RIA News

Displaying 37285 results
RIA NEWS APR 01, 2015
Stifel could pay up to $200M for Barclays' U.S. wealth unit: Report

Credit Suisse analysts crunch the numbers following news report brokerage run by CEO Ron Kruszewski is in negotiations to buy the business.

By Bloomberg
3 surprises billionaire Stan Druckenmiller expects
RIA NEWS APR 01, 2015
3 surprises billionaire Stan Druckenmiller expects

The investor with one of the best long-term track records, thinks a rate hike is still a long way off.

By Bloomberg
Plaintiffs appeal decision in Fidelity case on 401(k) float income
RETIREMENT PLANNING APR 01, 2015
Plaintiffs appeal decision in Fidelity case on 401(k) float income

Attorney says 'judge got it wrong' in deciding in favor of the mutual fund giant.

By Robert Steyer
Oil prices could push lower after Iran nuke deal
EQUITIES APR 01, 2015
Oil prices could push lower after Iran nuke deal

<i>Breakfast with Benjamin</i>: The Iran nuke deal could mean even more oil coming into an already flooded market.

By Jeff Benjamin
RETIREMENT PLANNING APR 01, 2015
Procrastinate, and your tax-preparer may fine you

Accountants reveal their tactics for avoiding the last-minute jam

By Bloomberg
RETIREMENT PLANNING APR 01, 2015
Thinking about going into business on your own?

Tax tips and guidelines: Above all, deduct

By Elizabeth MacBride
RETIREMENT PLANNING APR 01, 2015
What empty nesters don't know about retirement

With the kids gone, will you tend to spend less or more? Even the experts aren't sure.

By Bloomberg
Who wants to service a tiny retirement plan? This guy.
RETIREMENT PLANNING APR 01, 2015
Who wants to service a tiny retirement plan? This guy.

Retirement plan consultant builds service for plans with less than $2M in assets.

By Darla Mercado
EQUITIES APR 01, 2015
The surging dollar could crush unhedged global mutual funds

Simple ways to remove the currency risk are available but advisers need to find &amp;mdash; and understand &amp;mdash; them.

By Jeff Benjamin
RIA NEWS APR 01, 2015
Tax deductions even the professionals miss

Here are the six itemized deductions that people tend to miss most, from relocation expenses to summer camps.

By Bloomberg
Pimco Total Return managers reverse course set by Bill Gross
FIXED INCOME APR 01, 2015
Pimco Total Return managers reverse course set by Bill Gross

Scott Mather and team buying government-backed bonds, boosting mortgage allocation to 30% from 20% before Bond King's exit.

By Bloomberg
FINTECH APR 01, 2015
Tips on managing your online presence to improve results in Internet searches

Being proactive, thinking ahead and boasting about yourself can help. And if you get named in a lawsuit, consider settling.

By Alessandra Malito
RETIREMENT PLANNING MAR 31, 2015
Use tax time to focus on retirement

This time of year is perfect for getting clients to contribute to their nest eggs and save on taxes

By Tim Steffen
Calamos Investments' new closed-end fund tries to limit discount to NAV issue
EQUITIES MAR 31, 2015
Calamos Investments' new closed-end fund tries to limit discount to NAV issue

Convertible income fund timed for a rising rate environment.

By Jeff Benjamin
RETIREMENT PLANNING MAR 31, 2015
Lifetime retiree health care cost projections up 6.5%

Average costs could exceed Social Security benefits in the future.

By Mary Beth Franklin
RETIREMENT PLANNING MAR 31, 2015
Bigger & Better

By Mason Braswell
FINTECH MAR 31, 2015
Wealthfront CEO accuses Schwab of deceiving investors with 'free' new robo

Adam Nash says Schwab is straying from its original values to profit from hidden costs.

By Alessandra Malito
FINTECH MAR 30, 2015
Where did all the active investment robos go?

By Alessandra Malito
Do-it-yourself bond traders are changing Wall Street
EQUITIES MAR 30, 2015
Do-it-yourself bond traders are changing Wall Street

<i>Breakfast with Benjamin</i>: Do-it-yourself bond traders have become much more than just a nagging headache for Wall Street's big boys.

By Jeff Benjamin
Ameriprise to pay $27.5 million settlement in 401(k) fiduciary breach suit
RETIREMENT PLANNING MAR 30, 2015
Ameriprise to pay $27.5 million settlement in 401(k) fiduciary breach suit

Firm denies allegations made by its own retirement plan participants in four-year-old case that was set to go to trial April 13.

By Darla Mercado