RIA News

Displaying 36719 results
RETIREMENT PLANNING AUG 12, 2012
Secret weapon for maxing out Social Security benefits? Your spouse

Hardly a day goes by that I don't receive an e-mail from <i>InvestmentNews</i> readers about strategies on how to claim Social Security.

By MFXFeeder
RIA NEWS AUG 12, 2012
CFP Board ads to hit NPR airwaves this fall

By Mark Schoeff Jr.
Simmers resurfaces
INDEPENDENT BROKER DEALERS AUG 12, 2012
Simmers resurfaces

John Simmers is jumping back into the IBD business and leading a group that plans to acquire Calton & Associates.

By Bruce Kelly
RIA NEWS AUG 12, 2012
Court case is key for same-sex couples

By Liz Skinner
MUTUAL FUNDS AUG 12, 2012
SEC stirs, money funds scramble

By JKEPHART
Baer buys bull, acquiring Merrill Lynch's non-U.S. business
RIA NEWS AUG 10, 2012
Baer buys bull, acquiring Merrill Lynch's non-U.S. business

Julius Baer agreed to purchase Merrill Lynch's non-U.S. business. How much is the Swiss wealth manager ponying up to acquire the money-losing unit? $880 million.

By John Goff
VA changes at major insurers are afoot, executives say
LIFE INSURANCE AND ANNUITIES AUG 10, 2012
VA changes at major insurers are afoot, executives say

Just when it seemed that the variable annuity industry couldn't handle more change, major sellers MetLife Inc. and Prudential Financial Inc. expect to roll out product updates this month, while The Hartford Financial Services Group Inc. is looking to reduce further its VA book of business.

By Darla Mercado
RETIREMENT PLANNING AUG 10, 2012
Symetra snags Hartford, Sun Life VA vets

Variable annuities up-and-comer hires wholesaler team

By Darla Mercado
Baer eyes bull: Swiss firm bids for Merrill's non-U.S. wealth management biz
RIA NEWS AUG 10, 2012
Baer eyes bull: Swiss firm bids for Merrill's non-U.S. wealth management biz

The venerable Swiss asset manager is in early talks to buy Merrill Lynch's non-U.S. wealth management unit. The offer? Reportedly, around $1.5B

By John Goff
RETIREMENT PLANNING AUG 10, 2012
BofA wields ax at U.S. Trust: Sources

Say some executives at U.S Trust have been let go; claim partial travel ban was also instituted

By John Goff
RIA NEWS AUG 09, 2012
Investment pioneer Swensen treated for cancer

By Gregory Crawford
RIA NEWS AUG 09, 2012
App happy

You'll find no shortage of iPad applications designed for financial advisers. Some are show-stoppers, others mere novelties. Tech guru Davis Janowski tells you which ones make the grade.

By John Goff
RIA NEWS AUG 09, 2012
Following Finra's $84M loss, board election commences

By DJAMIESON
LIFE INSURANCE AND ANNUITIES AUG 09, 2012
VA benefit exchange deals raise questions for B-Ds

By Darla Mercado
MUTUAL FUNDS AUG 09, 2012
TCW fund assets double to $40B since Gundlach's departure

TCW has doubled his mutual fund assets from 2009, when Jeffrey Gundlach's departure led to a number of client defections

By Doug Cubberley
LGBT adults better prepared for retirement, survey finds
RETIREMENT PLANNING AUG 09, 2012
LGBT adults better prepared for retirement, survey finds

Higher savings rate, lower levels of debt cited.

By Liz Skinner
Is TCW on the block?
RIA NEWS AUG 09, 2012
Is TCW on the block?

One option for TCW may be a management-led buyout as Societe Generale faces European debt crisis.

By Doug Cubberley
E-Trade snags Citi exec Freiberg as new CEO
RIA NEWS AUG 09, 2012
E-Trade snags Citi exec Freiberg as new CEO

E-Trade Financial Corp. has tapped former Citigroup Inc. executive Steven Freiberg as its new CEO, starting next month.

By Associated Press
RIA NEWS AUG 08, 2012
IEP lands anchor tenant

RMR Wealth Builders signs on to fledgling hybrid platform; 'modern day co-op'

By DJAMIESON
OPINION AUG 08, 2012
The Interactive Adviser: Expanding your firm online

More and more advisers are posting, tagging and tweeting their way to business growth

By John Anderson