RIA News

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RETIREMENT PLANNING SEP 01, 2015
Next year's Medicare premium hike is worst-case scenario for retirees

Premiums have been rising twice as fast as Social Security COLAs.

By Mary Beth Franklin
EQUITIES SEP 01, 2015
Go-anywhere bond funds have failed to go anywhere positive over the past year

<i>Breakfast with Benjamin</i>: Nontraditional bond funds that sounded too good to be true are looking like a bust, so far.

By Jeff Benjamin
As volatility continues, more mutual funds go to cash
EQUITIES SEP 01, 2015
As volatility continues, more mutual funds go to cash

Amid market volatility, more mutual funds are playing it safe, but should they be sitting on the sidelines?

By Jeff Benjamin
Advisers should address these legal issues before clients' kids head to college
RIA NEWS SEP 01, 2015
Advisers should address these legal issues before clients' kids head to college

Power of attorney is among the documents that can help reduce stress when a student is away.

By Liz Skinner
Goldman Sachs' BDC launch signals high-yield investments on the rise
ALTERNATIVES SEP 01, 2015
Goldman Sachs' BDC launch signals high-yield investments on the rise

Financial advisers would be wise to bone up on the asset class because they'll be getting sales pitches.

By Jeff Benjamin
PRACTICE MANAGEMENT AUG 31, 2015
Men, women & money: What we can learn from each other

Financial advisers see differences play out and they're not necessarily bad. Here's what men and women can learn from each other.

By Gayle Reed
RIA NEWS AUG 31, 2015
Global inflation could derail Fed's plan to bring rates back to normal

Pricing trends around the world raise the question of whether the Federal Reserve will be confident that inflation in the U.S. will move back to its 2% objective.

By Ion Dan
RETIREMENT PLANNING AUG 31, 2015
Dynasty trust planning: A tax-efficient way to manage your family's assets

It is an estate-planning tool through which a parent's or grandparent's assets can pass on to future generations without being subject to gift, estate or generation-skipping transfer taxes.

By Michelle Canerday and Robert Gerber
Making bigger bets with smaller portfolios
EQUITIES AUG 31, 2015
Making bigger bets with smaller portfolios

A fund with a limited number of stocks might outperform in volatile markets

By Jeff Benjamin
RETIREMENT PLANNING AUG 31, 2015
How and why to file for Social Security benefits online

Given long waits on the phone or for in-person appointments, online applications could be the best way to go.

By Mary Beth Franklin
6 critical financial planning questions all advisers should be able to answer
PRACTICE MANAGEMENT AUG 31, 2015
6 critical financial planning questions all advisers should be able to answer

To remain competitive, advisers should be comfortable and well-versed with these six big topics

By Grant Webster
How does adviser pay in your city stack up?
RIA NEWS AUG 31, 2015
How does adviser pay in your city stack up?

Explore adviser compensation in the 150 most populous metros across the country with this interactive map.

By Ellie Zhu
Hurricane Katrina: 7 lessons advisers can learn from the Coast Guard's response
PRACTICE MANAGEMENT AUG 28, 2015
Hurricane Katrina: 7 lessons advisers can learn from the Coast Guard's response

Following the principles that guided the Coast Guard's successful efforts can increase client trust and loyalty

By Steve Branham
Are PR firms worth the cost?
RIA NEWS AUG 28, 2015
Are PR firms worth the cost?

Price tags for services vary, and advisers should weigh those against the larger marketing budget.

By Liz Skinner
Wild market volatility puts fresh focus on workings of ETFs
ETFS AUG 28, 2015
Wild market volatility puts fresh focus on workings of ETFs

Intraday trading is makes exchange-traded funds special but can also make them dangerous, market players say.

By Trevor Hunnicutt
Vanguard login flap showcases battle of cybersecurity vs. convenience
FINTECH AUG 28, 2015
Vanguard login flap showcases battle of cybersecurity vs. convenience

Advisers, this is why it's better to err on the side of caution &amp;mdash; even if your firm's login and password-recovery processes are annoying.

By Alessandra Malito
PRACTICE MANAGEMENT AUG 28, 2015
7 traits all successful team leaders share

Take stock of what will be expected of you and the skills you need to hone when becoming a team leader

By Steve Branham
RETIREMENT PLANNING AUG 27, 2015
Women save more for retirement but lag men

Lower income, less savings, higher health costs and longer life expectancy contribute to the disparity, but anecdotal and statistical evidence point to a shrinking margin.

By Greg Iacurci
RETIREMENT PLANNING AUG 27, 2015
Bipartisan backing to halt DOL fiduciary rule nowhere in sight

An attempt to get Democratic buy-in on legislation that would force the DOL to hold off on finalizing its rule until the SEC acts died on the vine at a House hearing.

By Mark Schoeff Jr.
RETIREMENT PLANNING AUG 27, 2015
Congresswoman hopes hearing will build momentum against DOL fiduciary rule

Two House subcommittees will hold a joint hearing Thursday focusing in part on a bill written by Rep. Ann Wagner to thwart efforts to raise investment advice standards for retirement accounts.

By Mark Schoeff Jr.