RIA News

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RIAS PRACTICE MANAGEMENT NOV 16, 2014
A road map for navigating the changing financial planning landscape

Cetera's CEO's deep dive into one of the defining challenges – and opportunities – for the advice industry over the next 10 years.

By Larry Roth
RIAS RIA NEWS NOV 16, 2014
Working around the wash-sale rule

Options can be handy tools for loss harvesting, but be careful you don't run afoul of the IRS

By Robert N. Gordon
INVESTING ALTERNATIVES NOV 16, 2014
Nicholas Schorsch's RCS Capital could be facing major changes

RCAP may remake itself to boost value with stock down 39% since late October

By Bruce Kelly
ADVISOR NEWS RETIREMENT PLANNING NOV 16, 2014
Most Medicare beneficiaries overspend on out-of-pocket costs

People don't understand their coverage and the choices they can make to maximize their benefits and minimize unnecessary spending.

By Katy Votava
INVESTING ALTERNATIVES NOV 16, 2014
Largest alternatives funds

By Andrew Leigh
ADVISOR NEWS RETIREMENT PLANNING NOV 14, 2014
DOL to review documents in 401(k) excessive fee suit

The Department of Labor will look for a possible ERISA violation after making an unprecedented petition to look at the case documents last summer.

By Darla Mercado
ADVISOR NEWS RETIREMENT PLANNING NOV 14, 2014
Do you really need long-term care insurance?

New study offers a more accurate estimate of nursing home stays and shows which consumers benefit

By Bloomberg
INVESTING EQUITIES NOV 14, 2014
Stock-index futures gain, indicating an S&P 500 rebound

After slipping from a record high, stock futures point to the S&P's advancing again.

By Bloomberg
INVESTING EQUITIES NOV 14, 2014
Prolific U.S. oil production raises questions about a new tipping point

Friday <i>Breakfast with Benjamin</i> highlights the downsides to cheap U.S. oil. Plus: Maybe you don't need long-term-care insurance, the high risks of not saving for retirement, Putin becomes a gold bug, and why you might get a raise in 2015.

By Jeff Benjamin
INVESTING ALTERNATIVES NOV 14, 2014
Liquid alts suffer big asset drop; MainStay Marketfield takes biggest hit

After strong growth, the category suffers its first outflows in two years in the month of October. Redemptions were dominated by a continued sell-off of the MainStay Marketfield Fund, the largest in the alternative category.

By Trevor Hunnicutt
RIAS RIA NEWS NOV 14, 2014
Lebenthal taps into a gusher of wealth in oil-rich North Dakota

'Home-grown' advisers will open office to serve new millionaires with little investing experience.

By Mason Braswell
RIAS RIA NEWS NOV 14, 2014
Who is pushing – and buying – socially responsible investments

New survey finds female advisers more likely to offer impact-investing options to clients.

By Bloomberg
INVESTING EQUITIES NOV 13, 2014
Stocks, dollar climb but gold drops

Slow eurozone recovery has investors on hold

By Bloomberg
INVESTING EQUITIES NOV 13, 2014
Morningstar's latest Pimco remarks spark catty comments

On Thursday's <i>Breakfast with Benjamin</i> menu: A string of catty comments accompany a Morningstar talk-up of Pimco's outlook. Plus, what municipal bond investors can learn from Detroit and Stockton, avoid getting sucked in by the market's latest winning streak, and much more.

By Jeff Benjamin
INVESTING ALTERNATIVES NOV 13, 2014
Stock-index futures signal pullback from record highs

Rally pushes valuations to highest level since 2009; financials in focus.

By Bloomberg
INVESTING ALTERNATIVES NOV 13, 2014
With stock off sharply, Schorsch's RCS Capital says 'We're not ARCP'

Both companies controlled by the REIT czar but broker-dealer not involved in accounting trouble at American Realty Capital Properties.

By Bruce Kelly
RIAS RIA NEWS NOV 12, 2014
Loomis Sayles promotes president Kevin Charleston to CEO

Replaces Robert J .Blanding, who will remain chairman.

By James Comtois
ADVISOR NEWS FINTECH NOV 12, 2014
When slow Internet happens to fast people

Blogger goes where life is slow and the Internet is slower.

By Sheryl Rowling
RIAS RIA NEWS NOV 12, 2014
Game offers a chance to play with the market in 3D

StockCity is wearable technology that allows investors to explore the stock market as if it were the streets of Midtown Manhattan.

By Trevor Hunnicutt
ADVISOR NEWS RETIREMENT PLANNING NOV 12, 2014
Crash course in Social Security for gay couples

Two-thirds of states and Washington now allow same-sex marriage, opening the door for spousal and survivor benefits

By Mary Beth Franklin