RIA News

Displaying 36720 results
PRACTICE MANAGEMENT MAR 17, 2013
Advisers neglect own retirement planning

By Liz Skinner
RIA NEWS MAR 17, 2013
Schapiro's next gig looks to be at General Electric

By AOSTERLAND
RIA NEWS MAR 17, 2013
Camp's tax proposal enters revenue-neutral territory

Ways and Means boss backs comprehensive reform — but not hiking rates

By Mark Schoeff Jr.
It gets worse: Hedge fund star predicts bigger crisis than '08
RETIREMENT PLANNING MAR 17, 2013
It gets worse: Hedge fund star predicts bigger crisis than '08

Stan Druckenmiller says rising entitlement costs, unsustainable spending will have dire consequences.

By Paul Menchaca
RETIREMENT PLANNING MAR 17, 2013
Insurers tweaking fees, not products, in variable annuity world

Insurers didn't seem overly interested in tweaking their VA offerings in 4Q. Instead, they tinkered with the fees.

By Darla Mercado
RETIREMENT PLANNING MAR 17, 2013
Pru fee hike another nail in VA coffin

Advisers now questioning value proposition for products

By Darla Mercado
FINTECH MAR 17, 2013
Cheap stocking stuffers for business users of the iPad

By Janowski Davis
EQUITIES MAR 15, 2013
Where are the fund shareholders' yachts?

Investors in mutual fund companies doing better than fund shareholders.

By JKEPHART
RIA NEWS MAR 13, 2013
Taxpayers see red over identity theft

Tops IRS 'dirty dozen' list of tax schemes.

By Liz Skinner
RIA NEWS MAR 13, 2013
Tough 2012 for Fidelity

Income fell 29% and earnings slid to $2.3 billion

By Bloomberg
EQUITIES MAR 13, 2013
Fees, rates, redemptions hit Fidelity

Investors pulled $5.3 billion in 2012; better than the $36.3 billion yanked in 2011.

By Gregory Crawford
RETIREMENT PLANNING MAR 13, 2013
Factoring a child's benefit into a claiming strategy

By MFXFeeder
RIA NEWS MAR 12, 2013
Biggest nontraded REIT being dogged by its own shareholders

Inland American Real Estate Trust Inc. investors are jumping on an SEC investigation into false valuations and excess fees at the nontraded REIT.

By Bruce Kelly
RIA NEWS MAR 12, 2013
2012 a good year for advisers

By any measure, 2012 was very kind to advisers. Assets under management and revenue both hit record levels. Plus, advisers managed to cut back on the number of accounts they handle.

By AOSTERLAND
RETIREMENT PLANNING MAR 12, 2013
Real estate maven Tony Thompson falls on hard times

By Bruce Kelly
Ghost of Smith Barney? Brokerage fuels big 4Q for Morgan Stanley
WIREHOUSES MAR 12, 2013
Ghost of Smith Barney? Brokerage fuels big 4Q for Morgan Stanley

Company booked $550M profit in quarter; wealth management unit leads the way

By John Goff
MS Wealth Management vaults past margin target
RIA NEWS MAR 12, 2013
MS Wealth Management vaults past margin target

Unit ahead of schedule, records 17% pretax margin in fourth quarter; 'let's not get too wound up.'

By JKEPHART
RETIREMENT PLANNING MAR 11, 2013
Mining company bankruptcy the canary in coal mine for pensioners

Promised health care benefits for 10,000 on the cutting block; 'rug pulled out from under you'.

By Darla Mercado
RIA NEWS MAR 11, 2013
Buffett: In the U.S., bet on capitalism

Warren Buffett, the Oracle of Omaha, says investors should bet on the 'natural juices' of capitalism to continue to lead the U.S. economy out of recession.

By Gregory Crawford
INDEPENDENT BROKER DEALERS MAR 11, 2013
Senator pushes SEC's Walter on fiduciary rule

New Senate banking committee leader says uniform fiduciary duty should be a priority.

By Mark Schoeff Jr.