RIA News

Displaying 36716 results
RIA NEWS AUG 09, 2015
Custodians try to entice breakaways with substantial perks

More deal sweeteners are being used by custodians to lure big breakaway teams. </br><b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150809/CLEARING&quot; target=&quot;_blank&quot;>Our special report on custodians and clearing firms</a>)</b></i>

By Mason Braswell
Custodians and clearing firms ranked by number of clients
RIA NEWS AUG 09, 2015
Custodians and clearing firms ranked by number of clients

New data gathered by <i>InvestmentNews</i> shows how these firms stack up

By InvestmentNews Data
The Fed's rate-hike plan now sees an obstacle in the form of China
EQUITIES AUG 08, 2015
The Fed's rate-hike plan now sees an obstacle in the form of China

<i>Breakfast with Benjamin</i>: China could stand in the way, as their market struggles create a risk of tightening into a slowing global economy.

By Jeff Benjamin
Amazon's less-than-generous 401(k) plan
RETIREMENT PLANNING AUG 07, 2015
Amazon's less-than-generous 401(k) plan

The online retail giant's retirement program includes company matches made entirely in Amazon stock.

By Bloomberg
RETIREMENT PLANNING AUG 07, 2015
Neil Young joins Hawaii homesellers listing big estates

The legendary singer-songwriter is selling his $24.5 million Waialea Bay property with a five-bedroom beach house, two guest cottages and 830 feet of ocean frontage.

By Bloomberg
RETIREMENT PLANNING AUG 07, 2015
Kick your kids out of the house without feeling guilty

Jobs and wages are rebounding &amp;mdash; time to get those millennials out on their own.

By Liz Skinner
No Social Security cost-of-living adjustment expected for 2016
RETIREMENT PLANNING AUG 07, 2015
No Social Security cost-of-living adjustment expected for 2016

High-income retirees could see net benefits decline as their Medicare premiums rise.

By Mary Beth Franklin
Retirement accounts are hitting new highs, which is good news for advisers
EQUITIES AUG 07, 2015
Retirement accounts are hitting new highs, which is good news for advisers

<i>Breakfast with Benjamin</i>: Investors are really starting to sock money away for retirement, which is good news for advisers.

By Jeff Benjamin
INDEPENDENT BROKER DEALERS AUG 07, 2015
Cetera closing J.P. Turner, offering some brokers jobs at Summit

CEO Larry Roth claims the move is not part of any widespread consolidation within RCAP's retail brokerage division.

By Bruce Kelly
RIA NEWS AUG 07, 2015
Many millennials don't realize they have a ton of stock

The growing trend of 401(k) plans that automatically enroll participants in target-date funds means that young workers may have more invested in equities than they're comfortable with.

By Bloomberg
RIA NEWS AUG 06, 2015
Meredith Whitney returns, this time managing money at an insurance company

After her hedge fund didn't work out, the banking analyst is now overseeing an equity portfolio for a Bermuda-based insurer.

By Bloomberg
Ex-JPMorgan banker partnered with his dad in a multi-year insider-trading ring
EQUITIES AUG 06, 2015
Ex-JPMorgan banker partnered with his dad in a multi-year insider-trading ring

<i>Breakfast with Benjamin</i> The banker was caught sharing insider information with his dad, who then used golf jargon to try and disguise the scheme.

By Jeff Benjamin
Stay calm and don't worry about the jobs report
EQUITIES AUG 06, 2015
Stay calm and don't worry about the jobs report

<i>Breakfast with Benjamin</i>: A modest change in employment data won't change the Fed's course.

By Jeff Benjamin
Michael Kitces' weekend reading for financial advisers
RETIREMENT PLANNING AUG 06, 2015
Michael Kitces' weekend reading for financial advisers

Pimco gets put on notice, the latest twist in the CFP Board-Camarda battle, and the rest of the week's must-reads for advisers

By mkitces
RETIREMENT PLANNING AUG 06, 2015
Ask the Adviser: Can I really afford that vacation home?

You've picked your favorite vacation destination, visited multiple times and gotten to know the town. Now here's how to make that second home a permanent reality.

By Joe O'Boyle
NextGen investors require advisers adopt new classifications
PRACTICE MANAGEMENT AUG 06, 2015
NextGen investors require advisers adopt new classifications

Client categories like DIYs, validators and delegators don't fit younger investors.

By Sheryl Rowling
China's stock market freefall has only just begun
EQUITIES AUG 06, 2015
China's stock market freefall has only just begun

<i>Breakfast with Benjamin</i> China's stock market rout is being described as just the beginning, with some big moves still to come.

By Jeff Benjamin
Is it time to jump into energy stocks?
RIA NEWS AUG 06, 2015
Is it time to jump into energy stocks?

<i>Breakfast with Benjamin</i>: If 13 weeks of falling energy-stock prices has you looking for an entry point, hold your fire: The sector is still very pricey.

By Jeff Benjamin
China, Greece no worries for investors who send stocks to big July gain
EQUITIES AUG 06, 2015
China, Greece no worries for investors who send stocks to big July gain

Investors shrugged off worries about China and Greece to send the S&amp;P 500 index up 2% last month to its biggest monthly gain since February as most companies reported better-than-expected profits.

By Bloomberg
PRACTICE MANAGEMENT AUG 06, 2015
4 ways advisers can become more actively engaged with female investors

Women want the same things as men when it comes to investing, but their perceptions and approaches differ

By Nicole Johnson