RIA News

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EQUITIES MAR 21, 2014
U.S. stocks fall amid global equities selloff on Ukraine

U.S. stocks sank, tracking a global selloff in equities, as investors sought havens on concern that Russia's military presence in Ukraine could lead to a larger conflict. How long and deep could it go?

By Gregory Crawford
EQUITIES MAR 21, 2014
Investors not buying gold bounce despite Ukraine tension

The yellow metal is back in the spotlight, but strategists say that despite Ukraine tension, a long-term comeback is not in the cards. <i> Plus: <a href=&quot;http://www.investmentnews.com/article/20140303/FREE/140309988&quot; target=&quot;_blank&quot;>Ukraine worries sink stocks</a>.</i>

By Mason Braswell
RIA NEWS MAR 21, 2014
El-Erian clashed with Gross before resigning from Pimco

Pimco's Mohamed El-Erian clashed with co-founder Bill Gross over trading strategy, personnel decisions and other issues before announcing that he's leaving the firm.

By Bloomberg
FIXED INCOME MAR 21, 2014
What does the future portend for Pimco?

Analysts agree it should stick to its brand as a bond shop, but advisers open to new products.

By Jeff Benjamin
RETIREMENT PLANNING MAR 20, 2014
Getting the most from Social Security benefits

The first rule: If possible, don't file before 66. Second rule: If you can, file and suspend.

By CODONNELL
RETIREMENT PLANNING MAR 20, 2014
Once-mighty nontraded REIT sponsor Inland Real Estate Investment Corp. plots a comeback

Mitchell Sabshon plots a course for nontraded REIT sponsor Inland Real Estate Investment Corp. to recreate its prior success.

By Bruce Kelly
WIREHOUSES MAR 20, 2014
Merrill Lynch taps new head to expand training

Racquel Oden promoted to help ramp up newly restructured PMD program.

By Mason Braswell
RETIREMENT PLANNING MAR 20, 2014
Lockheed Martin 401(k) case to proceed as class action

On Monday, the Supreme Court let stand a decision in the 7th U.S. Circuit Court of Appeals that permits employees of the defense contractor to proceed with a class action against the firm. The case will now go to trial.

By Darla Mercado
FIXED INCOME MAR 20, 2014
Fidelity launches bond funds to weather uncertain markets

The fund giant is offering clients a new way to prosper in uncertain debt markets.

By Trevor Hunnicutt
Siebert Financial names longtime associate to CEO post
RIA NEWS MAR 20, 2014
Siebert Financial names longtime associate to CEO post

Suzanne Shank to run brokerage founded by Wall St. pioneer.

By Megan Durisin
EQUITIES MAR 20, 2014
Trailblazer who broke Wall St. gender barrier dies at 80

Muriel Siebert bought seat on Big Board in 1967, breaking up all-male bastion.

By Gregory Crawford
Marketing inequality In financial planning firms is growing
EQUITIES MAR 20, 2014
Marketing inequality In financial planning firms is growing

By Joshua Brown
Profits proving elusive at Putnam as manager compensation eats gains
MUTUAL FUNDS MAR 20, 2014
Profits proving elusive at Putnam as manager compensation eats gains

Market performance boosts AUM as asset flows mostly negative.

By Rick Baert
PRACTICE MANAGEMENT MAR 19, 2014
Wells Fargo gets aggressive to help advisers protect assets of elderly clients

Take Five interview with Ronald Long, head of Wells Fargo's new Elder Client Initiatives

By Mason Braswell
RETIREMENT PLANNING MAR 19, 2014
Capital gains surged ahead of U.S. tax increase

Investors took a lot of profit before top rate rose to 23.8%, Obama health care tax took hold

By Gregory Crawford
EQUITIES MAR 19, 2014
Hey Janet, talk is cheap

<i>Breakfast with Benjamin:</i> Markets don't buy the Fed chief's words. Plus: More data today, who's going after indie advisers, Apple's Pushmi-pullyu, Icahn's intentions, a headline says it all and the Madness begins.

By Jeff Benjamin
RETIREMENT PLANNING MAR 19, 2014
Making the grade: continuing care retirement communities (CCRCs)

Four page worksheet for assessing the most appropriate type of CCRC for clients

By Legg Mason
RETIREMENT PLANNING MAR 19, 2014
Assessing your housing needs

Practical guide for investors to analyze and identify their housing needs as they age

By Legg Mason
RETIREMENT PLANNING MAR 19, 2014
Aging in place resources

Two page directory of resources for investors and advisers

By Legg Mason
RETIREMENT PLANNING MAR 19, 2014
Making the grade: skilled nursing facilities

Two page worksheet for assessesing the appropriate 24-hour nursing facility for clients

By Legg Mason