RIA News

Displaying 36694 results
Three sectors that should report above-average earnings
EQUITIES APR 09, 2015
Three sectors that should report above-average earnings

Financial, health care and consumer discretionary sectors should shine.

By Jeff Benjamin
Gross sees Fed hike by September, even as job growth slows
RIA NEWS APR 09, 2015
Gross sees Fed hike by September, even as job growth slows

Manager at odds with market, where expectations for fall increase declined after weak February employment report.

By Bloomberg
LIFE INSURANCE AND ANNUITIES APR 08, 2015
Willis Group and Towers Watson to merge

The newly combined advisory and insurance company will be named Willis Towers Watson and have revenue of approximately $8.2 billion.

By James Comtois
RIA NEWS APR 08, 2015
Older investors opening up to socially conscious investing

More investors are now seeing potential returns in funds that espouse a cause.

By Srividya Kalyanaraman
RIA NEWS APR 08, 2015
Older investors opening up to socially conscious investing

View that such investments are throwaways is changing as returns come in

By Srividya Kalyanaraman
How to turbocharge target-date funds
EQUITIES APR 08, 2015
How to turbocharge target-date funds

<i>Breakfast with Benjamin</i> Focusing on small-cap stocks could be a recipe for boosting a target-date fund.

By Jeff Benjamin
RETIREMENT PLANNING APR 08, 2015
Is this who you want looking at your taxes?

IRS workers increasingly disgruntled as budget is slashed

By Bloomberg
Will your clients really save more when the kids leave home?
RETIREMENT PLANNING APR 08, 2015
Will your clients really save more when the kids leave home?

A new study by the Center for Retirement Research at Boston College ran the numbers.

By Bloomberg
2 health savings account changes clients can make to unlock their full potential
RETIREMENT PLANNING APR 08, 2015
2 health savings account changes clients can make to unlock their full potential

Tweaks to HSA investment vehicles and what the accounts are used for can pay dividends to clients.

By Peter Stahl
Millennials don't feel like top priorities for advisers
RIA NEWS APR 08, 2015
Millennials don't feel like top priorities for advisers

The assets-under-management mentality of the advice business puts barrier between advisers and young, not wealthy investors.

By Alessandra Malito
Fired $1.3B Merrill broker speaks out
PRACTICE MANAGEMENT APR 08, 2015
Fired $1.3B Merrill broker speaks out

A 33-year veteran,Thomas Buck won't fight the wirehouse's allegations and is looking to move on after his sudden, unexpected termination

By Mason Braswell
Don't be left behind by robo revolution
FINTECH APR 08, 2015
Don't be left behind by robo revolution

Entrance of big players like Schwab will accelerate changes in the way financial advice is delivered to consumers

By Joe Duran
RETIREMENT PLANNING APR 08, 2015
Resurgence ahead for life settlements industry?

Underfunded universal life policies' loss may be a gain for secondary insurance market.

By Darla Mercado
MUTUAL FUNDS APR 07, 2015
Goldman Sachs starting two money market funds, changing others to address new rules

Goldman Sachs Financial Square Federal Instruments Fund will invest in government securities only and cater to investors seeking state-tax-exempt income.

By Bloomberg
Vanguard digital advice platform gives investors choice on active vs. passive
RETIREMENT PLANNING APR 07, 2015
Vanguard digital advice platform gives investors choice on active vs. passive

Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.

By Trevor Hunnicutt
Jobs report's bad news is bad news
EQUITIES APR 07, 2015
Jobs report's bad news is bad news

With any luck, by the time the market re-opens Monday, the stunningly weak report will be fully absorbed and diluted along with a weekend full of marshmallow bunnies, chocolate eggs and whatever other news develops. But don't bet on it.

By Jeff Benjamin
Calpers squeezing out 8% fee savings from money managers
RIA NEWS APR 07, 2015
Calpers squeezing out 8% fee savings from money managers

$295 billion fund seeking to cut costs and win fee concessions as pressure mounts to boost returns and cover retirement promises.

By Bloomberg
Money market reforms force advisers to rethink risk
MUTUAL FUNDS APR 07, 2015
Money market reforms force advisers to rethink risk

SEC Chairwoman Mary Jo White said reforms would &#8220;fundamentally change&#8221; funds. She was right.

By Trevor Hunnicutt
SEC puts emphasis on retirement savers in 2015 exam priorities
RIA NEWS APR 07, 2015
SEC puts emphasis on retirement savers in 2015 exam priorities

This year, the regulator says it will explore risks associated with increasingly popular alternative investments designed to generate high yields amid low interest rates &#8220;as investors are more dependent than ever on their own investments for retirement.&#8221;

By Mark Schoeff Jr.
RETIREMENT PLANNING APR 06, 2015
The other kind of diversification

A well-thought-out plan that takes into account tax-efficient withdrawals can be key for retirees.

By Bloomberg