RIA News

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From stocks to bonds, the strong dollar hits global markets
EQUITIES FEB 03, 2015
From stocks to bonds, the strong dollar hits global markets

Societe Generale economist says the 'dollar economy' is going the wrong way.

By Bloomberg
London Stock Exchange officially puts Russell Investments on the block
RIA NEWS FEB 03, 2015
London Stock Exchange officially puts Russell Investments on the block

Exchange says it has received inquiries from firms interested in picking up the money manager.

By Sophie Baker
RETIREMENT PLANNING FEB 03, 2015
How to earn an 8% raise each year in your 60s

Investing legend Charley Ellis offers clear advice for near-retirees about how long to work and when to collect Social Security.

By Charles D. Ellis, Guest Contributor
RIA NEWS FEB 03, 2015
Read the fine print before plunging into smart beta

They may look good at first, but some hot new indexes could turn out to be rotten apples

By Trevor Hunnicutt
EQUITIES FEB 03, 2015
Smart beta booming despite a name everyone hates

2015 could be the year smart beta converts naysayers, as investors face market head winds that make returns hard to come by. </br><b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150201/SMARTBETA2015&quot; target=&quot;_blank&quot;>Our full smart beta special report</a>)</b></i>

By Jeff Benjamin
RIA NEWS FEB 03, 2015
Pershing, courting digital wealth managers, teams with Motif

Online broker says it can help advisers attract and keep younger clients.

By Trevor Hunnicutt
Tax traps to avoid in 2015
RIA NEWS FEB 03, 2015
Tax traps to avoid in 2015

Plenty of paperwork and pain await taxpayers and accountants this year. Here are the biggest pitfalls to watch out for.

By Darla Mercado
ETFS FEB 03, 2015
State Street expanding adviser-facing salesforce in mutual fund push

Advisers crucial to the fund giant's expansion into active management, mutual funds

By Trevor Hunnicutt
House approves bill easing 529 plan rules
REGULATION AND LEGISLATION FEB 02, 2015
House approves bill easing 529 plan rules

Families may get to pay for computers again with these popular college savings accounts.

By Liz Skinner
Consumers are saving at the gas pump but not spending at the mall
EQUITIES FEB 02, 2015
Consumers are saving at the gas pump but not spending at the mall

<i>Breakfast with Benjamin</i>: Retail sales are not supposed to slump when gas prices are low, so where's that money going? Plus: Larry Summers advises the Fed against hiking rates, how to use good food to attract new clients, and rich people get another cool perk just for being rich.

By Jeff Benjamin
REGULATION AND LEGISLATION FEB 02, 2015
Stephanie Kelton comes to Washington after ruffling feathers in adviser community

Self-styled 'Deficit Owl' believes government can spend as much as needed to spur economic growth, get to full employment.

By Mark Schoeff Jr.
How to get workers to chip in more money toward HSAs
RETIREMENT PLANNING FEB 02, 2015
How to get workers to chip in more money toward HSAs

Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.

By Darla Mercado
IRA ALERT FEB 02, 2015
2010 Roth conversions are now penalty-free

With the five-year period satisfied, you could meet the requirements for qualified distributions

By Ed Slott
RIA NEWS FEB 02, 2015
Obama backs off 529 college savings plan proposal

Issue becomes distraction from president's broader plan to expand and simplify tax breaks for education

By Bloomberg
Younger generations going all in with 401(k) contributions
EQUITIES FEB 02, 2015
Younger generations going all in with 401(k) contributions

Today's <i>Breakfast with Benjamin</i> features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.

By Jeff Benjamin
Vanguard warns advisers on stock risk in client portfolios
EQUITIES FEB 02, 2015
Vanguard warns advisers on stock risk in client portfolios

According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.

By Trevor Hunnicutt
Brokers under White House scrutiny for costing workers billions in retirement savings
RETIREMENT PLANNING FEB 02, 2015
Brokers under White House scrutiny for costing workers billions in retirement savings

New government research says some broker practices are costing investors $8 billion to $17 billion a year, and the White House may now support tighter oversight of brokers who handle retirement accounts.

By Bloomberg
Obama's capital gains tax plan: What it boils down to for you and your clients
RIA NEWS FEB 02, 2015
Obama's capital gains tax plan: What it boils down to for you and your clients

Three potential financial planning issues you might have to handle if president's proposal becomes law.

By John Nersesian
FINTECH FEB 02, 2015
Upgrade your website or drive away business

Most advisers don't appreciate the critical role sites play in bringing on top clients.

By Liz Skinner
Obama seeks overhaul of corporate tax system
RIA NEWS FEB 01, 2015
Obama seeks overhaul of corporate tax system

In budget proposal, president to offer companies system they have sought but on less favorable terms.

By Bloomberg