RIA News

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ADVISOR NEWS RETIREMENT PLANNING APR 08, 2015
Resurgence ahead for life settlements industry?

Underfunded universal life policies' loss may be a gain for secondary insurance market.

By Darla Mercado
INVESTING MUTUAL FUNDS APR 07, 2015
Goldman Sachs starting two money market funds, changing others to address new rules

Goldman Sachs Financial Square Federal Instruments Fund will invest in government securities only and cater to investors seeking state-tax-exempt income.

By Bloomberg
Vanguard digital advice platform gives investors choice on active vs. passive
ADVISOR NEWS RETIREMENT PLANNING APR 07, 2015
Vanguard digital advice platform gives investors choice on active vs. passive

Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.

By Trevor Hunnicutt
Jobs report's bad news is bad news
INVESTING EQUITIES APR 07, 2015
Jobs report's bad news is bad news

With any luck, by the time the market re-opens Monday, the stunningly weak report will be fully absorbed and diluted along with a weekend full of marshmallow bunnies, chocolate eggs and whatever other news develops. But don't bet on it.

By Jeff Benjamin
Calpers squeezing out 8% fee savings from money managers
RIAS RIA NEWS APR 07, 2015
Calpers squeezing out 8% fee savings from money managers

$295 billion fund seeking to cut costs and win fee concessions as pressure mounts to boost returns and cover retirement promises.

By Bloomberg
Money market reforms force advisers to rethink risk
INVESTING MUTUAL FUNDS APR 07, 2015
Money market reforms force advisers to rethink risk

SEC Chairwoman Mary Jo White said reforms would “fundamentally change” funds. She was right.

By Trevor Hunnicutt
SEC puts emphasis on retirement savers in 2015 exam priorities
RIAS RIA NEWS APR 07, 2015
SEC puts emphasis on retirement savers in 2015 exam priorities

This year, the regulator says it will explore risks associated with increasingly popular alternative investments designed to generate high yields amid low interest rates “as investors are more dependent than ever on their own investments for retirement.”

By Mark Schoeff Jr.
ADVISOR NEWS RETIREMENT PLANNING APR 06, 2015
The other kind of diversification

A well-thought-out plan that takes into account tax-efficient withdrawals can be key for retirees.

By Bloomberg
Would one share of Warren Buffett's Berkshire Hathaway be a smart retirement savings strategy?
RIAS RIA NEWS APR 06, 2015
Would one share of Warren Buffett's Berkshire Hathaway be a smart retirement savings strategy?

<i>Breakfast with Benjamin</i>: Would buying one share of Warren Buffett's Berkshire Hathaway be a good savings strategy?

By Jeff Benjamin
ADVISOR NEWS FINTECH APR 06, 2015
Robo rumpus gets vicious

The battle between robo-advisers and Charles Schwab &amp; Co. is heating up. Online investing companies like Betterment and Hedgeable have jumped in to rally against Schwab Intelligent Portfolios, the discount broker-dealer's new retail robo-adviser. The arguments have spanned across the web on blog posts, tweets and comments.

By Alessandra Malito
How to perfectly time your clients' Medicare enrollment
ADVISOR NEWS RETIREMENT PLANNING APR 06, 2015
How to perfectly time your clients' Medicare enrollment

Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices

By Peter Stahl
ADVISOR NEWS FINTECH APR 05, 2015
You've got mail ... and more mail ... and more ...

Tips about uncluttering your inbox (bet Hillary Clinton wishes she had).

By Alessandra Malito
The cruelest month: IRS doesn't mess around in April
ADVISOR NEWS RETIREMENT PLANNING APR 05, 2015
The cruelest month: IRS doesn't mess around in April

Fraud prosecutions remind the public of the agency's enforcement muscle.

By Bloomberg
The cruelest month: IRS doesn't mess around in April
RIAS RIA NEWS APR 05, 2015
The cruelest month: IRS doesn't mess around in April

Tax-time publicity, such as for prosecuting fraud, reminds the public of the agency's enforcement muscle.

By Bloomberg
Why Mohamed El-Erian has most of his money in cash
RIAS RIA NEWS APR 05, 2015
Why Mohamed El-Erian has most of his money in cash

Although he'll take a bite with inflation, Allianz's Mohamed El-Erian sees 'a massive gap right now between asset prices and fundamentals.'

By Bloomberg
Focus Financial invests in $600 million wealth manager
RIAS RIA NEWS APR 05, 2015
Focus Financial invests in $600 million wealth manager

Deal comes amid slowdown for large investors in financial advisory firms.

By Trevor Hunnicutt
Employer objections stand in way of 401(k) plan success
ADVISOR NEWS RETIREMENT PLANNING APR 05, 2015
Employer objections stand in way of 401(k) plan success

Advisers can adopt strategies to counteract arguments against trying to maximize contributions

By Darla Mercado
Where are they now?
RIAS RIA NEWS APR 05, 2015
Where are they now?

Updates from the inaugural <i>InvestmentNews</i> 40 Under 40 class will convince you to make a nomination this year.

By CNELSON
RIAS RIA NEWS APR 03, 2015
Not all loan interest is created equal

There's a lot of misunderstanding regarding the rules on deducting the interest paid on a loan.

By Tim Steffen
More companies than ever avoid paying taxes
ADVISOR NEWS RETIREMENT PLANNING APR 03, 2015
More companies than ever avoid paying taxes

A record 54 companies in the S&amp;P 500 are now at least partially exempt from the corporate income tax, more than twice the number four years ago.

By Bloomberg