RIA News

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ADVISOR NEWS RETIREMENT PLANNING JAN 10, 2014
Three great reasons to file and suspend Social Security benefits

Claiming strategy triggers benefits for children, spouses and protects your own.

By Mary Beth Franklin
RIAS RIA NEWS JAN 10, 2014
Long-term view of the stock market inspires confidence

Plus the greatest hedge fund manager of all time lays out the state of the global economy, and more from wealth manager and CNBC commentator Josh Brown

By Joshua Brown
RIAS RIA NEWS JAN 10, 2014
How to cut out the wolf of Wall St.

Exchange-traded funds are one way to avoid the high fees charged by the wolves of Wall St.

By Gregory Crawford
ADVISOR NEWS RETIREMENT PLANNING JAN 10, 2014
FICA takes bigger bite out of high earners' paychecks in 2014

About 10 million Americans will fork over a bigger slice of their paycheck to Social Security and Medicare taxes this year but Social Security retirement benefits increase by just 1.5%.

By Mary Beth Franklin
INVESTING EQUITIES JAN 10, 2014
Rubber meets the road on Fed tapering

Breakfast with Benjamin: Did the Fed make the right move with tapering? We'll know this week. Plus: Hot stocks for cold weather, missing out on the market, consumer sentiment looks bright, office vacancy rates still hurting, and the minimum wage debate.

By Jeff Benjamin
INVESTING FIXED INCOME JAN 10, 2014
Bernanke sees headwinds fading as U.S. poised to grow

In speech to fellow economists, Fed chief reflects on eight-year tenure.

By Gregory Crawford
ADVISOR NEWS RETIREMENT PLANNING JAN 10, 2014
File-and-suspend strategy prompts more questions

Married couples can't double-dip and claim spousal benefits, too.

By Mary Beth Franklin
INVESTING EQUITIES JAN 10, 2014
Gold hits the skids and miners dig deep

Today's Breakfast with Benjamin shines a light on the slide in gold and its impact on miners, Volcker rule tweaks, Nasdaq settling its Facebook IPO glitch, the expected drop in oil prices, and quotes to ponder

By Jeff Benjamin
INVESTING EQUITIES JAN 10, 2014
Gold drops like a rock in latest signal of economic recovery

Gold dropping like a rock. Plus: Taper mania, SAC's Steinberg convicted, big government seen as big bad, investment tips for 2014, and if economists wrote Christmas cards.

By Jeff Benjamin
RIAS RIA NEWS JAN 10, 2014
Merger math: Can 1+1 = 3?

What should you be looking for in a potential merger candidate? First, you need to have similar investment styles and fee structures. Beyond that, chemistry and cultural fit are key.

By Bloomberg
RIAS RIA NEWS JAN 10, 2014
Schorsch snaps up Summit for $49M

Nicholas Schorsch and RCS Capital Corp. continue their blistering pace of broker-dealer acquisitions, announcing the acquisition of Summit Financial Services Group Inc. for $49 million in cash and stock.

By Bruce Kelly
INVESTING EQUITIES JAN 09, 2014
Janet Yellen takes the helm (and the heat) at the Fed

<i>Breakfast with Benjamin:</i> Janet Yellen takes the helm (and the heat). Plus, data breach at Barclays, Pimco's guide to reducing volatility, investing when you're really scared, and investing when you're in love.

By Jeff Benjamin
INVESTING FIXED INCOME JAN 09, 2014
Fuss joins Gross in cutting long-term debt position before taper

Dan Fuss, whose Loomis Sayles Bond Fund is trouncing almost all of its peers, says he's preparing for rising rates and focusing on 'improving credits' by cutting his long-term debt position. He's on the same page as another big bond manager.

By Gregory Crawford
ADVISOR NEWS WIREHOUSES JAN 09, 2014
RBC adds California team from Merrill

Duo managed $500M at wirehouse.

By Trevor Hunnicutt
RIAS RIA NEWS JAN 09, 2014
RBC Wealth Management adds $200 million team

Adviser duo jumps from J.P. Morgan Securities

By Trevor Hunnicutt
Why Millennials are avoiding financial planning as a career
RIAS RIA NEWS JAN 09, 2014
Why Millennials are avoiding financial planning as a career

Despite strong salaries and great public relations calling it a &#8220;top career,&#8221; millennials avoid financial planning as a career. But why and where are they going?

By Trevor Hunnicutt
RIAS RIA NEWS JAN 09, 2014
CFP Board extends reach with massive online course

The organization behind the Certified Financial Planner credential is teaming with a university to offer the course in 2014

By Mark Schoeff Jr.
RIAS RIA NEWS JAN 09, 2014
FiNet adds hybrid affiliation option for new recruits

By DJAMIESON
RIAS RIA NEWS JAN 09, 2014
RJ's Helck on buying another broker: 'There isn't much out there'

But B-D is looking to purchase asset managers, he says

By Darla Mercado
RIAS RIA NEWS JAN 09, 2014
Technology blueprint for a typical RIA firm

The types of applications most commonly used by advisers

By Timothy D. Welsh