Industry News

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NEWS RIAS MAY 05, 2013
Savant Capital takes advice online

Advisory firm now offering online version of investment advice available at offices.

By Liz Skinner
NEWS INDUSTRY NEWS MAY 05, 2013
Guru: Secular bear market isn't over

By DJAMIESON
NEWS RETIREMENT PLANNING MAY 05, 2013
Social Security software firm offering new service levels

By Mary Beth Franklin
NEWS RIAS MAY 05, 2013
RIAs bringing in new money, study finds

By AOSTERLAND
NEWS WIREHOUSES MAY 05, 2013
UBS wealth unit reports record profits, inflows

By DJAMIESON
NEWS RETIREMENT PLANNING MAY 05, 2013
Float suit vs. Fidelity

By Darla Mercado
NEWS WIREHOUSES MAY 05, 2013
Outlook good for wirehouses

By AOSTERLAND
NEWS RIAS MAY 05, 2013
UBS should hive off wealth management unit, shareholder says

In a letter to UBS staff and shareholders, Knight Vinke said the bank should split up its investment bank and wealth management units.

By Gregory Crawford
NEWS PRACTICE MANAGEMENT MAY 05, 2013
UBS elevates Mathews to oversee ultra high-net-worth business

Former regional director replaces Chandler, who will run wealth management.

By Darla Mercado
NEWS WIREHOUSES MAY 05, 2013
Influential bank analyst says wirehouses looking good

Bank analyst sees wirehouses as big winners in wealth-management industry recovery. Light at the end of the tunnel?

By AOSTERLAND
NEWS WIREHOUSES MAY 05, 2013
UBS wealth management announces record profits, new money

Focus on wealth and asset management paying off as revamp from capital-heavy activities accelerates.

By DJAMIESON
NEWS INDUSTRY NEWS MAY 04, 2013
Jim Rogers: Gold is a 'buy' if it hits this price

Famed investor likes bullion -- if it falls to $1,300; commodity yet to set a 'proper bottom

By John Goff
NEWS INDUSTRY NEWS MAY 04, 2013
Take Five: Janet Briaud on gold

Adviser recommends that clients have 5% to 10% allocated to the precious metal

By Jeff Benjamin
NEWS INDUSTRY NEWS MAY 04, 2013
Gold sell-off a buying opportunity for some advisers

Mixed signals from global economic uncertainty, currency war.

By Jeff Benjamin
NEWS INDUSTRY NEWS MAY 03, 2013
Invest in growth, not geography, American Funds says

An adviser building an equity portfolio is very likely doing so around global benchmark indexes such as the S&P 500 or the MSCI EAFE, but according to American Funds, there is a better way.

By JKEPHART
NEWS RETIREMENT PLANNING MAY 03, 2013
More Americans giving up citizenship to dodge taxes

But financial advisers warn such moves could cost you more

By Liz Skinner
NEWS RETIREMENT PLANNING MAY 03, 2013
Is renouncing U.S. citizenship financially favorable?

New data indicates more Americans are deciding that the cost of hanging on to U.S. citizenship is too much of a tax burden.

By Liz Skinner
NEWS INDUSTRY NEWS MAY 03, 2013
College savings assets soar to $180B

Stock market gains account for much of the rise but advisers doing their part too.

By Liz Skinner
NEWS RIAS MAY 03, 2013
UBS listening to shareholders on wealth management split

A powerful shareholder thinks UBS should hive off its investment bank. Given the recent stellar performance of the company's wealth management business, this isn't such a whacky idea.

By Gregory Crawford
NEWS EQUITIES MAY 03, 2013
April jobs report speeds ticking of bond bomb

Pickup in hiring, drop in jobless rate pushes stocks to record high ground — and Treasuries down.

By Gregory Crawford