RIA News

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A portfolio strategy that goes all in for alts to dial down market risk
INVESTING EQUITIES JUN 23, 2015
A portfolio strategy that goes all in for alts to dial down market risk

Altegris founder launches new model likely to draw naysayers (who will be singing a different tune when the market corrects)

By Jeff Benjamin
Latest twist on the annuity hits the market
INVESTING LIFE INSURANCE AND ANNUITIES JUN 23, 2015
Latest twist on the annuity hits the market

Natixis launching 'retirement spending account' through advisers; other companies expected to follow with me-too products.

By Bloomberg
ADVISOR NEWS RETIREMENT PLANNING JUN 23, 2015
An adviser's retirement income software toolbox

Software that helps with issues ranging from health care costs to tax-efficient withdrawal strategies

By Mark Schoeff Jr.
Exclusive: Schwab robo-adviser crosses half-billion dollar mark
RIAS RIA NEWS JUN 23, 2015
Exclusive: Schwab robo-adviser crosses half-billion dollar mark

Retail investors respond in large numbers to the Intelligent Portfolios offering.

By Trevor Hunnicutt
Royal Alliance to pay $1.4 million over nontraded REIT, VA sales
INVESTING ALTERNATIVES JUN 22, 2015
Royal Alliance to pay $1.4 million over nontraded REIT, VA sales

Award is tied to string of cases brought by retirees who said a broker placed them in unsuitable investments.

By Mason Braswell
RIAS PRACTICE MANAGEMENT JUN 22, 2015
No bull: Why it's a good idea to risk everything

The United Capital chief recounts the lessons he's learned from running with the bulls in Pamplona over the past four decades.

By Joe Duran
RIAS PRACTICE MANAGEMENT JUN 22, 2015
How to make better decisions for you and your clients

Greece shows how bad decisions can add up to create a nightmare.

By Joe Duran
The world braces for a slower Chinese economy
INVESTING EQUITIES JUN 22, 2015
The world braces for a slower Chinese economy

<i>Breakfast with Benjamin</i>: A weakening China will show the world how much it is really hooked on the Chinese economy.

By Jeff Benjamin
ADVISOR NEWS RETIREMENT PLANNING JUN 22, 2015
When it comes to retirement savings, millennials blow past boomers

Hindsight and grit make millennials a financially savvy generation.

By Jeff Benjamin
ADVISOR NEWS RETIREMENT PLANNING JUN 22, 2015
A retirement plan from the guy who teaches retirement income planning

The American College's David Littell lays out his goals and strategies and finds that sometimes, it's not as easy in real life as on paper.

By Bloomberg
Top 10 401(k) plans among the biggest S&P 500 companies
ADVISOR NEWS RETIREMENT PLANNING JUN 22, 2015
Top 10 401(k) plans among the biggest S&P 500 companies

Employers often match part of workers' before-tax contributions to 401(k)s, but some plans are more generous than others.

By Bloomberg
ADVISOR NEWS REGULATION AND LEGISLATION JUN 22, 2015
Ex-NFL player left out in the cold after $2 million award

A former Green Bay Packers starter is unlikely to recoup funds lost from Resource Horizons, a firm that's already racked up more than $4 million in unpaid damages. <i>(More: <a href=&quot;http://www.investmentnews.com/gallery/20130812/FREE/812009998/PH/athletes-vs-advisers&quot; target=&quot;_blank&quot;>7 famous athletes who claimed they were duped by advisers</a>)</i>

By Mason Braswell
When it comes to retirement savings, millennials blow past boomers
ADVISOR NEWS RETIREMENT PLANNING JUN 20, 2015
When it comes to retirement savings, millennials blow past boomers

Hindsight and grit make millennials a financially savvy generation

By Jeff Benjamin
Lawmakers consider lower tax rate for intellectual property housed in the U.S.
ADVISOR NEWS RETIREMENT PLANNING JUN 19, 2015
Lawmakers consider lower tax rate for intellectual property housed in the U.S.

The idea &amp;mdash; known as a patent box or innovation box &amp;mdash; would help companies trying to maintain low tax rates they've achieved by booking income in overseas tax havens.

By Bloomberg
RIAS RIA NEWS JUN 19, 2015
Three must-read books to inform your gold investments

If you're going to argue about gold, then you should at least understand it.

By Bloomberg
Oregon joins states attempting to bolster small business retirement plans
ADVISOR NEWS RETIREMENT PLANNING JUN 19, 2015
Oregon joins states attempting to bolster small business retirement plans

More states aim to plug a hole as half of private-sector workers have no access to a 401(k) or a pension plan on the job.

By Bloomberg
INVESTING EQUITIES JUN 19, 2015
Why male advisers are still not connecting with female clients

<i>Breakfast with Benjamin:</i> Male financial advisers still can't find a way to fully communicate with the female half of client couples. Here's why.

By Jeff Benjamin
Fewer Americans risking their retirement money with stupid investments
ADVISOR NEWS RETIREMENT PLANNING JUN 19, 2015
Fewer Americans risking their retirement money with stupid investments

Defined contribution plans are getting more balanced, new data on Vanguard 401(k)s show.

By Bloomberg
Credit Suisse: Low U.S. stock volatility may be calm before storm
INVESTING EQUITIES JUN 19, 2015
Credit Suisse: Low U.S. stock volatility may be calm before storm

Relative calm in U.S. equities trading is an indication that the current bull market may become a bubble.

By Bloomberg
RIAS RIA NEWS JUN 19, 2015
Top independent adviser manages $3.5 billion in new ranking

More than 20,000 independent RIAs in the U.S. increased assets 82% to $2.3 trillion from 2007 to 2013 while assets at largest retail brokerages rose 8.2% to $6.2 trillion.

By Bloomberg