RIA News

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EQUITIES MAY 07, 2013
Alcoa now seen as tin-plated bellwether

Once seen as an accurate barometer of the state of corporate America, Alcoa has lost its relevance to stock market watchers.

By John Goff
RETIREMENT PLANNING MAY 07, 2013
The next big rollover vehicle? Longevity insurance

With sales of deferred-income annuities up, carriers see an opportunity

By Darla Mercado
RETIREMENT PLANNING MAY 07, 2013
Pru's VA price hike too much for Raymond James

Prudential's decision to raise the price tag on an already pricey VA has some B-Ds thinking twice about pushing the product. Darla Mercado reports.

By Darla Mercado
FINTECH MAY 07, 2013
Schwab plans product review site for advisers

By Davis Janowski
RETIREMENT PLANNING MAY 06, 2013
MetLife adviser ranks thinning out fast after cuts

MetLife has trimmed a third of its adviser force amid a push to save $150 million a year by 2014. Question is, are the job cuts over?

By Bruce Kelly
RIA NEWS MAY 06, 2013
Structured products gain favor

By Darla Mercado
RETIREMENT PLANNING MAY 06, 2013
Axa latest insurer to yank generous VA options

Axa is the latest insurer to drop aggressive VA investment options, moving customers into funds that are less volatile. The shift will affect some 500,000 policies.

By Darla Mercado
RETIREMENT PLANNING MAY 06, 2013
DIY movement expanding to Social Security planning

Advisers rank low on list of resources pre-retirees turn to for help.

By Darla Mercado
RIA NEWS MAY 05, 2013
Momentum investing gains momentum

Momentum investing is gaining, well, momentum, and could replace a growth allocation in some portfolios. Jason Kephart explains.

By JKEPHART
FINTECH MAY 05, 2013
Savant Capital takes advice online

Advisory firm now offering online version of investment advice available at offices.

By Liz Skinner
RIA NEWS MAY 05, 2013
Guru: Secular bear market isn't over

By DJAMIESON
RETIREMENT PLANNING MAY 05, 2013
Social Security software firm offering new service levels

By Mary Beth Franklin
RIA NEWS MAY 05, 2013
RIAs bringing in new money, study finds

By AOSTERLAND
WIREHOUSES MAY 05, 2013
UBS wealth unit reports record profits, inflows

By DJAMIESON
RETIREMENT PLANNING MAY 05, 2013
Float suit vs. Fidelity

By Darla Mercado
WIREHOUSES MAY 05, 2013
Outlook good for wirehouses

By AOSTERLAND
RIA NEWS MAY 05, 2013
UBS should hive off wealth management unit, shareholder says

In a letter to UBS staff and shareholders, Knight Vinke said the bank should split up its investment bank and wealth management units.

By Gregory Crawford
PRACTICE MANAGEMENT MAY 05, 2013
UBS elevates Mathews to oversee ultra high-net-worth business

Former regional director replaces Chandler, who will run wealth management.

By Darla Mercado
WIREHOUSES MAY 05, 2013
Influential bank analyst says wirehouses looking good

Bank analyst sees wirehouses as big winners in wealth-management industry recovery. Light at the end of the tunnel?

By AOSTERLAND
WIREHOUSES MAY 05, 2013
UBS wealth management announces record profits, new money

Focus on wealth and asset management paying off as revamp from capital-heavy activities accelerates.

By DJAMIESON