RIA News

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Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets
EQUITIES JAN 20, 2015
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets

What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach.

By Jeff Benjamin
RETIREMENT PLANNING JAN 20, 2015
Quicken offers Social Security Optimizer to consumers

LifeYield tool, previously available only to advisers, targets DIY investors.

By Mary Beth Franklin
Auto IRAs in Illinois: Can small-plan private sector 401(k)s coexist?
RETIREMENT PLANNING JAN 20, 2015
Auto IRAs in Illinois: Can small-plan private sector 401(k)s coexist?

Gov. Pat Quinn has signed Auto IRA bill in Prairie State. Will advisers object?

By Darla Mercado
EQUITIES JAN 20, 2015
U.S.: The global economic bright spot

As recovery reaches another phase, stocks remain poised to benefit from improving growth trends.

By Christopher Blake
ALTERNATIVES JAN 20, 2015
Fidelity's clearing arm restores processing some Schorsch-related nontraded REITs

Decision affects American Realty Capital brand, but not Cole

By Bruce Kelly
In Obama's State of the Union, advisers see a 'provocative' call to tax wealthy
RIA NEWS JAN 19, 2015
In Obama's State of the Union, advisers see a 'provocative' call to tax wealthy

When the president delivers his State of the Union address tonight, he will make proposals that could change the basic assumptions advisers rely on for wealthy clients. <i>(See also: <a href=&quot;http://www.investmentnews.com/gallery/20141231/FREE/123109998/PH&quot; target=&quot;_blank&quot;>13 crucial state tax changes</a>.)</i>

By Trevor Hunnicutt
Treasury, Health and Human Services move to ease tax filing burden from Obamacare
LIFE INSURANCE AND ANNUITIES JAN 19, 2015
Treasury, Health and Human Services move to ease tax filing burden from Obamacare

Accountants still see cause for worry with additional costs and paperwork tied to the Affordable Care Act.

By Darla Mercado
RETIREMENT PLANNING JAN 18, 2015
Medicare's long, strange trip

Gift of the MAGI: Focus on non-reportable income and cash flow to keep your Medicare costs low.

By Katy Votava
FIXED INCOME JAN 18, 2015
Don't count high yield out just yet

Reward in the offing for investors who stick to their guns, keep an eye on liquidity, remain vigilant on credit quality.

By Gershon Distenfeld
RETIREMENT PLANNING JAN 18, 2015
Medicare's long, strange trip

From barely registering to an integral component

By Katy Votava
Another key executive departs LPL
INDEPENDENT BROKER DEALERS JAN 18, 2015
Another key executive departs LPL

Brain drain at nation's largest IBD continues as top East Coast recruiter plans to take a new position at an insurance company-owned broker-dealer.

By Bruce Kelly
EQUITIES JAN 18, 2015
Monitoring investments doesn't end

Supreme Court is reviewing a decision on the responsibility of plans to continually watch costs

By Blaine F. Aikin
RETIREMENT PLANNING JAN 18, 2015
Persuading clients to defer enough salary

Key is to be realistic when trying to get clients to save more for retirement.

By MFXFeeder
INDEPENDENT BROKER DEALERS JAN 18, 2015
It's about more than payouts

Some broker-dealers have resources that help advisers create a bigger pie, not just boost their slice

By Jodie Papike
How currency hedging saved portfolios in 2014
EQUITIES JAN 18, 2015
How currency hedging saved portfolios in 2014

Financial advisers who found ways to mute the effect of the surging U.S. dollar on clients' foreign investments weathered the last year well. Those who didn't suffered.

By Trevor Hunnicutt
BlackRock fund removed from UBS 'select' list
WIREHOUSES JAN 18, 2015
BlackRock fund removed from UBS 'select' list

Large wirehouse voices concerns over fund performance, management.

By Trevor Hunnicutt
U.S. economy reclaims post as global growth engine
RIA NEWS JAN 18, 2015
U.S. economy reclaims post as global growth engine

On Monday's <i>Breakfast with Benjamin</i>, the U.S. economy reclaims the post of global growth engine, though the Federal Reserve remains all quiet on the rate hike front. Plus: How to invest when a rosy jobs report hurts stocks, Goldman picks a list of losers, and millennials go home for financial advice.

By Jeff Benjamin
Bull's-eye: How gun trusts can hit the mark with clients' estate planning
RETIREMENT PLANNING JAN 16, 2015
Bull's-eye: How gun trusts can hit the mark with clients' estate planning

Individuals with firearms collections will likely need an additional layer of planning.

By Darla Mercado
For the growing number of gun collectors, a trust might hit the bulls-eye
RETIREMENT PLANNING JAN 16, 2015
For the growing number of gun collectors, a trust might hit the bulls-eye

Additional estate planning can help keep your weapons in good hands.

By Darla Mercado
Europe and Asia may be a mess, but long-term investors can find opportunities there
EQUITIES JAN 16, 2015
Europe and Asia may be a mess, but long-term investors can find opportunities there

Valuations and fundamentals make the case for a contrarian international move

By Jeff Benjamin