RIA News

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RIA NEWS SEP 10, 2012
Merrill Lynch: Don't fear the fiscal cliff

By Paul Menchaca
Debunking the dinar
RIA NEWS SEP 10, 2012
Debunking the dinar

Over the past 12 months, investors have poured about $3 billion into currency mutual funds, according to Morningstar Inc.

By Jason Kephart
Facing possible estate tax, investors stick to sidelines
RETIREMENT PLANNING SEP 09, 2012
Facing possible estate tax, investors stick to sidelines

Advisers urged to get proactive as exclusion could drop to $1 million, from $5 million

By Darla Mercado
RETIREMENT PLANNING SEP 09, 2012
$400M sale to let Hartford retire from retirement biz

By JKEPHART
RIA NEWS SEP 09, 2012
Gold rush expected as demand increases

By Bloomberg
RETIREMENT PLANNING SEP 09, 2012
Retiring south of the border

By MFXFeeder
OPINION SEP 09, 2012
Key reasons for joining an OSJ

Deciding whether to affiliate directly with a broker-dealer or join an existing OSJ involves evaluating factors in your own business, including finances, culture and contractual relationships

By Jodie Papike
RIA NEWS SEP 09, 2012
Political giving by the rich

By AOSTERLAND
RETIREMENT PLANNING SEP 09, 2012
$3B acquisition of REIT sets 'speed record'

By Jeff Benjamin
RETIREMENT PLANNING SEP 09, 2012
Celeb strategist with national radio show misled prospective clients, SEC says

By Liz Skinner
EQUITIES SEP 09, 2012
Profit matters most as investors' focus changes

By Bloomberg
RETIREMENT PLANNING SEP 09, 2012
Help clients determine best age to retire using checklist

By Mary Beth Franklin
RIA NEWS SEP 09, 2012
Top producers from Merrill Lynch set up own shops

By DJAMIESON
RIA NEWS SEP 09, 2012
Fiscal future rides on ballot

At their party conventions, Democrats put the wealthy squarely in the cross hairs for tax hikes, while Republicans promoted tax cuts for all income levels.

By Mark Schoeff Jr.
Tougher Dodd-Frank fiduciary standard for brokers runs aground
REGULATION, LEGAL & COMPLIANCE SEP 07, 2012
Tougher Dodd-Frank fiduciary standard for brokers runs aground

SEC scheduled to meet this week with advocates including Bogle

By Bloomberg
Old-school investment tool could get clients back into equities
RIA NEWS SEP 07, 2012
Old-school investment tool could get clients back into equities

Fund manager: Dollar-cost averaging is good way to play uncertain markets

By Jason Kephart
RETIREMENT PLANNING SEP 06, 2012
Working longer no lock for comfortable retirement

Even though their savings are depleted, many clients still think they can have a comfortable retirement -- as long as they work a few years longer. They might want to rethink that plan.

By Darla Mercado
GOP eager to cut taxes — but which ones?
RIA NEWS SEP 06, 2012
GOP eager to cut taxes — but which ones?

Campaigning on lowering tax man's bite without offering specifics; 'taking their lives into their hands'

By John Goff
Investors set to coin it off latest gold rush
RIA NEWS SEP 06, 2012
Investors set to coin it off latest gold rush

Investors set to coin it off latest gold rush

By John Goff
'This is gold's moment' as bulls build up stockpiles
RIA NEWS SEP 06, 2012
'This is gold's moment' as bulls build up stockpiles

Exchange-traded gold hoard now larger than France's national reserves

By John Goff