RIA News

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EQUITIES JAN 28, 2014
Good news for stocks: Economic recovery taking hold

Despite worries over valuations — and the potential for a correction — the longer-term outlook for stocks is solid. As long as the global economic recovery continues to expand.

By Robert C. Doll
RETIREMENT PLANNING JAN 27, 2014
How credits accrue, but don't compound, when you delay Social Security

Future cost-of-living adjustments applied to larger base benefit

By Mary Beth Franklin
RETIREMENT PLANNING JAN 27, 2014
Advisers weigh in on income disparity

Financial planners share their concerns and actions for mitigating a slow-growth economy and the general trend of wage stagnation.

By CNELSON
OPINION JAN 27, 2014
RIAs and IBDs: Looking beyond acronyms to defend common interests

While the differences between registered investment advisers and the independent broker-dealers are certainly real, all of us in this industry benefit when we pull together to represent our common interests in our interactions with regulators, according to FSI's Dale Brown.

By Dale E. Brown
EQUITIES JAN 27, 2014
In seeking to stop departure, Gross told El-Erian 'hell no'

In seeking to stop Mohamed El-Erian from leaving Pimco, Bill Gross told him 'hell no.' It didn't work and now Pimco must revisit its succession plan as its struggle to move beyond bonds continues.

By Gregory Crawford
RETIREMENT PLANNING JAN 27, 2014
Don't overlook planning for health care during retirement

Financial planning practices are on a collision course with skyrocketing retirement health care costs, which could lead to higher-than-expected health care costs during retirement.

By Mary Beth Franklin
RETIREMENT PLANNING JAN 27, 2014
Health care knowledge boosts your value

By MFXFeeder
RETIREMENT PLANNING JAN 27, 2014
Paying more upfront

By Richard F. Stolz
RIA NEWS JAN 26, 2014
Investors embrace new options for use of options

Retail investors are buying options at historic rates, and using them more strategically.

By CODONNELL
IRA ALERT JAN 26, 2014
New IRS rules on hard-to-value IRAs

By Ed Slott
EQUITIES JAN 25, 2014
Apple on the hotseat

<i>Breakfast with Benjamin:</i> Apple's earnings will be a focus, but the big question for CEO Cook will be about Carl Icahn. Plus, the emerging markets rout isn't over, why it might be too early to buy the dip, Janet Yellen's Job One and who won big at Sunday night's Grammy Awards.

By Gregory Crawford
RIA NEWS JAN 24, 2014
Fidelity Charitable promotes Danforth to president

Changing of the guard comes as Sarah Libbey moves to managing director role at Fidelity Investments.

By Darla Mercado
RIA NEWS JAN 24, 2014
Emerging markets sell-off has traders panicked

What really caused the abrupt turn in currencies, plus other must-reads from wealth manager and CNBC commentator Josh Brown

By Joshua Brown
RIA NEWS JAN 24, 2014
Why the U.S. housing market is softer than you think

Foreclosed houses are still &quot;rotting away,&quot; one investment expert warns

By lkonish
EQUITIES JAN 24, 2014
Stocks drop sharply amid emerging-markets rout

Weak earnings combine with currency volatility send investors to the exits

By Gregory Crawford
RIA NEWS JAN 24, 2014
BlackRock sees attractive frontier market bets

BlackRock Frontiers Investment Trust Plc, a $297 million frontier markets equity fund, said it returned 33% last year and expects attractive investment opportunities this year including initial public offerings.

By Matt Ackermann
RIA NEWS JAN 24, 2014
Investors' optimism just keeps climbing

International investors are the most upbeat about the global economy than at any time in almost five years, buoyed by the U.S.-led revival of industrial nations, according to the Bloomberg Global Poll.

By Matt Ackermann
RIA NEWS JAN 24, 2014
El-Erian resigns as CEO of Pimco, to be replaced by Douglas Hodge

Bond King Bill Gross will remain as chief investment officer, parent Allianz says.

By Gregory Crawford
INDEPENDENT BROKER DEALERS JAN 23, 2014
LPL recorded record revenue of $4.1 billion in 2013

Last year's roaring stock market helped IBD bellwether LPL Financial post record results. The company expects commission revenue from sales of alternative investments such as nontraded REITs to dip from the elevated levels of 2013 but remain solid.

By Bruce Kelly
EQUITIES JAN 23, 2014
Economic nuggets from the State of the Union

<i>Breakfast with Benjamin:</i> Will Obama's 'myRA' work? Plus, finding the biggest divident payers, don't bail on stocks now, what you need to know <i>today</i> and enough, already, with the polar vortex.

By Gregory Crawford