RIA News

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Social Security-claiming options for spouses of different ages
RETIREMENT PLANNING OCT 25, 2013
Social Security-claiming options for spouses of different ages

Sometimes creative strategies just won't work.

By Mary Beth Franklin
RIA NEWS OCT 25, 2013
Yellen to be named by Obama first female Fed chair

President Barack Obama will nominate Janet Yellen as chairman of the Federal Reserve, which would put the world's most powerful central bank in the hands of a key architect of its unprecedented stimulus program. How will the markets react?

By Matt Ackermann
RIA NEWS OCT 25, 2013
Clinton backs Yellen for Fed while defending Summers's past

Former President Bill Clinton said Janet Yellen would be “great” as the next chairman of the Federal Reserve and defended Larry Summers, who withdrew his name from consideration amid lawmaker opposition.

By Matt Ackermann
RIA NEWS OCT 25, 2013
Clients ignoring investment income tax but it's coming

Still time to strategize to minimize impact; trusts likely to feel the brunt.

By Darla Mercado
RIA NEWS OCT 25, 2013
Spooked by higher taxes, investors give more away

Investors riding high amid stock market gains have become more charitable, as fears of increased capital gains taxes linger.

By Darla Mercado
INDEPENDENT BROKER DEALERS OCT 25, 2013
Insurer to sell its broker-dealer to John Hancock

Symetra Investment Services, with about 280 registered reps, not a fit with parent.

By Bruce Kelly
RETIREMENT PLANNING OCT 24, 2013
Social Security benefits to increase 1.5%

Monthly Social Security benefits will increase Jan. 1, thanks to a cost-of-living adjustment.

By Mary Beth Franklin
WIREHOUSES OCT 24, 2013
UBS adds four-member team from Merrill that managed $3.1 billion

L.A.-based group is latest in wave of high-value advisers switching firms.

By Trevor Hunnicutt
RIA NEWS OCT 24, 2013
Seinfeld star's financial adviser sued by regulators

Don't get caught like a deer in headlights like the clients of this Beverly Hills, Calif.-based wealth manager

By Bruce Kelly
RIA NEWS OCT 24, 2013
Inflated U.S. yields underprice default risk, Allianz CEO says

Treasury yields that rose a percentage point this year still fail to reflect the risk that the government of world's largest economy may default, said Michael Diekmann, the chief executive officer of Allianz SE.

By Matt Ackermann
RETIREMENT PLANNING OCT 24, 2013
Shutdown delays announcement of Social Security cost-of-living allowance

Labor Department says CPI report will not be released this week

By Mary Beth Franklin
RIA NEWS OCT 24, 2013
10 stealth economic trends that rule the world

A look into the subtle forces reshaping the world's economies, and other must reads from wealth manager and CNBC commentator Josh Brown

By Joshua Brown
RETIREMENT PLANNING OCT 24, 2013
Your retirement plan is now following you on Twitter

What employees miss by not connecting with plans on social media

By Megan Durisin
RIA NEWS OCT 24, 2013
Gross' flagship fund endures hefty September redemptions

Pimco Total Return Fund, the world's biggest mutual fund, had its fifth straight month of withdrawals as investors continued to flee bonds.

By Matt Ackermann
RIA NEWS OCT 24, 2013
Double your pleasure, double your fun

By By Nicholas Colas
EQUITIES OCT 24, 2013
Cash is trash? Depends on who you're talking to

Who in their right mind would own cash when it's a guaranteed losing proposition? You might be surprised.

By Gregory Crawford
EQUITIES OCT 24, 2013
No big bang for ING IPO

Stock trades higher after company cuts offering price; annuities biz viewed as financial drag

By Darla Mercado
EQUITIES OCT 24, 2013
ING U.S. sets stock offering price at $21-$24 a share

Company to change name to Voya Financial upon IPO, focus on retirement, investment, insurance.

By Darla Mercado
RIA NEWS OCT 23, 2013
Advisory expansion at Schwab helps 3Q profits climb

Firm reports double-digit revenue gains in three units; 15% growth overall.

By Trevor Hunnicutt
RETIREMENT PLANNING OCT 23, 2013
Unraveling mystery Social Security lump-sum payments

Some retirees can receive up to six-months of retroactive benefits.

By Mary Beth Franklin