RIA News

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ADVISOR NEWS RETIREMENT PLANNING FEB 05, 2015
What would happen if you just ... didn't pay your taxes?

You won't go to jail. Otherwise, the reality is pretty unpleasant.

By Bloomberg
Despite strong estate planning, Robin Williams' wife takes family to court
ADVISOR NEWS RETIREMENT PLANNING FEB 05, 2015
Despite strong estate planning, Robin Williams' wife takes family to court

Mixed families often squabble; the beloved comedian's children and third wife are in court.

By Andy and Danielle Mayoras, Guest Columnists
Obama's budget gives advisers plenty to watch
ADVISOR NEWS REGULATION AND LEGISLATION FEB 05, 2015
Obama's budget gives advisers plenty to watch

President would tax wealthy to pay for 'middle-class' gains, SEC gets budget boost.

By Mark Schoeff Jr.
Social Security reaches 75th anniversary of first monthly retirement check
ADVISOR NEWS RETIREMENT PLANNING FEB 05, 2015
Social Security reaches 75th anniversary of first monthly retirement check

Retirement benefits underscore the value of lifetime income, inflation protection.

By Mary Beth Franklin
Cambridge to have robo offering for advisers in 2016
ADVISOR NEWS FINTECH FEB 05, 2015
Cambridge to have robo offering for advisers in 2016

The independent broker-dealer jumps on robo bandwagon with plans to have a competitive digital offering in 2016.

By Bruce Kelly
Cetera president blasts White House memo defending DOL fiduciary
ADVISOR NEWS INDEPENDENT BROKER DEALERS FEB 05, 2015
Cetera president blasts White House memo defending DOL fiduciary

Arguments continue on both sides about the merits of the <a href="//www.investmentnews.com/article/20150123/FREE/150129956/brokers-under-white-house-scrutiny-for-costing-workers-billions-in&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">recently-leaked White House memo</a> and what it means for the standard's future prospects.

By Mark Schoeff Jr.
RIAS PRACTICE MANAGEMENT FEB 05, 2015
Is fear stunting your growth?

The key is to embrace &#8220;good&#8221; fear and eliminate &#8220;bad&#8221; fear.

By Steve Sanduski
Ed Slott, Ed Slott & Co.
ADVISOR NEWS RETIREMENT PLANNING FEB 04, 2015
Ed Slott, Ed Slott & Co.

Slott built a niche for himself by mastering the intricacies of individual retirement accounts and explaining them to others.

By InvestmentNews
RIAS RIA NEWS FEB 04, 2015
House passes two tax-reform bills

Legislation would repeal estate tax, make state, local sales tax deductions permanent.

By Mark Schoeff Jr.
INVESTING ETFS FEB 04, 2015
Seeing through the ETF argument in favor of transparency

Transparency promotes marketplace competition, supports better investor decision-making and exposes suspect market practices, Eaton Vance CEO says.

By Tom Faust
Wealthy investors choose traditional advisers over robo-advisers
ADVISOR NEWS FINTECH FEB 04, 2015
Wealthy investors choose traditional advisers over robo-advisers

Study finds affluent prefer face-to-face meetings, don't trust online advice platforms.

By Alessandra Malito
Where advisers need to go to find new technology
ADVISOR NEWS FINTECH FEB 04, 2015
Where advisers need to go to find new technology

This year's T3 Conference provided a wealth of demos, panels and exhibits on tools that can help RIAs grow

By Sheryl Rowling
Warren Buffett pushes Obama to build the Keystone pipeline
INVESTING EQUITIES FEB 04, 2015
Warren Buffett pushes Obama to build the Keystone pipeline

<i>Breakfast with Benjamin</i>: Warren Buffett wants President Obama to approve the Keystone pipeline. Plus: Rocky Mountain high tax revenues, ECB puts Greek debt in the doghouse, and institutional investors are bullish and careful.

By Jeff Benjamin
Don't let beneficiary designations come back to haunt divorcing clients
INVESTING LIFE INSURANCE AND ANNUITIES FEB 04, 2015
Don't let beneficiary designations come back to haunt divorcing clients

Some states will bar the payment of life insurance proceeds when a couple is splitting.

By Darla Mercado
Innovative Firm finalists
RIAS PRACTICE MANAGEMENT FEB 03, 2015
Innovative Firm finalists

See the finalists for the Innovative Firm awards, which highlight broker-dealers, custodians, fintech firms, asset managers, wirehouses, RIAs and other companies

By InvestmentNews
Cynthia Loh, Charles Schwab & Co.
RIAS RIA NEWS FEB 03, 2015
Cynthia Loh, Charles Schwab & Co.

Loh worked in investment banking before jumping to a tech startup

By InvestmentNews
The art of creating strong passwords
ADVISOR NEWS FINTECH FEB 03, 2015
The art of creating strong passwords

With all the musts and must-nots, it's no wonder passwords are a pain in the neck.

By Sheryl Rowling
From stocks to bonds, the strong dollar hits global markets
INVESTING EQUITIES FEB 03, 2015
From stocks to bonds, the strong dollar hits global markets

Societe Generale economist says the 'dollar economy' is going the wrong way.

By Bloomberg
London Stock Exchange officially puts Russell Investments on the block
RIAS RIA NEWS FEB 03, 2015
London Stock Exchange officially puts Russell Investments on the block

Exchange says it has received inquiries from firms interested in picking up the money manager.

By Sophie Baker
ADVISOR NEWS RETIREMENT PLANNING FEB 03, 2015
How to earn an 8% raise each year in your 60s

Investing legend Charley Ellis offers clear advice for near-retirees about how long to work and when to collect Social Security.

By Charles D. Ellis, Guest Contributor