RIA News

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RETIREMENT PLANNING OCT 06, 2014
How public employees can get around Social Security restrictions

Specific steps can minimize the bite of rules that reduce or eliminate Social Security benefits for public workers.

By Mary Beth Franklin
EQUITIES OCT 06, 2014
Equity markets buckle up for FOMC minutes, Alcoa earnings

<i>Breakfast with Benjamin:</i> Equity investors brace for insight from Janet Yellen and the Fed today. Plus: ETFs chase the freed-up Pimco assets, breaking down the bond market fears, Morgan Stanley says the auto industry's days are numbered, and Warren Buffett makes another safe bet.

By Jeff Benjamin
RIA NEWS OCT 06, 2014
Solution to nation's saving problem? There's an app for that

Study finds that users spent 15.7% less when tracking their spending with a mobile app.

By Joyce Hanson
RIA NEWS OCT 06, 2014
Buffett's all-equities pension strategy

The investment allocation provided a shield from Bill Gross's sudden departure and points up how dangerous Buffett thinks bonds are

By Bloomberg
RETIREMENT PLANNING OCT 06, 2014
Social Security cost-of-living adjustments projected to increase slightly in 2015

Typical expenses continue to outpace annual benefit hikes.

By Mary Beth Franklin
PRACTICE MANAGEMENT OCT 06, 2014
Meet the next wave of $1B advisory firms

By InvestmentNews Research &amp; The Ensemble Practice
PRACTICE MANAGEMENT OCT 06, 2014
Wells Fargo recruits brokers with $1.1 billion in AUM

<b>Advisers on the Move</b> - Eleven brokers from UBS and Merrill Lynch joined Wells Fargo in California. See more recent moves in our <a href=&quot;http://data.investmentnews.com/aotm/&quot;>exclusive Advisers on the Move database.</a>

By Mason Braswell
MUTUAL FUNDS OCT 05, 2014
Advisers must avert Pimco panic

Gross' departure yet another opportunity for advisers to reach out to clients and provide sage advice

By MFXFeeder
RIA NEWS OCT 05, 2014
Variety of tasks, client issues makes each day instructive

By Sam Honey
RIA NEWS OCT 05, 2014
In financial planning, the details can create or destroy your career

By Amanda Moore
RIA NEWS OCT 05, 2014
What I didn't expect about being an adviser

What's happening to my life outside of work has been unexpected

By Layton Cox
RETIREMENT PLANNING OCT 05, 2014
Learning how to handle stressed clients

Deal with clients at tense moments in their lives requires first-hand experience

By Mark Schoeff Jr.
FINTECH OCT 04, 2014
Financial Twitter explodes in response to Bill Gross' departure from Pimco

Advisers and financial experts take to Twitter to respond to Bill Gross' shocking exit from Pimco and his decision to join Janus Capital Group Inc.

By Andrew Leigh
INDEPENDENT BROKER DEALERS OCT 03, 2014
RCAP back on acquisition trail

By Bruce Kelly
WIREHOUSES OCT 03, 2014
Raymond James recruits $300M Morgan Stanley team

Advisers Craig Houck and Richard Schooley focus on retirement plan design.

By Bianca Flowers
RETIREMENT PLANNING OCT 03, 2014
How to make the 401(k) cash pile last for life

The hard questions: Spend now to enjoy healthy years and risk running out of money? Or scrimp today for a tomorrow that may never come -- or come only when you're too infirm to savor it?

By Bloomberg
RETIREMENT PLANNING OCT 03, 2014
A 401(k) conundrum: Can you make cash pile last for life?

Little thought &amp;ndash; or government help &amp;mdash; is given to the question of how to make withdrawals from a retirement plan

By Bloomberg
RETIREMENT PLANNING OCT 03, 2014
Supreme Court decision on 401(k) fee case could have domino effect

Where the court stands on a six-year statute of limitations could shape how fiduciaries serve retirement plans and participants.

By Darla Mercado
RETIREMENT PLANNING OCT 03, 2014
Supreme Court decision on 401(k) fee case could have domino effect

Where the court stands on a six-year statute of limitations could shape how fiduciaries serve retirement plans and participants.

By Darla Mercado
ETFS OCT 03, 2014
Advisers wary of keeping client assets at Pimco

While some financial professionals say Bill Gross' exit is the final straw, and others exited long ago &#8212; some are staying put.

By Liz Skinner