RIA News

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ALTERNATIVES JAN 15, 2014
Blackstone partners with Fidelity on new alt-focused mutual fund

By James Comtois
EQUITIES JAN 14, 2014
What to expect from the Davos World Economic Forum

Today: What to expect from Davos ... but remember how Davos big-thinkers whiffed last year. Also: Time to worry about deflation again, hedge funds go for the gold, a Super Bowl market indicator, and Happy MLK Day.

By Jeff Benjamin
PRACTICE MANAGEMENT JAN 14, 2014
Critics say House bill would create 'Wild West' for private placements

Legislation exempts from SEC registration small-business M&A brokers.

By Mark Schoeff Jr.
RIA NEWS JAN 14, 2014
Warning: No repeat for stocks this year

Betting against Treasuries risky, caution needed with funds buying junk bonds, shorting government debt

By Gregory Crawford
RETIREMENT PLANNING JAN 14, 2014
Married couples can split Social Security-claiming strategies

But each spouse can chose only one tactic.

By Mary Beth Franklin
RIA NEWS JAN 14, 2014
Bogle: Apply fiduciary duty to anyone 'touching other people's money'

Vanguard founder calls on the SEC and DOL to 'put the principle first and the carve-out second.'

By Mark Schoeff Jr.
RIA NEWS JAN 14, 2014
Do-nothing Congress dithers on budget as deadline nears

Congress's latest attempt at crafting a budget plan is on track to end up the same way as others have in the past decade: with little or no agreement. Memories of the shutdown sure have faded fast.

By Gregory Crawford
RETIREMENT PLANNING JAN 14, 2014
Portability election emerges as new locus of estate planning

With the estate tax exclusion being set at $5.25 million per person, it's easy for affluent clients whose estates don't quite hit that level to write off creating estate plans or building trusts. But even those in-between clients benefit from establishing trusts in select scenarios.

By Darla Mercado
RIA NEWS JAN 14, 2014
LPL's Casady on tech, a bank and regulators

LPL's chief executive discusses where the firm stands in key areas such as launching a bank, its technology and regulation. <b>Also: <a href=&quot;http://www.investmentnews.com/article/20130819/FREE/130819915&quot;>Read more about LPL's tech advances.</a></b>

By DJAMIESON
FIXED INCOME JAN 13, 2014
Weak jobs report won't change Fed taper plan, Gross says

Central bank &quot;wants to be out&quot; of the bond-buying business but still won't raise rates, according to Pimco's Gross.

By Gregory Crawford
RIA NEWS JAN 13, 2014
What's in a firm name (or rename)?

Advisers take unique routes to find a meaningful name to carry through the ages.

By Liz Skinner
RIA NEWS JAN 13, 2014
Do your clients suffer from fee blindness?

Most clients have no idea how much their investments and their financial advisers are costing them. As a result, they may unknowingly be putting their retirement at risk.

By Phil Wood
EQUITIES JAN 12, 2014
Goldman calls stock market lofty by most measures

Today's Breakfast with Benjamin includes: Goldman's stock market call, a closer look at Fed policy, lawyers pick apart Volcker rule, retailers and cyber security, combining IRAs, and how not to ignore your client's wife.

By Jeff Benjamin
RIA NEWS JAN 10, 2014
Five things you need to know before investing in liquid alts

Understanding these five tips &amp;mdash; from strategies to expenses &amp;mdash; will help make you a better investor in liquid alternatives

By Dan Thibeault
RETIREMENT PLANNING JAN 10, 2014
Three great reasons to file and suspend Social Security benefits

Claiming strategy triggers benefits for children, spouses and protects your own.

By Mary Beth Franklin
RIA NEWS JAN 10, 2014
Long-term view of the stock market inspires confidence

Plus the greatest hedge fund manager of all time lays out the state of the global economy, and more from wealth manager and CNBC commentator Josh Brown

By Joshua Brown
RIA NEWS JAN 10, 2014
How to cut out the wolf of Wall St.

Exchange-traded funds are one way to avoid the high fees charged by the wolves of Wall St.

By Gregory Crawford
RETIREMENT PLANNING JAN 10, 2014
FICA takes bigger bite out of high earners' paychecks in 2014

About 10 million Americans will fork over a bigger slice of their paycheck to Social Security and Medicare taxes this year but Social Security retirement benefits increase by just 1.5%.

By Mary Beth Franklin
EQUITIES JAN 10, 2014
Rubber meets the road on Fed tapering

Breakfast with Benjamin: Did the Fed make the right move with tapering? We'll know this week. Plus: Hot stocks for cold weather, missing out on the market, consumer sentiment looks bright, office vacancy rates still hurting, and the minimum wage debate.

By Jeff Benjamin
FIXED INCOME JAN 10, 2014
Bernanke sees headwinds fading as U.S. poised to grow

In speech to fellow economists, Fed chief reflects on eight-year tenure.

By Gregory Crawford