RIA News

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RIA NEWS DEC 29, 2011
New year, new fear

A new survey shows advisers have one overwhelming worry for 2012. And surprisingly, it has nothing to do with client retention or the mysteries of social media. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111228&amp;Category=FREE&amp;ArtNo=122809999&amp;Ref=PH>The best-performing mutual fund families this year &amp;raquo;</a>

By John Goff
RIA NEWS DEC 29, 2011
Ultrarich are aware of tax loophole on unrealized gains

By Bloomberg
'T-minus' Buffet enters the private placement biz
RIA NEWS DEC 29, 2011
'T-minus' Buffet enters the private placement biz

Firm that bears no relationship to the Oracle of Omaha or Berkshire Hathaway filed offering with the SEC last month

By Bruce Kelly
States: Advisers violating rules by using 'RIA'
RIA NEWS DEC 29, 2011
States: Advisers violating rules by using 'RIA'

Signatures on letters often followed by 'RIA,' implying earned designation; it's not

By Bloomberg
Goldman, Templeton BRIC funds slammed in commodities selloff
EMERGING MARKETS DEC 29, 2011
Goldman, Templeton BRIC funds slammed in commodities selloff

Emerging-markets funds managed by Goldman Sachs Group Inc. and Franklin Resources Inc. were among the U.S.-registered mutual funds that fell the most in last week's commodities selloff.

By Doug Cubberley
Tide against Janus as outflows mount
RIA NEWS DEC 28, 2011
Tide against Janus as outflows mount

Tenth straight quarter for negative flows; profit off 46 percent as well

By John Goff
RIA NEWS DEC 28, 2011
Freaky Friday? Pimco and Janus try different roles

Pimco is king of bond funds. Janus is known as an equity specialist. But in a bid to attract more investors, each fund firm is starting to work the other side of the street. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20120126&amp;Category=FREE&amp;ArtNo=126009999&amp;Ref=PH>Dividend stocks that could pop this year &amp;raquo;</a>

By Bloomberg
Gundlach and Gross part company over banks — and so far, Gundlach's winning
RIA NEWS DEC 28, 2011
Gundlach and Gross part company over banks — and so far, Gundlach's winning

Pimco manager's performance dragged down by bank debt; Doubline big bailed early on

By John Goff
Pimco branches out with dividend funds
RIA NEWS DEC 28, 2011
Pimco branches out with dividend funds

Bond fund giant continues push into equity space

By John Goff
Commiseration the theme of a volatile 2011
RIA NEWS DEC 28, 2011
Commiseration the theme of a volatile 2011

A survey by the SEI Advisor Network found that wildly volatile markets in 2011 presented an opportunity for advisers to reach out more to clients and strengthen existing relationships.

By Andrew Osterland
Right now, raw materials a raw deal for investors
RIA NEWS DEC 28, 2011
Right now, raw materials a raw deal for investors

Commodities prices plummeting as speculators cut long bets; for many, portfolio position the 'fetal position'

By John Goff
Gold drops below $1,600 as stronger dollar muscles in
RIA NEWS DEC 28, 2011
Gold drops below $1,600 as stronger dollar muscles in

Gold closed below its 200-day moving average today, signaling prices may drop to $1,400, according to Stifel Nicolaus &amp; Co.

By Doug Cubberley
RETIREMENT PLANNING DEC 28, 2011
Gifting on the rise as rich look to duck 55% estate tax

Wealthy locking in 35% tax rate before death tax returns; 'Throw Momma from the Train' law

By Bloomberg
RETIREMENT PLANNING DEC 28, 2011
Steinbrenner's death raises estate tax issue

Even in death, George Steinbrenner went out a winner.

By Bloomberg
Thirty-year fixed still fixed below 4%
RETIREMENT PLANNING DEC 27, 2011
Thirty-year fixed still fixed below 4%

Eight straight weeks home loans have hovered around record lows; should client's refi?

By John Goff
RETIREMENT PLANNING DEC 27, 2011
10 cities where home prices are still skidding

By John Goff
No guarantees, but life insurers look set for revival in 2012
LIFE INSURANCE AND ANNUITIES DEC 27, 2011
No guarantees, but life insurers look set for revival in 2012

Low interest rates seen as manageable; stock prices 'beaten down to ridiculous levels'

By Darla Mercado
RIA NEWS DEC 27, 2011
VA carriers hunkering down

By Darla Mercado
Europe's doom and gloom is overdone: Cetera strategist
FIXED INCOME DEC 27, 2011
Europe's doom and gloom is overdone: Cetera strategist

Europe is being blamed again today for the volatility in the U.S. equity markets, but some market watchers are saying the knee-jerk reactions by investors go too far.

By Jeff Benjamin
DeMark reports 'strongest short-term buy signal' in 40 years
RIA NEWS DEC 27, 2011
DeMark reports 'strongest short-term buy signal' in 40 years

Technical analyst sees S&amp;P 500 topping 1,330 in December; reversal around Christmas

By John Goff