RIA News

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Oil prices could push lower after Iran nuke deal
INVESTING EQUITIES APR 01, 2015
Oil prices could push lower after Iran nuke deal

<i>Breakfast with Benjamin</i>: The Iran nuke deal could mean even more oil coming into an already flooded market.

By Jeff Benjamin
ADVISOR NEWS RETIREMENT PLANNING APR 01, 2015
Procrastinate, and your tax-preparer may fine you

Accountants reveal their tactics for avoiding the last-minute jam

By Bloomberg
ADVISOR NEWS RETIREMENT PLANNING APR 01, 2015
Thinking about going into business on your own?

Tax tips and guidelines: Above all, deduct

By Elizabeth MacBride
ADVISOR NEWS RETIREMENT PLANNING APR 01, 2015
What empty nesters don't know about retirement

With the kids gone, will you tend to spend less or more? Even the experts aren't sure.

By Bloomberg
Who wants to service a tiny retirement plan? This guy.
ADVISOR NEWS RETIREMENT PLANNING APR 01, 2015
Who wants to service a tiny retirement plan? This guy.

Retirement plan consultant builds service for plans with less than $2M in assets.

By Darla Mercado
INVESTING EQUITIES APR 01, 2015
The surging dollar could crush unhedged global mutual funds

Simple ways to remove the currency risk are available but advisers need to find &amp;mdash; and understand &amp;mdash; them.

By Jeff Benjamin
RIAS RIA NEWS APR 01, 2015
Tax deductions even the professionals miss

Here are the six itemized deductions that people tend to miss most, from relocation expenses to summer camps.

By Bloomberg
Pimco Total Return managers reverse course set by Bill Gross
INVESTING FIXED INCOME APR 01, 2015
Pimco Total Return managers reverse course set by Bill Gross

Scott Mather and team buying government-backed bonds, boosting mortgage allocation to 30% from 20% before Bond King's exit.

By Bloomberg
ADVISOR NEWS FINTECH APR 01, 2015
Tips on managing your online presence to improve results in Internet searches

Being proactive, thinking ahead and boasting about yourself can help. And if you get named in a lawsuit, consider settling.

By Alessandra Malito
ADVISOR NEWS RETIREMENT PLANNING MAR 31, 2015
Use tax time to focus on retirement

This time of year is perfect for getting clients to contribute to their nest eggs and save on taxes

By Tim Steffen
Calamos Investments' new closed-end fund tries to limit discount to NAV issue
INVESTING EQUITIES MAR 31, 2015
Calamos Investments' new closed-end fund tries to limit discount to NAV issue

Convertible income fund timed for a rising rate environment.

By Jeff Benjamin
ADVISOR NEWS RETIREMENT PLANNING MAR 31, 2015
Lifetime retiree health care cost projections up 6.5%

Average costs could exceed Social Security benefits in the future.

By Mary Beth Franklin
ADVISOR NEWS RETIREMENT PLANNING MAR 31, 2015
Bigger & Better

By Mason Braswell
ADVISOR NEWS FINTECH MAR 31, 2015
Wealthfront CEO accuses Schwab of deceiving investors with 'free' new robo

Adam Nash says Schwab is straying from its original values to profit from hidden costs.

By Alessandra Malito
ADVISOR NEWS FINTECH MAR 30, 2015
Where did all the active investment robos go?

By Alessandra Malito
Do-it-yourself bond traders are changing Wall Street
INVESTING EQUITIES MAR 30, 2015
Do-it-yourself bond traders are changing Wall Street

<i>Breakfast with Benjamin</i>: Do-it-yourself bond traders have become much more than just a nagging headache for Wall Street's big boys.

By Jeff Benjamin
Ameriprise to pay $27.5 million settlement in 401(k) fiduciary breach suit
ADVISOR NEWS RETIREMENT PLANNING MAR 30, 2015
Ameriprise to pay $27.5 million settlement in 401(k) fiduciary breach suit

Firm denies allegations made by its own retirement plan participants in four-year-old case that was set to go to trial April 13.

By Darla Mercado
Vanguard snubs outsiders in digital advice
RIAS RIA NEWS MAR 30, 2015
Vanguard snubs outsiders in digital advice

As firms like Schwab and Vanguard build more online portfolios, money managers face an 'open architecture' question.

By Trevor Hunnicutt
Take that, Schwab: Wealthfront to expand free tax-loss harvesting
ADVISOR NEWS FINTECH MAR 29, 2015
Take that, Schwab: Wealthfront to expand free tax-loss harvesting

In yet another response to Charles Schwab &amp; Co.'s retail robo-adviser, Wealthfront will begin offering daily tax-loss harvesting to accounts of all sizes for free in April.

By Alessandra Malito
Untimely IRA rollover leads to trouble
RESOURCES IRA ALERT MAR 29, 2015
Untimely IRA rollover leads to trouble

Exploring a time when the IRS was unconvinced a medical condition affected a taxpayer's ability to meet the 60-day requirement.

By Ed Slott