RIA News

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INVESTING EQUITIES JUN 03, 2014
A milestone day

Friday's <i>Breakfast with Benjamin</i> menu: A big jobs report, commemorating D-Day. Plus: The SEC tackles HFT, Bill Gross and cell phones, BofA's big fine and ranking the horses.

By Jeff Benjamin
ADVISOR NEWS FINTECH JUN 03, 2014
Pershing updates technology platforms – all at once

NetX360 revised with new interfaces and flexibility for users.

By twelsh
INVESTING EQUITIES JUN 03, 2014
Prepare for a rocky week in the markets

On today's <i>Breakfast with Benjamin</i> menu: The next four days are going to be big for the markets. Plus: One way to hedge against a correction; bad news keeps coming for Bill Gross; don't wait to collect Social Security; Nick Schorsch's shareholders speak; and digital luggage tags.

By Jeff Benjamin
INVESTING ALTERNATIVES JUN 03, 2014
Opposition mounts to Inland merger

Union says shareholders will end up footing the bill for $45 million in transaction fees from merger with Kite Realty.

By Mason Braswell
RIAS RIA NEWS JUN 03, 2014
Schorsch buys Red Lobster properties in $1.5 billion deal

American Realty Capital Properties Inc., the largest sponsor of nontraded real estate investment trusts, bought the property in conjunction with Golden Gate Capital's acquisition of the Red Lobster seafood restaurants from Darden Restaurants Inc.

By Mark Schoeff Jr.
RIAS RIA NEWS JUN 03, 2014
Investment managers report lackluster quarter

Reduced DB plan presence, cool markets cited for slight AUM gains

By James Comtois
RIAS RIA NEWS JUN 03, 2014
A new planning tool for advisers challenges clients to win a game

Using gamification can help further conversations.

By Joyce Hanson
ADVISOR NEWS INDEPENDENT BROKER DEALERS JUN 03, 2014
LPL weathers flat quarter on higher revenue

Revenue was up almost 12%, but profit declined on higher expenses.

By Mason Braswell
RIAS PRACTICE MANAGEMENT JUN 03, 2014
The three levels of community involvement and how they can pay off

Involvement with nonprofits can adds great value to your firm and reward you personally.

By Scott T. Hanson
INVESTING EQUITIES JUN 03, 2014
Look beyond the noise to economic growth

Investors will need to see continued improvement in economic data to be encouraged to extend their investment horizons and assume greater risk exposure, Nuveen's chief equity strategist Robert C. Doll says.

By Robert C. Doll
ADVISOR NEWS FINTECH JUN 03, 2014
LPL upgrades mobile application

Adviser feedback results in improvements to the app, including secure messaging.

By Joyce Hanson
The most regrettable Social Security decision
ADVISOR NEWS RETIREMENT PLANNING JUN 02, 2014
The most regrettable Social Security decision

For a married couple, the right Social Security claiming decision can increase lifetime benefits by $100,000 or more.

By Mary Beth Franklin
ADVISOR NEWS RETIREMENT PLANNING JUN 02, 2014
The power and limits of positive thinking

A growing body of research shows that positive thinking plays a bigger role in our behavior and success than you might think. But negative thoughts and emotions have their place, too, and can aid in solving certain kinds of problems.

By Kol Birke, CFP®
ADVISOR NEWS RETIREMENT PLANNING JUN 02, 2014
New admission secrets of top colleges

Unless your child qualifies for financial aid, admission to a top school means you'll be paying full freight -- merit-based financial aid is gone.

By Troy Onink
ADVISOR NEWS RETIREMENT PLANNING JUN 02, 2014
What financial advisers really think about retirement

A new <InvestmentNews</i> survey finds that while advisers are still cautious, confidence in their clients' retirement is strong

By CODONNELL
RIAS RIA NEWS JUN 02, 2014
UBS shuffles management, hires ex-Morgan Stanley exec

Jason Chandler and Bill Carroll will now share responsibility for field leadership; Paul Hatch fills new role as head of advice and solutions

By Mason Braswell
INVESTING EQUITIES JUN 02, 2014
Where to access retirement income now

Annuities, individual municipal bonds and equities in the pharmaceutical sector hold good prospects for clients seeking retirement income.

By Darla Mercado
RIAS PRACTICE MANAGEMENT JUN 01, 2014
Behind the drop in college admission rates

Plus a primer on the increasingly complicated financial aid and application processes.

By Troy Onink
INVESTING EQUITIES MAY 31, 2014
Investors embrace the risk-on mood and stocks are flying high

Today's menu: Risk is on! Plus: Nasdaq 100 nears 13-year high, Yellen sees housing trouble but can only watch, treating homeownership like a real investment, where money managers are made, and Congress proves to be the sweetest gig of all.

By Jeff Benjamin
RIAS PRACTICE MANAGEMENT MAY 30, 2014
Wealthy seek to pass on family values through philanthropy

Advisers can use their role to facilitate building generational bonds

By Liz Skinner