RIA News

Displaying 36716 results
Mulligan? How to undo a Social Security claiming decision
RETIREMENT PLANNING NOV 14, 2012
Mulligan? How to undo a Social Security claiming decision

Although the payback option is limited, there are still ways to boost benefits

By Mary Beth Franklin
RETIREMENT PLANNING NOV 13, 2012
Stable-value-fund fee data elusive despite DOL regs

By Darla Mercado
Cortazzo moves affiliation to LPL Financial from SII
RIA NEWS NOV 13, 2012
Cortazzo moves affiliation to LPL Financial from SII

By Bruce Kelly
Top LPL adviser going — but not gone
RIA NEWS NOV 13, 2012
Top LPL adviser going — but not gone

Waldron to custody assets elsewhere but keep relationship

By Bruce Kelly
Gross: Romney or Obama? Doesn't matter
RIA NEWS NOV 13, 2012
Gross: Romney or Obama? Doesn't matter

Pimco chief Bill Gross says Democrats and Republicans have all focused on re-electing themselves rather than constructively plotting a way forward on monetary policy.

By Bill Gross
RETIREMENT PLANNING NOV 13, 2012
Mary Beth Franklin: Get your (Social Security) tricks on Route 66

One spouse must wait until age 66 to exercise creative claiming strategiesThat's the magic number for maxing spousal benefits

By Mary Beth Franklin
LPL landing some big teams — with more to follow
INDEPENDENT BROKER DEALERS NOV 13, 2012
LPL landing some big teams — with more to follow

Five groups with $4.4B in assets have signed on during the past three months; 'strong pipeline'

By Bruce Kelly
RIA NEWS NOV 13, 2012
How RIAs achieve superior financial performance

In addition to financial metrics and top performer analysis, this year's Financial Performance Study of Advisory Firms includes discussions of marketing and business development, and pricing and segmentation.

By Kcruz
RIA NEWS NOV 13, 2012
Out of DeWaay: Another top rep exits troubled B-D

By Bruce Kelly
Retirees take some lumps from lump-sum offers
RETIREMENT PLANNING NOV 12, 2012
Retirees take some lumps from lump-sum offers

Former employees tempted by penion buyout offers, but most better off with income stream

By Mary Beth Franklin
Does Pru's hiring of DOL big signal reg changes for stable value?
RETIREMENT PLANNING NOV 11, 2012
Does Pru's hiring of DOL big signal reg changes for stable value?

ERISA lawyers say recruitment of Davis suggests insurer could be prepping for new rules

By Darla Mercado
RIA NEWS NOV 11, 2012
On their own

By Jason Kephart
RIA NEWS NOV 11, 2012
Resolution would aid equities, hurt bonds

By Jason Kephart
PRACTICE MANAGEMENT NOV 11, 2012
Holistic planning requires knowledge of human nature

A planner looks at how what she learned in her training for a CFP designation matches the skills needed to work with clients.

By Janowski Davis
RIA NEWS NOV 11, 2012
Finally, an Advisor Center iPad app; Boulevard R introduces RetiremapHQ.com; New version of Adhesion

By Janowski Davis
LIFE INSURANCE AND ANNUITIES NOV 11, 2012
Buffett biographer: Don't invest in 'stuff'

By Liz Skinner
RIA NEWS NOV 11, 2012
Service trumps performance, Krawcheck says

By Jason Kephart
RIA NEWS NOV 11, 2012
Absolute return is a powerful tool

By Brad Godfrey
RETIREMENT PLANNING NOV 11, 2012
Get your (Social Security) tricks on Route 66

By MFXFeeder
FIXED INCOME NOV 11, 2012
Fed's Williams says bond buying will spur growth

By Bloomberg