RIA News

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RETIREMENT PLANNING DEC 03, 2014
401(k) plan costs decline as indexing becomes more popular

Biggest impact felt by largest and smallest plans.

By Robert Steyer
RIA NEWS DEC 03, 2014
Strong dollar to push stocks, bonds higher over next few years, say analysts

As the greenback rises to a 7-year high, market strategists see knock-on gains for other assets.

By Jeff Benjamin
RETIREMENT PLANNING DEC 03, 2014
Retirement plan contribution limits for tax year 2015 bring new opportunities

Higher limitations for contributions gives advisers a chance to remind clients to save.

By Richard Behrendt
ETFS DEC 03, 2014
SEC set to approve novel Eaton Vance exchange-traded product

Less than a month after rejecting nontransparent ETFs, the SEC is ready to back a new and possibly cheaper way to trade funds.

By Trevor Hunnicutt
EQUITIES DEC 03, 2014
Americans feeling squeezed in saving for retirement

BlackRock poll show most find it hard to pay bills and put money aside for retirement; Social Security considered key source of income.

By Bianca Flowers
EQUITIES DEC 02, 2014
Fed sends rate signal and markets react

<i>Breakfast with Benjamin:</i> Janet Yellen and her Fed colleagues remove a key phrase in discussing rates and stocks rally, gold declines. Plus: Is it good news for savers? And an offbeat year-end list; Obama normalizes relations with Cuba.

By Jeff Benjamin
RETIREMENT PLANNING DEC 02, 2014
How children reap the benefits of Social Security

Children become eligible when a parent dies or becomes disabled. But there are three important ages to remember: 16, 18 and 22.

By Mary Beth Franklin
How children can reap the benefits of Social Security
RETIREMENT PLANNING DEC 02, 2014
How children can reap the benefits of Social Security

When a parent retires, becomes disabled or dies, children can collect benefits.

By Mary Beth Franklin
EQUITIES DEC 02, 2014
Stock futures little changed after big jump as jobs data looms

After equities rose the most in a month, investors await key reports on jobs and the economy

By Bloomberg
RIA NEWS DEC 02, 2014
Bull market to last through December: Top forecasters

Falling oil prices, accelerating U.S. economic growth may fuel further gains, but there are signs of overheating

By Bloomberg
ALTERNATIVES DEC 02, 2014
Finding some glitter among gold-mining stocks

Gold price disconnect signals a value play for select miners and ETFs

By Jeff Benjamin
FIXED INCOME DEC 02, 2014
Legg Mason says bond 'transition' to set billions in play

Legg Mason CEO Joseph Sullivan said a &#8220;transition&#8221; of assets is under way in the bond industry after the departure of Bill Gross from Pimco to Janus Capital prompted investors to set billions of dollars in motion..

By Bloomberg
PRACTICE MANAGEMENT DEC 02, 2014
Robo-advisers say they aren't worried about Schwab

Robo-advisers say they aren't worried about Schwab's new entrant but one market analyst isn't so sure the young industry can hold up against the giant household name.

By Liz Skinner
FINTECH DEC 02, 2014
Running an advisory practice in the age of the robo-adviser

Using online platforms to outsource compliance and back office responsibilities can help advisers focus their time.

By Charles Sizemore
RIA NEWS DEC 02, 2014
When it's OK to save in a child's name

By Troy Onink
RETIREMENT PLANNING DEC 01, 2014
The Russian collapse puts some 401(k)s in danger

Some emerging-markets funds are invested in oil-driven economy.

By Bloomberg
INDEPENDENT BROKER DEALERS DEC 01, 2014
Top Jackson National exec Clifford Jack to step down

Mr. Jack helped build the insurer's variable annuities business and independent broker-dealer network.

By Bruce Kelly
EQUITIES DEC 01, 2014
The case for investing in the European small-cap sector

Investors looking to diversify and add growth potential to their equity portfolios shouldn't be frightened by Europe's macroeconomic malaise.

By Liliana Castillo Dearth and Alan Connery
RETIREMENT PLANNING DEC 01, 2014
Advisers must help clients decide how HSAs fit in their plans

Clients need more knowledge about health savings accounts and their potential role in helping fund health and retirement needs.

By Andrew Leigh
ALTERNATIVES DEC 01, 2014
Schorsch's RCS Capital, American Realty Capital Properties, bury hatchet in $60 million settlement

Two companies in Nicholas Schorsch's REIT empire have settled their dispute as RCS Capital Corp. agrees to pay American Realty Capital Properties to back out of its deal to buy Cole Capital.

By Mason Braswell