RIA News

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RIAS RIA NEWS FEB 13, 2012
Is the U.S. headed for a double recovery?

Yes – that's right. I absolutely believe we will see a double recovery, and not only have I been saying it out loud, now I am putting it in writing.

By Bloomberg
Mark Cuban: Smart grads won't enter finance — and that's a good thing
RIAS RIA NEWS FEB 13, 2012
Mark Cuban: Smart grads won't enter finance — and that's a good thing

Now that George Steinbrenner no longer walks the earth, Mark Cuban is arguably the one sports owner that fans love to hate more than any other.

By Bloomberg
Cheney: Obama playing 'small ball' on entitlements
ADVISOR NEWS RETIREMENT PLANNING FEB 13, 2012
Cheney: Obama playing 'small ball' on entitlements

Former veep tells advisers current administration isn't doing enough to curb spending on social programs

By Bloomberg
Plan sponsors gird for sticker shock with 401(k) fee disclosures
ADVISOR NEWS RETIREMENT PLANNING FEB 13, 2012
Plan sponsors gird for sticker shock with 401(k) fee disclosures

Companies are ignorant about charges levied by plan managers, advisers.

By Lavonne Kuykendall
Changes in tax law could take big bite out of Steve Jobs' estate
ADVISOR NEWS RETIREMENT PLANNING FEB 13, 2012
Changes in tax law could take big bite out of Steve Jobs' estate

Now the best time for heirs to sell Apple, Disney stakes; no reason 'not to sell all of it'

By John Goff
MF Global brokerage clients in limbo
RIAS RIA NEWS FEB 13, 2012
MF Global brokerage clients in limbo

Customers can't get access to accounts -- or even information; ripples may spread to money-market funds

By John Goff
ADVISOR NEWS RETIREMENT PLANNING FEB 13, 2012
Fee decline in target date funds likely to persist

Target date fund fees have been declining year by year and basis point by basis point, and more cuts seem likely

By Robert Steyer
RIAS RIA NEWS FEB 12, 2012
U.C. students propose a 20-year tuition plan

By MFXFeeder
RIAS RIA NEWS FEB 12, 2012
Public colleges may be the ticket, advisers tell clients

With tuition and fees at marquee private colleges now approaching a king's ransom, some advisers are telling clients to consider sending their kids to less prestigious -- but more affordable -- public universities.

By Bloomberg
INVESTING LIFE INSURANCE AND ANNUITIES FEB 12, 2012
White's "hot' pitch

By Bloomberg
Wealthy clients on FaceBook deal: Z-z-z-z-z ...
ADVISOR NEWS RETIREMENT PLANNING FEB 12, 2012
Wealthy clients on FaceBook deal: Z-z-z-z-z ...

Many passing up what's seen as risky, over-hyped bet; don't want to be 'the last money in'

By John Goff
RIAS PRACTICE MANAGEMENT FEB 10, 2012
Whitman stepping down as portfolio manager at Third Avenue

Legendary value investor Marty Whitman is stepping down as co-portfolio manger of Third Avenue Management's $3.3-billion flagship fund. Ian Lapey, who is currently co-portfolio manager of the Third Avenue Value Fund with Mr. Whitman, has been promoted to sole portfolio manager, effective March 1.

By Paul Menchaca
Investing legend from the 90s backs Santorum
RIAS RIA NEWS FEB 10, 2012
Investing legend from the 90s backs Santorum

Rick Santorum's campaign for the Republican nomination for president is getting a big boost from the support of a legendary stock picker from the 80s and 90s.

By Bloomberg
Bill Gross: Life-and-death proposition
RIAS RIA NEWS FEB 10, 2012
Bill Gross: Life-and-death proposition

Pimco chief ​explains how most short to intermediate Treasury yields are 'dangerously close to the zero bound,' which implies limited potential room, if any, for price appreciation.

By Bloomberg
RIAS RIA NEWS FEB 10, 2012
4% withdrawal rule called into question

For nearly two decades, financial advisers have operated under the assumption that retired clients can withdraw a maximum of 4% of their nest egg each year. Now, the thinking is changing. <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20120112&amp;Category=FREE&amp;ArtNo=112009999&amp;Ref=PH>10 worst states for retirement &amp;raquo</a>

By Darla Mercado
Is swimming phenom smart to turn down pool of cash?
ADVISOR NEWS RETIREMENT PLANNING FEB 10, 2012
Is swimming phenom smart to turn down pool of cash?

World aghast that Missy Franklin clings to amateur standing, but sports agent says the move could pay off in the long run

By Lavonne Kuykendall
How to put clients' retirement dreams back together again
ADVISOR NEWS RETIREMENT PLANNING FEB 09, 2012
How to put clients' retirement dreams back together again

Three advisers offer advice about rebuilding shattered nest eggs -- and hopes

By John Goff
Roubini: Different year, same problems
RIAS RIA NEWS FEB 09, 2012
Roubini: Different year, same problems

All asset classes still subject to uncertainties that plagued 2011, says Dr. Doom

By John Goff
Santorum's tax plan would add $1.3T to deficit, study finds
RIAS RIA NEWS FEB 09, 2012
Santorum's tax plan would add $1.3T to deficit, study finds

Plenty of cuts 'but doesn't get rid of anything to help pay for that,' says Tax Policy Center

By John Goff
Insurer-owned indie B-Ds going the way of VHS?
INVESTING LIFE INSURANCE AND ANNUITIES FEB 09, 2012
Insurer-owned indie B-Ds going the way of VHS?

Once the dominant player in the industry, carriers seeing reps exit; consolidation puts squeeze on

By Bruce Kelly