RIA News

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Curian Capital's sudden exit creates a TAMP feeding frenzy
RIA NEWS AUG 03, 2015
Curian Capital's sudden exit creates a TAMP feeding frenzy

Curian Capital's unexpected announcement that it is closing shop at year-end has sent the $300 billion TAMP industry scrambling to woo advisers working with the $11 billion platform.

By Jeff Benjamin
Puerto Rico's default could ripple through average Americans' portfolios
EQUITIES AUG 03, 2015
Puerto Rico's default could ripple through average Americans' portfolios

<i>Breakfast with Benjamin</i>: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES AUG 03, 2015
New life insurance study debunks 'buy term, invest the difference'

Standard advice leaves many Americans underinsured and unprepared for retirement.

By Mary Beth Franklin
ALTERNATIVES AUG 03, 2015
Options to invest in innovative technologies that address water shortages are limited

Despite a multitude of water shortages, options to invest in innovative technologies that address the problem remain limited.

By Jeff Benjamin
EQUITIES AUG 03, 2015
Make sustainable investing a New Year's resolution

Advisers can attract new clients if they keep abreast of the socially responsible investing trend.

By Lisa Woll
How climate change could impact your portfolio
RIA NEWS AUG 01, 2015
How climate change could impact your portfolio

Investors need to research environmental issues and how they will affect their investments.

By Liz Skinner
RIA NEWS JUL 31, 2015
Be sure clients truly understand volatility before it comes

Test how clients would react to financial losses, experts say.

By Liz Skinner
RETIREMENT PLANNING JUL 31, 2015
Expert tips for buying a private island — and upgrading its amenities

Creating your own private-island paradise is doable, but it won't be easy, warns expert developer Doug Kulig.

By Bloomberg
RIA NEWS JUL 31, 2015
Should you let an app tell you what to spend?

If you decide to try out personal financial management software such as Level Money, then here's what might happen.

By Bloomberg
FINTECH JUL 31, 2015
How your peers view robo-advisers

Advisers' answers to big questions about robo-advice

By Alessandra Malito
RETIREMENT PLANNING JUL 30, 2015
Warning: You may be overexposed to stocks in your retirement plan

Older workers may be taking on more risk than they realize, says Fidelity.

By Bloomberg
RETIREMENT PLANNING JUL 30, 2015
Trump sells NYC penthouse for $21M, 40% under initial list price

The five-bedroom, seven-and-a-half-bath Park Avenue apartment spanning the entire 24th floor has a private elevator, floor-to-ceiling windows, Italian brass doorknobs, marble baths and a windowed chef's kitchen.

By Bloomberg
RETIREMENT PLANNING JUL 30, 2015
What Bobbi Kristina Brown's death can teach us about estate planning

The tragedy of Whitney Houston's daughter is even more heartbreaking because poor planning played such a critical role.

By by Danielle and Andy Mayoras
Loomis Sayles' Dan Fuss says Fed stuck 'between a rock and a couple of hard places'
RIA NEWS JUL 30, 2015
Loomis Sayles' Dan Fuss says Fed stuck 'between a rock and a couple of hard places'

50-year market veteran says the global economic slowdown complicates the central bank's plan to raise interest rates.

By Bloomberg
Openness, transparency drawing investors to robo-advisers over Wall Street banks
FINTECH JUL 30, 2015
Openness, transparency drawing investors to robo-advisers over Wall Street banks

CEO of Personal Capital sees investors choosing new options over the old due to fee transparency, focus on customer's best interests

By Bill Harris
MLPs yield headaches for advisers who bought them for income
ALTERNATIVES JUL 30, 2015
MLPs yield headaches for advisers who bought them for income

Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.

By Trevor Hunnicutt
ETFS JUL 30, 2015
Pimco's brand takes a hit by advisers in wake of Gross exit but still ranks among top firms

New research finds the firm that Bill Gross built, then left, lost some favor with advisers over the last year. <i>(Don't miss the <a href=&quot;http://www.investmentnews.com/gallery/20150720/FREE/720009999/PH&quot; target=&quot;_blank&quot;>Top 10 most trusted mutual fund companies</a>.)</i>

By Trevor Hunnicutt
INDEPENDENT BROKER DEALERS JUL 30, 2015
Five broker-dealer execs no longer at Cetera

Top managers from First Allied and J.P. Turner have left the sprawling Cetera Financial Group broker-dealer network, with 9,600 registered reps and financial advisers. Whether the exits are part of a broader reorganization is unclear.

By Bruce Kelly
It's time to take a close look at your bond portfolio
RETIREMENT PLANNING JUL 29, 2015
It's time to take a close look at your bond portfolio

<i>Breakfast with Benjamin</i> We all know a rate hike is coming, and ignoring it is not a plan &amp;mdash; so the time is now to look at bond allocations.

By Jeff Benjamin
RETIREMENT PLANNING JUL 29, 2015
What you may not have realized about debt

Owing money can be both deadly and lucrative. Here's how to tell the difference.

By Bloomberg