RIA News

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RIAS RIA NEWS SEP 29, 2014
How do you buy a relationship?

When purchasing a firm, advisers enter contact with an unpredictable asset: clients.

By MFXFeeder
RIAS PRACTICE MANAGEMENT SEP 29, 2014
Adviser M&A activity suggests sellers firmly at the helm

By Liz Skinner
ADVISOR NEWS RETIREMENT PLANNING SEP 29, 2014
Jay Wintrob resigns as CEO of AIG Life and Retirement

He had been in contention to succeed Benmosche as head of AIG.

By Bruce Kelly
ADVISOR NEWS RETIREMENT PLANNING SEP 29, 2014
Advice industry adapts to changing concept of retirement

As people live longer, the distribution phase becomes more critical

By Mary Beth Franklin
ADVISOR NEWS FINTECH SEP 29, 2014
What to do when your cloud crashes

Outages are a fact of life, but most are short-lived.

By Liz Skinner
INVESTING EQUITIES SEP 29, 2014
Stock and real estate bubbles on a collision course

Today's <i>Breakfast with Benjamin</i> sees stock and real estate bubbles on a collision course, gold prices stuck in neutral, Bill Gross cutting Treasury bond exposure, and much more.

By Jeff Benjamin
RIAS PRACTICE MANAGEMENT SEP 28, 2014
The next generation of advisers

Sign up for the InvestmentNews NextGen Virtual Career Fair, taking place on November 7th

By Andrew Leigh
Financial planning programs need champions
ADVISOR NEWS OPINION SEP 28, 2014
Financial planning programs need champions

Bringing awareness of the financial planning profession to college campuses requires a combination of ingredients

By Luke Dean
RIAS PRACTICE MANAGEMENT SEP 28, 2014
The differences between NextGen and senior advisers

Survey results draw lines between the generations of advisers

By Andrew Leigh
ADVISOR NEWS INDEPENDENT BROKER DEALERS SEP 28, 2014
An 'adviser' in name only

Calling a broker an adviser is dangerous, and it's time to embrace the black-and-white distinction.

By MFXFeeder
INVESTING EQUITIES SEP 27, 2014
Gross' last defiance stuns Pimco, Allianz

Move to Janus was a complete surprise to company, bosses in Germany.

By Bloomberg
RIAS PRACTICE MANAGEMENT SEP 26, 2014
BlackRock, Precidian pull applications for new ETF type

By Bloomberg
INVESTING EQUITIES SEP 26, 2014
Pimco fortifies to take on the old boss

Monday <i>Breakfast with Benjamin:</i>Gross, Ivascyn to square off. Plus: The outlook for Pimco outflows is bad and worse, global markets keeping an eye on Hong Kong civil unrest, a warning about fixed indexed annuities, buying ahead of ex-dividend dates, and running the numbers on Roth IRAs

By Jeff Benjamin
RIAS RIA NEWS SEP 26, 2014
Variable annuity with guaranteed lifetime withdrawal benefit rider can help advisers provide retirement income stability to clients

By azimmerman
INVESTING EQUITIES SEP 26, 2014
Pimco's funds plunge following Bill Gross exit

Global StocksPlus &amp; Income Fund slips 9.2% to $22.80

By Bloomberg
INVESTING EQUITIES SEP 26, 2014
Market ramps up for typical October wild ride

In today's <i>Breakfast with Benjamin</i>, signs point to a wild month ahead for the markets, Michael Lewis dishes on 'secret' Goldman Sachs tapes, the Alibaba bloom is already off the rose, and more.

By Jeff Benjamin
INVESTING ETFS SEP 26, 2014
Bill Gross' terrible, horrible, no good, very bad year

A timeline of the tumultuous 2014 for Gross and Pimco

By Andrew Leigh
INVESTING EQUITIES SEP 26, 2014
Frustrated Fed calls out consumers for saving too much

<i>Breakfast with Benjamin:</i> The Fed now says consumers are saving too much. Plus: SEC reforms add risk to money market funds; considering a worst-case-scenario for economic growth; what Eric Cantor brings to Wall Street; and another case for long-short equity investing.

By Jeff Benjamin
RIAS RIA NEWS SEP 26, 2014
Bill Gross disciple takes down the 'Bond King'

This edition of <i>Breakfast with Benjamin</i> covers Bill Gross getting beaten at his own game, the SEC's focus on liquid alt funds, Obama's attack on corporate inversions, and more.

By Jeff Benjamin
ADVISOR NEWS RETIREMENT PLANNING SEP 26, 2014
Wall Street firms lure federal workers, soldiers out of low-cost retirement plan

The marketing pitches are persuasive. But experts say the Thrift Savings Plan fees are so low, it doesn't make sense to move.

By Bloomberg