RIA News

Displaying 37431 results
RETIREMENT PLANNING AUG 10, 2015
Retirement tradeoff: Delaying Social Security may increase Medicare costs

There is reason to worry about impact of file-and-suspend strategy on 2016 health-care premiums.

By Mary Beth Franklin
DoubleLine's Jeffrey Gundlach says $40 oil is something to worry about
EQUITIES AUG 10, 2015
DoubleLine's Jeffrey Gundlach says $40 oil is something to worry about

<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach believes $40 oil is something investors should be worried about.

By Jeff Benjamin
While DOL hearings stay civil, Twitter gets rowdy
REGULATION, LEGAL & COMPLIANCE AUG 10, 2015
While DOL hearings stay civil, Twitter gets rowdy

Tweets from around the industry tell the tale of the battle for and against a fiduciary standard for brokers.

By CNELSON
Facebook stock-fraud venture lands fund manager in hot water
EQUITIES AUG 10, 2015
Facebook stock-fraud venture lands fund manager in hot water

<i>Breakfast with Benjamin</i>: Tampa-based fund manager to plead guilty to investment fraud in relation to $9M worth of Facebook stock he purchased then sold and was caught short when the stock price rebounded.

By Jeff Benjamin
Envestnet deal puts personal financial data aggregation center stage
FINTECH AUG 10, 2015
Envestnet deal puts personal financial data aggregation center stage

With the firm's latest acquisition of Yodlee, advisers are reminded to take advantage of big data in clients' accounts.

By Alessandra Malito
RIA NEWS AUG 10, 2015
Now may be the time to buy a case of Château Lafite

The legendary winery saw its vintages soar in prices over the past decade, but now prices are sinking. Is this your chance?

By Bloomberg
RIA NEWS AUG 10, 2015
Tools for legacy planning to help clients — and hold on to their inheritors

Leave a lasting impression by ensuring clients' wishes span the generations.

By Liz Skinner
RETIREMENT PLANNING AUG 10, 2015
Look how much your peers are saving for retirement

How much progress have you made? 401(k) plans put on the pressure.

By Bloomberg
How to manage fixed income in client portfolios
FIXED INCOME AUG 10, 2015
How to manage fixed income in client portfolios

Rising interest rates? Greece? Today's markets present a volatile picture for fixed-income investors. Here's advice on how to navigate it all.

By Alan Hart
Social Security makes the Republican presidential debate
RETIREMENT PLANNING AUG 10, 2015
Social Security makes the Republican presidential debate

Christie promotes reform plan while Huckabee defends the program.

By Hazel Bradford
Smartphone security should be the No. 1 priority for advisers accessing client data on the go
FINTECH AUG 10, 2015
Smartphone security should be the No. 1 priority for advisers accessing client data on the go

Hacking isn't just on desktops &amp;mdash; mobile devices are the new battleground.

By Alessandra Malito
FINTECH AUG 10, 2015
Why advisers should set up an in-house video studio

Fidelity finds video is a useful vehicle for timely, targeted messages to emerging investors.

By Liz Skinner
Rep. Ann Wagner gets three other House members to call on DOL to withdraw fiduciary proposal
RETIREMENT PLANNING AUG 10, 2015
Rep. Ann Wagner gets three other House members to call on DOL to withdraw fiduciary proposal

Rep. Ann Wagner and three colleagues on the House Financial Services Committee are seeking additional signatories on letter to Labor Secretary Thomas Perez.

By Mark Schoeff Jr.
RETIREMENT PLANNING AUG 09, 2015
American Funds making inroads with fee-based advisers

In its sales turnaround, third largest U.S. fund company relies on retention of existing advisers and lower-cost share classes.

By Trevor Hunnicutt
Global markets quake as China devalues its currency
RIA NEWS AUG 09, 2015
Global markets quake as China devalues its currency

The central bank cut its daily reference rate by 1.9%, triggering the yuan's biggest one-day drop since China ended a dual-currency system in January 1994.

By Bloomberg
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