RIA News

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RETIREMENT PLANNING JUN 15, 2015
Don't miss out on the Roth 401(k)'s tax-free withdrawals

Few workers use the retirement plan despite its advantages and growing availability.

By Bloomberg
MUTUAL FUNDS JUN 15, 2015
Best- and worst-performing fixed-income mutual funds

By category, ranked by one year total returns

By Bloomberg
Questions to ask when considering a continuing care retirement community
RETIREMENT PLANNING JUN 15, 2015
Questions to ask when considering a continuing care retirement community

Advisers can help clients sort options for elderly housing based on cost and care differences.

By Liz Skinner
Social Security envisions a new tech-savvy future
RETIREMENT PLANNING JUN 15, 2015
Social Security envisions a new tech-savvy future

Agency embraces technology while juggling demand for increased face-to-face service.

By Mary Beth Franklin
Why it doesn't make sense to let clients borrow from their 401(k) plans
RETIREMENT PLANNING JUN 15, 2015
Why it doesn't make sense to let clients borrow from their 401(k) plans

<b>Breakfast with Benjamin:</b> Most Americans aren't sitting on 401(k) balances that they can afford to skim, yet an estimated 26% have loans outstanding.

By Jeff Benjamin
PRACTICE MANAGEMENT JUN 15, 2015
The continuing growth of the RIA channel, by the numbers

Where the RIA wealth is spread out across the country, plus the 10 biggest firms

By Ellie Zhu
EQUITIES JUN 15, 2015
United Capital pivots away from mutual funds to proprietary asset management program

Firm sees new way to cut the middleman, product fees for clients while capturing top investment ideas.

By Trevor Hunnicutt
RIA NEWS JUN 15, 2015
Tapping the potential of responsible investing by debunking the myths

Investment options are no longer limited, and the most interested clients are millennials and women.

By Amy O'Brien
RIA NEWS JUN 15, 2015
The challenges and opportunities of impact investing

While the field is still in its early years as a mainstream phenomenon, the transition represents a fundamental and irreversible shift.

By David Sand
Saudi Arabia lays out the welcome mat for global investors
EQUITIES JUN 14, 2015
Saudi Arabia lays out the welcome mat for global investors

<i>Breakfast with Benjamin:</i> The richest and most powerful Arab nation opens its $570 billion stock market to the world.

By Jeff Benjamin
The best- and worst-performing equity mutual funds
MUTUAL FUNDS JUN 14, 2015
The best- and worst-performing equity mutual funds

By category, ranked by one year total returns

By InvestmentNews Data
MUTUAL FUNDS JUN 14, 2015
Equity and fixed income mutual fund index returns by the numbers

By Ellie Zhu
MUTUAL FUNDS JUN 14, 2015
Asset managers are harvesting data to help them market mutual funds better

World's largest asset management firms have quietly launched an arms race to collect, analyze and exploit data about advisers. <b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150614/MUTUAL062015&quot; target=&quot;_blank&quot;>Our full Spotlight on Mutual Funds special report</a>)</b></i>

By Trevor Hunnicutt
Best- and worst-performing international mutual funds
MUTUAL FUNDS JUN 14, 2015
Best- and worst-performing international mutual funds

By category, ranked by one year total returns

By InvestmentNews Data
RIA NEWS JUN 12, 2015
Investors must gauge risks of securities-backed lending

Such loans are growing quickly, but some are concerned about the potential downside and conflicts of interest.

By Mason Braswell
RIA NEWS JUN 12, 2015
U.S. housing market still bears nasty scars years after crisis

Share of mortgages in negative equity has been halved in almost four years, but it's a long way from healthy.

By Bloomberg
RIAs join brokers in promoting securities-backed lending
PRACTICE MANAGEMENT JUN 12, 2015
RIAs join brokers in promoting securities-backed lending

The practice is growing quickly even beyond wirehouses, but some are concerned about the risks and conflicts of interest.

By Mason Braswell
These funds can help you avoid donation headaches
RETIREMENT PLANNING JUN 12, 2015
These funds can help you avoid donation headaches

Three-quarters of donors say donor-advised funds help them lower capital gains taxes or give more to charities.

By Liz Skinner
15 years later, Nuveen Investments gets a go-ahead on ETFs
ETFS JUN 12, 2015
15 years later, Nuveen Investments gets a go-ahead on ETFs

Money manager's rebooted efforts to sell ETFs get a nod from the Securities and Exchange Commission.

By Trevor Hunnicutt
New alt investments online platform attacks hedge fund fees
ALTERNATIVES JUN 12, 2015
New alt investments online platform attacks hedge fund fees

HedgeCoVest targets retail investors and advisers, who will be able to allocate and liquidate clients' SMAs at any time, without typical hedge fund gate provisions.

By Alessandra Malito