ADVISOR NEWS FINTECH OCT 27, 2015
Periscope the next frontier in social media for advisers?

The real-time video platform gives clients another way to get acquainted.

By Alessandra Malito
INVESTING EQUITIES OCT 27, 2015
The flip side of a strong October for stocks is usually a weak finish for the year

<i>Breakfast with Benjamin</i>: When October's bad, it's usually historically so. But when it's a good month for stocks, the rest of the year is usually a real stinker.

By Jeff Benjamin
ADVISOR NEWS REGULATION AND LEGISLATION OCT 27, 2015
As DOL fiduciary heats up, both sides dig in

Battle over the Labor Department's proposed fiduciary rule reaches a new level of nasty.

By Mark Schoeff Jr.
Indie B-Ds late to the robo game
ADVISOR NEWS FINTECH OCT 27, 2015
Indie B-Ds late to the robo game

IBDs haven't considered digital advice services as important enough to offer their advisers but that may change next year, with at least a couple ramping up to offer a robo in 2016.

By Alessandra Malito
ADVISOR NEWS RETIREMENT PLANNING OCT 26, 2015
Genworth doubles down on LTC business in challenging market

The firm is suspending sales in traditional life insurance and fixed annuity products in the first quarter of 2016.

By Greg Iacurci
ADVISOR NEWS FINTECH OCT 26, 2015
Investors are grading advisers on investment skill — and advisers might not know it

A new service lets investors grade advisers based on investment performance, which advisers say may put too much emphasis on investing advice &amp;mdash; and maybe even weaken job security.

By Greg Iacurci
ADVISOR NEWS RETIREMENT PLANNING OCT 26, 2015
Adviser coalition calls on Congress to reject attempts to stop DOL fiduciary rule

Rep. Peter Roskam and colleagues' 'legislative principles' for retirement advisers refer only to disclosing conflicts, not mitigating them, FPC says.

By Mark Schoeff Jr.
Closed-end funds trading at steepest discounts in eight years as investors sell ahead of rate increase
INVESTING EQUITIES OCT 26, 2015
Closed-end funds trading at steepest discounts in eight years as investors sell ahead of rate increase

Strategists say pricing anomalies should be considered buying opportunity as Fed action expected to be small.

By Jeff Benjamin
With more workers lacking 401(k) plans, retirement savings crisis grows
ADVISOR NEWS RETIREMENT PLANNING OCT 26, 2015
With more workers lacking 401(k) plans, retirement savings crisis grows

Even those with plans save the maximum and few set aside money in IRAs or Roth IRAs.

By Bloomberg
Hedging against triple whammy of Medicare price hikes
ADVISOR NEWS RETIREMENT PLANNING OCT 26, 2015
Hedging against triple whammy of Medicare price hikes

The price tag for Medicare is expected to swell dramatically Jan. 1 as the result of several factors.

By Katy Votava
Advisers form coalition to oppose DOL fiduciary rule
ADVISOR NEWS RETIREMENT PLANNING OCT 26, 2015
Advisers form coalition to oppose DOL fiduciary rule

Grassroots organization is sponsored by a trade association for life insurance companies.

By Mark Schoeff Jr.
Massachusetts' Galvin investigates fund pricing glitches
INVESTING ETFS OCT 26, 2015
Massachusetts' Galvin investigates fund pricing glitches

Massachusetts' top securities cop is investigating the failure of an accounting platform he said delayed correct pricing for billions of dollars in mutual funds and ETFs.

By Trevor Hunnicutt
RESOURCES IRA ALERT OCT 25, 2015
Attorney learns the wrong way to deduct IRA losses

Semi-retired patent attorney cannot deduct losses in an IRA.

By Ed Slott
RESOURCES WOMEN ADVISOR COMMUNITY OCT 25, 2015
Key to success for women: Confidence

By MFXFeeder
INVESTING EQUITIES OCT 23, 2015
Jim Cramer's stock picks miss the mark

<i>Breakfast with Benjamin</i>: TV stock barker Jim Cramer received a failing grade from a finance professor for a dismal 28% success rate in picking stocks.

By Jeff Benjamin
Democrats oppose bill to thwart DOL fiduciary rule
RIAS PRACTICE MANAGEMENT OCT 23, 2015
Democrats oppose bill to thwart DOL fiduciary rule

Even those who backed similar legislation two years ago now support the Labor Department's proposal to change investment advice standards for retirement accounts.

By Mark Schoeff Jr.