RIA News

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RETIREMENT PLANNING OCT 13, 2015
Tips for how employees can get the most out of their retirement plan

The chief executive of retirement services provider TIAA-CREF weighs in on what is and isn't working when it comes to retirement savings.

By Bloomberg
ALTERNATIVES OCT 13, 2015
Advisers using alternative investments still struggle with allocations

How much to allocate is both an unanswerable question in general and one that absolutely needs to be addressed for each client. </br><b><i>(More: <a href=&quot;http://www.investmentnews.com/section/specialreport/20151011/ALTS2015&quot; target=&quot;_blank&quot;>IN's Spotlight on Alternative Investments special report</a>)</b></i>

By Jeff Benjamin
RIA NEWS OCT 13, 2015
State securities regulators put out proposal to protect seniors

Proposal would clarify brokers' and advisers' responsibilities in cases of suspected elder abuse

By Mason Braswell
OPINION OCT 13, 2015
Americans more ready for retirement than ever

Compared to other nations, we have a substantial head start in building a sound, funded solution for the challenges of aging populations

By Paul Schott Stevens
RETIREMENT PLANNING OCT 13, 2015
Helping a client decide where to live is a critical part of retirement planning

Helping a client decide where to live is a critical part of retirement planning, and the discussions may need to include clients' family members or physicians.

By Liz Skinner
Managing the convergence of compliance and technology
OPINION OCT 12, 2015
Managing the convergence of compliance and technology

A common thread across technology-driven breaches is the failure of firms to establish and enforce policies and procedures.

By Carlos Guillen
RETIREMENT PLANNING OCT 12, 2015
Most Americans know shockingly little about their employer-provided benefits

When was the last time you checked what your employer is offering you?

By Laura Sanicola
Robo-advisers not the end-all in financial technology
FINTECH OCT 12, 2015
Robo-advisers not the end-all in financial technology

Other digital platforms that advisers should also have on their radar screens handle functions other than investing.

By Alessandra Malito
Balancing debt reduction and retirement savings among millennials
RETIREMENT PLANNING OCT 12, 2015
Balancing debt reduction and retirement savings among millennials

Students are graduating with more debt than ever before, but advisers should make sure retirement savings aren't neglected.

By Greg Iacurci
Now is the time to evolve your firm's technology
FINTECH OCT 12, 2015
Now is the time to evolve your firm's technology

To remain competitive in the years ahead, advisers shouldn't be playing catch-up to disruptors.

By Deborah Fox
RETIREMENT PLANNING OCT 12, 2015
Is a financial plan enough?

Maintaining quality of life throughout increasingly long retirements brings a new set of challenges for advisers and their clients.

By Frank McAleer
6 ways advisers can benefit from the avalanche of technology advancement
FINTECH OCT 12, 2015
6 ways advisers can benefit from the avalanche of technology advancement

Don't underestimate the impact digital technology can have on the advice industry.

By Steve Sanduski
FIXED INCOME OCT 11, 2015
Interest rates: Lower for longer

Deteriorating demographics, low productivity growth and a need for more deleveraging will keep a lid on rates for the foreseeable future.

By Charles Tan
Fallout at Fortress Investment Group
RETIREMENT PLANNING OCT 11, 2015
Fallout at Fortress Investment Group

<i>Breakfast with Benjamin</i>: Top hedge fund manager Michael Novogratz (pictured) hits the bricks, and the firm is closing its flagship macro hedge fund.

By Jeff Benjamin
Banks take center stage in earnings season
EQUITIES OCT 11, 2015
Banks take center stage in earnings season

<i>Breakfast with Benjamin</i>: All eyes will be on banks this week and earnings season welcomes the reports from the financial sector.

By Jeff Benjamin
RETIREMENT PLANNING OCT 11, 2015
Retirement plan key to good business

By Joe DeSilva
Here are the most sensational parts of Bill Gross' suit against Pimco
REGULATION AND LEGISLATION OCT 10, 2015
Here are the most sensational parts of Bill Gross' suit against Pimco

From how much money the money manager's executives make, to jabs at former colleagues, the lawsuit is chock-full of internal intrigue.

By Bloomberg
RETIREMENT PLANNING OCT 09, 2015
Solving the 401(k)-to-IRA rollover conundrum

Rolling retirement assets into one convenient account can be a full-time job, but it doesn't have to be that way.

By Bloomberg
Bill Gross takes a big shot at Pimco but it's a long one
RIA NEWS OCT 09, 2015
Bill Gross takes a big shot at Pimco but it's a long one

The Pimco co-founder's lawsuit gives his side of the internal war that led to his departure, what it doesn't mention is any written employment contract that would bar him from being shown the door. That could be the key.

By Bloomberg
Bill Gross suing Pimco for 'hundreds of millions' over his ouster
FIXED INCOME OCT 09, 2015
Bill Gross suing Pimco for 'hundreds of millions' over his ouster

The legendary bond manager claims he was wrongfully pushed out by a &#8220;cabal&#8221; of Pimco execs seeking a bigger slice of the bonus pool. </br><i><b>(More: <a href="//www.investmentnews.com/article/20141006/FREE/141009964/bill-gross-speaks-out-on-pimco-exit-vows-to-regain-crown-at-janus&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">Bill Gross speaks out on Pimco exit, vows to defeat his rivals</a>)</b></i>

By Bloomberg