RIA News

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Where are they now?
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
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
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
Did Social Security slice benefits for people with disabilities?
RETIREMENT PLANNING APR 03, 2015
Did Social Security slice benefits for people with disabilities?

A minor change in the Social Security Program Operations Manual System late last year resulted in what some advocates call an 'outrage.'

By Mary Beth Franklin
Bill Gross' contrarian bet against the dollar helps him regain footing
FIXED INCOME APR 03, 2015
Bill Gross' contrarian bet against the dollar helps him regain footing

Bill Gross' bet that the dollar's rally won't continue helps his fund post 2.4% returns in the past month.

By Bloomberg
Investors jump into European stocks hoping for another QE ride
RIA NEWS APR 03, 2015
Investors jump into European stocks hoping for another QE ride

Relative to U.S. equities, European stocks look cheap.

By Jeff Benjamin
Three sectors expected to report above-average earnings
RIA NEWS APR 03, 2015
Three sectors expected to report above-average earnings

Energy will be a drag, but financial, health care and consumer discretionary could shine

By Jeff Benjamin
RIA NEWS APR 03, 2015
2015 Lipper Awards: Trophy winners

All 61 trophy winners honored with this year's awards

By Andrew Leigh
Job growth is the economy's only bright side, and it isn't very bright
EQUITIES APR 03, 2015
Job growth is the economy's only bright side, and it isn't very bright

<i>Breakfast with Benjamin</i>: The data show companies are hiring, but virtually everything else in the economy is falling.

By Jeff Benjamin
RIA NEWS APR 03, 2015
Federal Reserve alters investor expectations

Wages, other forms of inflation take on heightened market significance in wake of central bank policy meeting.

By Jeffrey Rosenberg
PRACTICE MANAGEMENT APR 03, 2015
Helping clients deal with financial infidelity

Those keeping financial secrets from partners may surprise you

By Liz Skinner
PRACTICE MANAGEMENT APR 03, 2015
Don't market to women, serve them, Krawcheck tells advisers

Women, on way to becoming the majority of U.S. millionaires, represent the industry's biggest business opportunity.

By Liz Skinner
Saving for college got tougher last year
RETIREMENT PLANNING APR 02, 2015
Saving for college got tougher last year

Average savings level of $10,040 is lowest in three years as cost of living, lower earnings squeeze out savings.

By Bloomberg
Saving for college got tougher last year
RIA NEWS APR 02, 2015
Saving for college got tougher last year

Average savings level of $10,040 is lowest in three years as cost of living, lower earnings squeeze out savings.

By Bloomberg
Millennials are shunning financial advice
EQUITIES APR 02, 2015
Millennials are shunning financial advice

<i>Breakfast with Benjamin</i>: Millennials don't really care about financial advice, which is a boon for robo-advisers, but a bad sign for the advice industry.

By Jeff Benjamin
INDEPENDENT BROKER DEALERS APR 02, 2015
Brokerage executives enjoying steadily increasing payouts

As markets thrive and wealth management becomes a focus at major firms, brokerage execs like Morgan Stanley's Greg Fleming enjoy bigger paydays.

By Mason Braswell
Affordable Care Act not a problem for taxpayers: IRS chief
RETIREMENT PLANNING APR 02, 2015
Affordable Care Act not a problem for taxpayers: IRS chief

Commissioner John Koskinen says agency is still struggling to stop identity theft

By Mark Schoeff Jr.
PRACTICE MANAGEMENT APR 02, 2015
Do you have what it takes to be a CEO?

Take our quiz to see if your workplace habits line up with today's business leaders.

By Ellie Zhu
Highland Capital ramps up liquid alternative strategy push
RIA NEWS APR 02, 2015
Highland Capital ramps up liquid alternative strategy push

Catching the wave of the fast-growing category, asset manager plans to launch new platform for alts.

By Jeff Benjamin
PRACTICE MANAGEMENT APR 02, 2015
Time for RIAs to set transition plans as SEC steps up focus

Regulator turning attention to how risks arising from advisers' asset management business might cascade throughout the economy.

By Les Abromovitz