RIA News

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RETIREMENT PLANNING SEP 28, 2015
Seniors squeezed by no Social Security increase

Official inflation measure ignores retirees' biggest costs; Medicare hike a focus

By Mary Beth Franklin
Seniors squeezed by no Social Security increase
RETIREMENT PLANNING SEP 28, 2015
Seniors squeezed by no Social Security increase

2016 will mark the third time that seniors have received no increase in Social Security benefits since automatic COLAs were enacted by Congress in 1975. The first two times were in 2010 and 2011.

By Mary Beth Franklin
EQUITIES SEP 28, 2015
Jackson National to offer DoubleLine smart beta fund in VAs

Smart-beta strategies got their latest seal of approval in the form of a $100 million mandate from variable annuity giant Jackson National, which has added the DoubleLine Shiller Enhanced CAPE Fund to its menu of VA investment options.

By Jeff Benjamin
RETIREMENT PLANNING SEP 28, 2015
Social Security rules for divorced spouses are complex — here's what you need to know

For example, you must be single to collect spousal benefits on an ex.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 28, 2015
How millennials can balance debt reduction and retirement savings

Students are graduating with more debt than ever before, but they should make sure they don't neglect their retirement savings.

By Greg Iacurci
Biotech beat down weighs on the markets
EQUITIES SEP 28, 2015
Biotech beat down weighs on the markets

<i>Breakfast with Benjamin</i>: The biotech stock bloodbath is starting to look like more than just political bluster.

By Jeff Benjamin
State regulators, Finra, SIFMA propose fee disclosure model for brokers
PRACTICE MANAGEMENT SEP 28, 2015
State regulators, Finra, SIFMA propose fee disclosure model for brokers

State regulators, Finra, SIFMA say their approach would clarify charges to investors, yet commissions and advisory fees are left out of the plan.

By Mark Schoeff Jr.
Complex Social Security rules for divorced spouses
RETIREMENT PLANNING SEP 28, 2015
Complex Social Security rules for divorced spouses

You must be single to collect spousal benefits on an ex.

By Mary Beth Franklin
Guggenheim's fixed-income shop shaping up to be next bond kingdom
ETFS SEP 28, 2015
Guggenheim's fixed-income shop shaping up to be next bond kingdom

Recent fund performance is leaving higher-profile competitors in the dust.

By Jeff Benjamin
Gross pushes Fed to lift rates, says Americans 'cooked alive' as central bankers dally
FIXED INCOME SEP 28, 2015
Gross pushes Fed to lift rates, says Americans 'cooked alive' as central bankers dally

Janus bond manager says market jolt from hike would be fair trade for long-term health

By Bloomberg
Wells Fargo lands two Morgan Stanley teams with $1 billion combined
PRACTICE MANAGEMENT SEP 28, 2015
Wells Fargo lands two Morgan Stanley teams with $1 billion combined

Round of late summer hires includes $700 million team and $300 million team.

By Laura Sanicola
Dimensional Fund Advisors posts 77th consecutive month of positive sales
PRACTICE MANAGEMENT SEP 28, 2015
Dimensional Fund Advisors posts 77th consecutive month of positive sales

Firm, a favorite of advisers, keeps clients invested despite market swings.

By Trevor Hunnicutt
Social Security benefits for remarried widows and widowers
RETIREMENT PLANNING SEP 28, 2015
Social Security benefits for remarried widows and widowers

Remarriage at age 60 or later preserves the right to survivor benefits.

By Mary Beth Franklin
Now there's a robo-adviser just for female investors
RIA NEWS SEP 28, 2015
Now there's a robo-adviser just for female investors

The recently launched automated investment platform was created for women skeptical of the financial services industry.

By Alessandra Malito
In the wake of BlackRock's FutureAdvisor deal, which independent robo-adviser will be bought next?
FINTECH SEP 28, 2015
In the wake of BlackRock's FutureAdvisor deal, which independent robo-adviser will be bought next?

As robo M&amp;A heats up, it's not necessarily about the specifics of the technology offering, but rather the speed to xmarket for the acquirer &amp;mdash; and the right price tag.

By Alessandra Malito
Ameriprise relaunches Columbia Management as Columbia Threadneedle Investments
RIA NEWS SEP 28, 2015
Ameriprise relaunches Columbia Management as Columbia Threadneedle Investments

Pulling together Columbia and UK-based Threadneedle, the new combined firm will manage $506 billion globally.

By Srividya Kalyanaraman
RETIREMENT PLANNING SEP 27, 2015
Gen X lags boomer generation in retirement savings: Study

Younger adults can't use their parents' generation as a sound template for their retirement savings.

By Greg Iacurci
Is there anything left to automate?
FINTECH SEP 27, 2015
Is there anything left to automate?

Advisory firms use technology for just about everything, and whether or not to automate what's left could generate debate.

By Sheryl Rowling
INDEPENDENT BROKER DEALERS SEP 27, 2015
Breaking away for the wrong reason

Regulators are concerned that brokers are jumping into the RIA channel to take advantage of a lax regulatory climate.

By Mason Braswell
FINTECH SEP 25, 2015
What happens if banks make it harder to obtain client data?

As data aggregation moves into spotlight, not all the players might get along.

By Alessandra Malito