RIA News

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A 3-phase approach to making social media work for you
FINTECH MAY 11, 2015
A 3-phase approach to making social media work for you

Diving into social media without the right strategy could do you more harm than good.

By Lincoln Ross
RIA NEWS MAY 11, 2015
Fidelity unveils program to help advisers unload unwanted clients

Fidelity is teaming up with RIA FirstPoint Financial to make it easier for advisers who custody assets on its platform to offload unwanted clients.

By Alessandra Malito
Your clients might need some hand-holding for that first rate hike
EQUITIES MAY 10, 2015
Your clients might need some hand-holding for that first rate hike

<i>Breakfast with Benjamin</i> There's no harm in helping investors better understand what it means for them when the Fed starts to tighten interest rates.

By Jeff Benjamin
FIXED INCOME MAY 10, 2015
Alan Greenspan warns of another taper tantrum when the Fed lifts interest rates

<i>Breakfast with Benjamin</i> What's going to happen to the markets when the Fed pulls the interest rate hike trigger? Alan Greenspan has an idea, and it's not pretty.

By Jeff Benjamin
RETIREMENT PLANNING MAY 10, 2015
Secrets to surviving a rising rate environment

Adding a mix of nontraditional investments to fixed-income holdings can help.

By Christopher D. Long
Why the Fed won't raise rates this year
RIA NEWS MAY 09, 2015
Why the Fed won't raise rates this year

Regardless of what Friday's April jobs report suggests, DoubleLine Capital thinks the economy is just not strong enough to support higher rates.

By Todd Rosenbluth
Trekking to Europe and Japan for attractive dividend income
EQUITIES MAY 08, 2015
Trekking to Europe and Japan for attractive dividend income

<i>Breakfast with Benjamin</i>: Where to look when it's time to go beyond the traditional hunting grounds for dividend income.

By Jeff Benjamin
Mountains of corporate cash drive stock buyback plans to a record high
EQUITIES MAY 08, 2015
Mountains of corporate cash drive stock buyback plans to a record high

<i>Breakfast with Benjamin</i>: Stock buybacks hit an all-time high in April as companies continue to view repurchase plans as the best use of cash stockpiles.

By Jeff Benjamin
EQUITIES MAY 08, 2015
Good or bad, jobs report could roil the markets, investors

<i>Breakfast with Benjamin:</i> Good or bad, investors could react sharply to the April jobs report. Plus: Bitcoin could be back, Fitbit plans an IPO and offbeat economic indicators.

By Jeff Benjamin
Forget a rate hike – Peter Schiff expects more quantitative easing from the Federal Reserve
RIA NEWS MAY 08, 2015
Forget a rate hike – Peter Schiff expects more quantitative easing from the Federal Reserve

Euro Pacific Capital CEO and chief strategist says economy is not recovering and central bank will only hike rates when 'market forces its hand.'

By Jeff Benjamin
Take advantage of 'tax alpha'
RIA NEWS MAY 08, 2015
Take advantage of 'tax alpha'

Be cognizant of the tax treatment of investments and where they should be held.

By Theodore E. Saade and Richard J. Nott III
Strong markets, fund flows boost Janus with Gross
RIA NEWS MAY 08, 2015
Strong markets, fund flows boost Janus with Gross

CEO Weil says most significant driver was strength of active stock funds, which drew $1.6 billion in first quarter.

By Bloomberg
Real estate company seeks $20M for New York City mausoleum high-rise
RIA NEWS MAY 07, 2015
Real estate company seeks $20M for New York City mausoleum high-rise

Rest in peace and luxury: Average prices are expected to top $65,000 for crypts and $17,000 for niches for funerary urns.

By Darla Mercado
RETIREMENT PLANNING MAY 07, 2015
Four retirement mistakes investors are making now

Once, these moves might have been seen as wise. But the environment has changed.

By Bloomberg
RIA NEWS MAY 07, 2015
RCAP closes another independent B-D deal

Completes purchase of Girard Securities, the second independent broker-dealer acquisition in as many weeks

By Bruce Kelly
Federal Reserve opens door to increase in interest rates
RIA NEWS MAY 07, 2015
Federal Reserve opens door to increase in interest rates

Yellen and board still looking for more improvement in the labor market and uptick in inflation before pulling the trigger.

By Bloomberg
INDEPENDENT BROKER DEALERS MAY 06, 2015
LPL hires E*TRADE CFO Audette to replace Dan H. Arnold

Manager known as a 'turnaround artist' to take financial helm after Arnold bumped to president to replace Moore.

By Trevor Hunnicutt
Advisers, investors reopen rate hike debate, send stocks higher after so-so jobs report
EQUITIES MAY 06, 2015
Advisers, investors reopen rate hike debate, send stocks higher after so-so jobs report

Strong market rally and mixed jobs report adds fresh fuel to the debate over when the Fed might institute the first rate hike since 2006. <i>(See also: <a href="//www.investmentnews.com/article/20150506/FREE/150509951/forget-a-rate-hike-ndash-peter-schiff-expects-more-quantitative&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">Schiff: Forget rate hike, look for QE4</a>)</i>

By Jeff Benjamin
Schwab considers expanding RIA custody model outside U.S.
FINTECH MAY 06, 2015
Schwab considers expanding RIA custody model outside U.S.

CEO Bettinger also defends robo-advisers, although he acknowledges they haven't been tested by a bear market

By Trevor Hunnicutt
Online financial advisers edge into retirement market
RETIREMENT PLANNING MAY 06, 2015
Online financial advisers edge into retirement market

For now, the service provided is advice, rather than management.

By Alessandra Malito