RIA News

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Key Supreme Court case leaves union retiree health care benefits up in the air
ADVISOR NEWS RETIREMENT PLANNING JAN 09, 2015
Key Supreme Court case leaves union retiree health care benefits up in the air

Don't assume retiree health care benefits provided by companies are forever.

By Darla Mercado
Slow start to Obama's grand 'MyRA' retirement savings program
ADVISOR NEWS RETIREMENT PLANNING JAN 09, 2015
Slow start to Obama's grand 'MyRA' retirement savings program

Treasury Dept. met its deadline but significant hurdles remain to get workers signed up.

By Bloomberg
Goodbye, Tommy Belesis. We won't miss you.
ADVISOR NEWS INDEPENDENT BROKER DEALERS JAN 09, 2015
Goodbye, Tommy Belesis. We won't miss you.

The rise and fall of the notorious owner and CEO of the defunct independent broker-dealer John Thomas Financial is now complete, and senior columnist Bruce Kelly says the industry won't miss him.

By Bruce Kelly
RIAS RIA NEWS JAN 09, 2015
How $50 Oil Changes Almost Everything

A once-in-a-generation change reverberates through the world's economies, from more trucks on the road to the geopolitical balance of power.

By Bloomberg
Value managers root for more market turmoil
INVESTING EQUITIES JAN 09, 2015
Value managers root for more market turmoil

Even with a rocky start to the year, the stock market remains expensive by many measures. The S&P 500 trades at a p/e of 17.8, higher than the 17.1 it sported at the last peak in 2007. Small caps are even pricier. Here's how one manager is handling it.

By Bloomberg
Nobody can accuse Bill Gross of not eating his own cooking
INVESTING EQUITIES JAN 09, 2015
Nobody can accuse Bill Gross of not eating his own cooking

Today's <i>Breakfast with Benjamin</i> features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.

By Jeff Benjamin
Gross: Good times over, markets set to fall
INVESTING EQUITIES JAN 09, 2015
Gross: Good times over, markets set to fall

Bond guru predicts minus signs for many asset classes.

By Bloomberg
RESOURCES IRA ALERT JAN 09, 2015
2015 resolution: Avoid 60-day rollovers

Strict new rules on IRA fund transfers are now in effect, and breaking them can be costly.

By Ed Slott
ADVISOR NEWS RETIREMENT PLANNING JAN 09, 2015
How Social Security cost-of-living adjustments change benefits this year

Retiree benefits increase and so do taxes for high-income workers.

By Mary Beth Franklin
INVESTING ALTERNATIVES JAN 09, 2015
Two advisers owe $6.3M for selling hedge funds linked to Madoff

Cited for due-diligence failure and not mentioning millions in fees received.

By Liz Skinner
ADVISOR NEWS RETIREMENT PLANNING JAN 09, 2015
The 401(k) gender gap: Women are saving more than men

Even though men make $1 to a woman's 77 cents, women were the bigger savers over the past 12 months and for men and women with similar salaries, women average higher balances in their 401(k)s.

By Bloomberg
ADVISOR NEWS REGULATION AND LEGISLATION JAN 09, 2015
BlackRock faces lawsuits over “disproportionately large” fees

BlackRock is facing a potential class action by investors &amp;mdash; including a lottery-winning Florida financial adviser &amp;mdash; who assert the firm has breached its fiduciary obligations by charging exorbitant fees.

By Trevor Hunnicutt
ADVISOR NEWS FINTECH JAN 08, 2015
SEO isn't what it used to be but still critical to your success

Here's how to get prospective clients to find your website and encourage them to contact you.

By Craig Faulkner
IRS budget cuts mean fewer audits, delayed refunds
ADVISOR NEWS RETIREMENT PLANNING JAN 08, 2015
IRS budget cuts mean fewer audits, delayed refunds

'A devastating erosion of service' at the agency over the past five years, according to the national taxpayer advocate

By Bloomberg
Big investor pulls nearly $5B from Pimco, cites organizational changes
INVESTING FIXED INCOME JAN 08, 2015
Big investor pulls nearly $5B from Pimco, cites organizational changes

New York City Retirement Systems terminated two Pimco bond strategies &amp;mdash; one mortgages and one government securities.

By Robert Steyer
Investors punished for diversifying globally
RIAS RIA NEWS JAN 08, 2015
Investors punished for diversifying globally

Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.

By Trevor Hunnicutt
Advisers punished for diversifying globally
INVESTING EQUITIES JAN 08, 2015
Advisers punished for diversifying globally

Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.

By Trevor Hunnicutt
Unpleasant surprise on Form 1040 for Obamacare participants
ADVISOR NEWS RETIREMENT PLANNING JAN 08, 2015
Unpleasant surprise on Form 1040 for Obamacare participants

This tax filing season is going to be a little more complicated for freelancers and independent contractors who get health care subsidies.

By Darla Mercado
House passes national insurance-agent registry
INVESTING LIFE INSURANCE AND ANNUITIES JAN 08, 2015
House passes national insurance-agent registry

Bill would help insurance agents more efficiently get licensed to practice in multiple states.

By Mark Schoeff Jr.
That first interest rate hike might feel like a doozy
INVESTING EQUITIES JAN 08, 2015
That first interest rate hike might feel like a doozy

<i>Breakfast with Benjamin:</i> The Fed's rate hike cycle will be different this time. Plus: Don't overlook the energy sector, new risks facing dividend stocks, and Ecuador as a retirement haven of sorts

By Jeff Benjamin