RIA News

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RIAS RIA NEWS JUN 11, 2015
Not-so-precious metal: Coin collectors are giving up on gold

Gold bullion prices have been trapped in a bear market the past two years. With coin buyers heading for the exits, there aren't many places left to find a bull.

By Bloomberg
RIAS RIA NEWS JUN 10, 2015
As charity season nears, time to review clients' donor-advised funds

Five steps clients can use to guide their donor-advised fund contribution checkup, which can help maximize financial and tax-planning benefits and make charitable giving more enjoyable.

By Andrew Hibel
Majority of Americans flunk Social Security quiz
ADVISOR NEWS RETIREMENT PLANNING JUN 10, 2015
Majority of Americans flunk Social Security quiz

Just 28% of more than 1,500 adults received a passing grade on a series of basic questions about benefits, and that could have serious implications for their retirement income.

By Mary Beth Franklin
RIAS RIA NEWS JUN 10, 2015
Don't ignore the looming inflation shock

For the first time in 15 years, demand in the U.S. economy is outpacing supply, and that could roil financial markets.

By Bloomberg
RIAS RIA NEWS JUN 10, 2015
Gen X worse off than millennials

Americans born between 1965 and 1980 have more debt than other age groups and are more pessimistic about ever being able to afford to retire.

By Bloomberg
The bond markets are mysteriously losing liquidity
INVESTING EQUITIES JUN 10, 2015
The bond markets are mysteriously losing liquidity

<i>Breakfast with Benjamin</i>: The worst part about the bond market selloffs in the U.S. and Europe is the not knowing why.

By Jeff Benjamin
ADVISOR NEWS RETIREMENT PLANNING JUN 10, 2015
A Social Security benefit is a terrible thing to waste

Sometimes there is no clever claiming strategy available to boost lifetime benefits given the difference in ages between two spouses.

By Mary Beth Franklin
New alt investments online platform attacks hedge fund fees
RIAS RIA NEWS JUN 10, 2015
New alt investments online platform attacks hedge fund fees

HedgeCoVest has launched hedge-fund-replicator investment products at a flat 2.5% management fee without a performance fee or typical hedge fund gate provisions.

By Alessandra Malito
When both spouses lose some or all of their Social Security benefits
ADVISOR NEWS RETIREMENT PLANNING JUN 10, 2015
When both spouses lose some or all of their Social Security benefits

Excess earnings before full retirement age can reduce payments to both spouses.

By Mary Beth Franklin
ADVISOR NEWS FINTECH JUN 10, 2015
Want to survive an SEC audit? Go paperless

Going paperless at the office is more than a nod to environmental virtuousness, it just might give advisers a leg up on SEC compliance exams.

By Alessandra Malito
With one quarter down, Bob Doll still likes his 2015 outlook
INVESTING EQUITIES JUN 10, 2015
With one quarter down, Bob Doll still likes his 2015 outlook

He plans to get by with a lot of help from consumers

By Jeff Benjamin
Use charitable giving to offset bull market gains
ADVISOR NEWS RETIREMENT PLANNING JUN 10, 2015
Use charitable giving to offset bull market gains

Year-end donations can help mitigate next year's tax bite.

By Darla Mercado
Some people donate for love, others for money, says research
ADVISOR NEWS OPINION JUN 10, 2015
Some people donate for love, others for money, says research

Charities may be able to use these insights into the reasons that different people give.

By Cass R. Sunstein
RIAS RIA NEWS JUN 09, 2015
HighTower Advisors adds $600M multi-family office to independent channel

Legacy Wealth includes two partners who formerly worked at Gibralter Private Bank and Trust of Coral Gables, Fla.

By Bruce Kelly
RIAS RIA NEWS JUN 09, 2015
Securities America snags $800 million firm from LPL

BEAM Asset Management brings over 32 advisers and $6.5 million in revenue.

By Mason Braswell
RIAS PRACTICE MANAGEMENT JUN 09, 2015
5 ways to prevent acquisition deals from going bad

There are several key variables that will help determine a positive outcome for a purchase or sale.

By Jason Carroll
Latest Obamacare ruling could spark a sell-off in health care sector stocks
INVESTING EQUITIES JUN 09, 2015
Latest Obamacare ruling could spark a sell-off in health care sector stocks

Sudden volatility could create short-term buying opportunity.

By Jeff Benjamin
How Fed policy is wrecking the bond market
INVESTING EQUITIES JUN 09, 2015
How Fed policy is wrecking the bond market

<i>Breakfast with Benjamin</i>: Welcome to the upside-down world of too much liquidity creating illiquidity.

By Jeff Benjamin
Salient Partners designs liquid alts strategy with advisers in mind
INVESTING MUTUAL FUNDS JUN 09, 2015
Salient Partners designs liquid alts strategy with advisers in mind

Waiting for a market pullback so alts can strut their stuff.

By Jeff Benjamin
RIAS RIA NEWS JUN 09, 2015
Market analysts worry as S&P 500 rally thins

One expert says the market's foundation is now like a game of Jenga, where each wood block removed increases the chance the tower will fall.

By Bloomberg