RIA News

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Thanks to economy, 80 — yes, 80 — is the new 65
RETIREMENT PLANNING NOV 09, 2011
Thanks to economy, 80 — yes, 80 — is the new 65

Survey shows many workers will have to stay on the job years longer before they can afford to retire

By John Goff
I knew them when: Pre-IPO investing goes retail
RIA NEWS NOV 08, 2011
I knew them when: Pre-IPO investing goes retail

New closed-end fund lets clients bet on future stock market stars

By Andrew Osterland
Despite earlier predictions, no pall at all over muni market
RETIREMENT PLANNING NOV 08, 2011
Despite earlier predictions, no pall at all over muni market

With yields matching, even surpassing comparable Treasuries, municipals suddenly big with advisers

By Jeff Benjamin
PRACTICE MANAGEMENT NOV 08, 2011
Why billion-dollar brokers are on the move

A handful of top-tier advisers and teams have changed firms in the last 30 days, according to our <a href=http://www.investmentnews.com/section/recruiting-moves&amp;fromdate=20111019&amp;todate=20111118&amp;sortorder=aum%28desc%29>Advisers on the Move</a> database.

By Mark Bruno
J.P. Morgan replacing retirement plan fund menu with portfolios
RETIREMENT PLANNING NOV 08, 2011
J.P. Morgan replacing retirement plan fund menu with portfolios

New approach divides fund offerings into a trio of goal-based portfolios

By Darla Mercado
GOP now talking taxes, but Dems say they're talking through their hats
RIA NEWS NOV 08, 2011
GOP now talking taxes, but Dems say they're talking through their hats

Republicans OK with axing tax deductions for the rich, but marginal tax rates still a bone of contention

By John Goff
RIA NEWS NOV 08, 2011
It's not you, it's your firm

It's been about two months since Sallie Krawcheck was ousted from her job at Bank of America Global Wealth Management. At a conference on Monday, the former head of Merrill Lynch's thundering herd praised advisers. She was less generous about the actual firms that advisers work for. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20110616&amp;Kategori=FREE&amp;Lopenr=616009999&amp;Ref=PH>How clients rate the big advisory firms</a>

By John Goff
RIA NEWS NOV 08, 2011
Social Security beneficiaries to receive 3.6% increase

Fifty-five million Social Security beneficiaries will receive a 3.6% cost-of-living adjustment next year, the U.S. government said last week

By Bloomberg
RIA NEWS NOV 08, 2011
Wirehouses warming to indexed annuities

By Darla Mercado
LIFE INSURANCE AND ANNUITIES NOV 08, 2011
Insurance regulators seek stronger annuity disclosure

A group of state insurance regulators voted last week to adopt amendments to an annuity disclosure model that would give customers a detailed breakdown of product features

By Darla Mercado
RETIREMENT PLANNING NOV 08, 2011
&lt;font color=red&gt;FPA Convention &lt;/font&gt;What's the right age to take Social Security?

If the drawdown of assets is done properly, it's best to delay taking that government check.

By Bloomberg
RETIREMENT PLANNING NOV 08, 2011
Retirement experts clash over tax breaks for 401(k) plans

Some want to boost the deferral limit &#8211; others want to do away with it

By Darla Mercado
RIA NEWS NOV 08, 2011
John Hussman: Inside a 'surface' recovery

On the surface, the U.S. economy is gradually recovering

By John Hussman
Darnell to Merrill brokers: I'll stay out of your way
WIREHOUSES NOV 07, 2011
Darnell to Merrill brokers: I'll stay out of your way

Bank of America Corp.'s David Darnell, the commercial banker put in charge of the lender's Merrill Lynch brokerage, promised employees he'll do anything including &#8220;get out of the way&#8221; to help them improve results.

By Bloomberg
Opinion: 'Must hang' Sallie
RIA NEWS NOV 07, 2011
Opinion: 'Must hang' Sallie

Given the recent spate of bad news, it seemed that somebody big had to go at Bank of America. Merrill Lynch president Sallie Krawcheck drew the short straw. The real question is: Did Sallie ever really have a chance of succeeding at BofA?

By Bloomberg
Ex-Schwab pro launches M&A, succession advice business
PRACTICE MANAGEMENT NOV 06, 2011
Ex-Schwab pro launches M&A, succession advice business

The former managing director of strategic business development at Schwab Advisor Services, has launched his own consulting practice.

By Dan Jamieson
RIA NEWS NOV 06, 2011
Focus Financial in the zone – does yet another deal

Sapient makes it No. 8 on the year, boosting firm's AUM to $45B; 'suffocating' at the wirehouse

By Andrew Osterland
RETIREMENT PLANNING NOV 06, 2011
Special report: Tax planning

The lack of leaks is an indication that the panel has decided to refrain from fighting in the media and actually come to the table.

By Mark Bruno
RIA NEWS NOV 06, 2011
A 'perfect storm' for estate planning

Politics, the weak economy and low interest rates have combined to create one of the best environments for estate planning in a generation, according to experts

By Andrew Osterland
INDEPENDENT BROKER DEALERS NOV 06, 2011
UL reserve requirements catch eye of regulators

State regulators have signaled a push for recalculating reserve requirements on a certain type of universal-life insurance, a change that could lead to higher costs for policyholders, as well as fewer insurers' selling the product

By Darla Mercado