RIA News

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RETIREMENT PLANNING JAN 20, 2013
Why the merry widow is so merry

By Mary Beth Franklin
RIA NEWS JAN 20, 2013
Time may be running out on Legg name

By JKEPHART
Qualified charitable distributions return
RETIREMENT PLANNING JAN 20, 2013
Qualified charitable distributions return

By MFXFeeder
LIFE INSURANCE AND ANNUITIES JAN 20, 2013
Premiums contribute to insurance spending boost

By Liz Skinner
RIA NEWS JAN 20, 2013
Annuities veteran from Fidelity jumps to BofA

By Darla Mercado
RETIREMENT PLANNING JAN 20, 2013
Hartford unwraps VA buyout offer

By Darla Mercado
RETIREMENT PLANNING JAN 20, 2013
All's not well as Wells throws in towel on REIT offerings

By Bruce Kelly
RETIREMENT PLANNING JAN 20, 2013
Thompson grounded

By MFXFeeder
RETIREMENT PLANNING JAN 20, 2013
How self-employment made my season bright

By Mary Beth Franklin
Figuring out Social Security spousal benefit requires some ciphering
RETIREMENT PLANNING JAN 20, 2013
Figuring out Social Security spousal benefit requires some ciphering

Sometimes it's a lot more complicated than just dividing by 2

By Mary Beth Franklin
LIFE INSURANCE AND ANNUITIES JAN 18, 2013
Residents in these three states worst at money matters

Finra survey reveals drop in national financial literacy; 'something wrong with this picture.'

By Mark Schoeff Jr.
RIA NEWS JAN 18, 2013
Regulators to crack down on phony AUM

Facing oversight and image issues, some advisers are stretching the truth about the amount of assets they manage. Regulators are not amused.

By DJAMIESON
Strong quarter at Wells Fargo fails to impress
RIA NEWS JAN 18, 2013
Strong quarter at Wells Fargo fails to impress

By AOSTERLAND
RETIREMENT PLANNING JAN 17, 2013
Float hopes? Another investor sues Fidelity over use of temporary funds

Another plan participant has filed suit against Fidelity, claiming the company misused float income generated off of some $46B held in 401(k) accounts.

By Darla Mercado
Fidelity annuities vet jumps to Bank of America
RETIREMENT PLANNING JAN 17, 2013
Fidelity annuities vet jumps to Bank of America

Jeff Cimini takes on new role as head of personal retirement

By Darla Mercado
Self-employment a halfway house for retirement
RETIREMENT PLANNING JAN 17, 2013
Self-employment a halfway house for retirement

Home-based work makes for a good transistion for clients looking to ease into their golden years

By Mary Beth Franklin
BofA cross-sell seen in new Merrill bonus plan
WIREHOUSES JAN 17, 2013
BofA cross-sell seen in new Merrill bonus plan

Initiates new awards program that could shrink bonuses.

By AOSTERLAND
Keen to promote growth, Morgan Stanley puts a lid on its grid
WIREHOUSES JAN 17, 2013
Keen to promote growth, Morgan Stanley puts a lid on its grid

In a bid to drum up new business, Morgan Stanley will keep its basic cash grid the same in 2013 -- and roll out a growth award program.

By AOSTERLAND
RETIREMENT PLANNING JAN 17, 2013
No surrender: Advisers have 'obligation' to talk life settlements with clients

A policy buyer says such transactions make plenty of sense for certain groups of people

By Liz Skinner
VA buyback offers raising hackles in B-D Land
RETIREMENT PLANNING JAN 17, 2013
VA buyback offers raising hackles in B-D Land

Recent VA buyback offers by insurers are getting a frosty reception from B-Ds. Here's why.

By Darla Mercado