RIA News

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EQUITIES JUL 25, 2014
Fed watchers see more tapering and little else from today's minutes

On today's <i>Breakfast with Benjamin</i> menu: Gearing up for Fed news. Plus: Putin's next move could be painful; Argentina teeters on the brink of default; another naysayer calls for a correction; the long view on a higher minimum wage; and a portfolio rebalance refresher.

By Jeff Benjamin
EQUITIES JUL 25, 2014
Giddy markets continue to look blissfully past mounting geopolitical unrest

<i>Breakfast with Benjamin:</i> Looking past all the geopolitical risk. Plus: U.S. investors finally start diversifying overseas, what's not to like about a marijuana ETF, how the Millennial generation slept through the bull market run, and a tribute to a fund industry critic.

By Jeff Benjamin
How to calculate Social Security's maximum family benefit
RETIREMENT PLANNING JUL 25, 2014
How to calculate Social Security's maximum family benefit

Believe it or not, claiming benefits early sometimes makes sense.

By Mary Beth Franklin
MUTUAL FUNDS JUL 25, 2014
Pimco on defensive after report that Gross threatened to quit

Pimco continues to stand by its beleaguered co-founder, William H. Gross, following a report that the legendary bond manager threatened to resign after clashing with executives.

By Trevor Hunnicutt
FIXED INCOME JUL 25, 2014
Pimco Total Return still bleeding

&#8220;Bond King&#8221; Bill Gross says fund has turned a corner, but investors keep moving money out.

By Trevor Hunnicutt
EQUITIES JUL 25, 2014
Advisers embrace liquid alts to navigate Fed policy

<i>Breakfast with Benjamin:</i> Advisers go liquid to navigate Yellen Fed policy. Plus: Global stocks are loving the Fed's latest non-move, energy stocks ride high on the unrest in Iraq, an IRS excuse that the IRS would never accept from you, and political correctness has the Washington Redskins surrounded.

By Jeff Benjamin
FINTECH JUL 25, 2014
Online advisers target the best and brightest new hires

As venture capital pours in, firms such as FutureAdvisor, Betterment and Jemstep plan to grab the strongest new talent.

By Joyce Hanson
RIA NEWS JUL 25, 2014
Why I left a traditional RIA for a robo-adviser

Financial professional Megan Graf makes a career shift to the online advice world, seeing it as an investment in her future. She calls it getting on her rocket ship.

By Megan Graf
PRACTICE MANAGEMENT JUL 25, 2014
For Millennials, 'life stops when the iPhone dies'

Lessons for advisers from the University of Wisconsin recent commencement.

By Steve Sanduski
RETIREMENT PLANNING JUL 25, 2014
$1M is not what it used to be

When it comes to living comfortably in retirement, that target symbol of wealth is past its prime. How far will $1 million go when Millennials reach retirement age?

By Matt Sirinides
PRACTICE MANAGEMENT JUL 25, 2014
Education is key to winning Next Gen assets

Millennials may be tech-savvy, but they also know they need help from financial professionals, Corporate Insight reports

By Joyce Hanson
PRACTICE MANAGEMENT JUL 25, 2014
What is impact investing and which wealth demographic cares?

The segment is growing in importance among your future top clients.

By Liz Skinner
PRACTICE MANAGEMENT JUL 24, 2014
6 books that changed Joe Duran's life

By Joe Duran
EQUITIES JUL 24, 2014
The Fed is now fretting about wage growth and surprise inflation

<i>Breakfast with Benjamin:</i> Don't look now, but wage growth (for dishwashers, for example) is on the radar. Plus: The SEC's half fix for money funds, a golden cross for Goldman, judge blocks 'Wall Street Wolf's' sucker list, and big city life can be a drag.

By Jeff Benjamin
RETIREMENT PLANNING JUL 24, 2014
401(k) mutual fund investors enjoying declining fees

By Minda Smiley
RETIREMENT PLANNING JUL 24, 2014
How to calculate the maximum family benefit from Social Security

A young family can change the equation, so that claiming early makes sense.

By Mary Beth Franklin
RIA NEWS JUL 24, 2014
The ongoing rot in the economy

Past the headline figures, disposable income is stagnant and consumers are spending above their means.

By Eric Sprott
RIA NEWS JUL 24, 2014
Global markets feeling pressure from increased geopolitical risks

On today's <i>Breakfast with Benjamin</i> menu, global markets feel the pressure of an uptick in geopolitical risk, as oil prices move higher. Plus notes on where to go when volatility rises, and more.

By Jeff Benjamin
EQUITIES JUL 24, 2014
Obama pushes tighter border rules for U.S. companies trying to exit for tax purposes

On today's <i>Breakfast with Benjamin</i> menu, Pres. Obama pushes for tighter border rules for U.S. companies trying to exit for tax purposes, asset managers unprepared for a bear market, and more.

By Jeff Benjamin
FIXED INCOME JUL 24, 2014
The downsides of laddered bond portfolios

By Terry Hults