RIA News

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PRACTICE MANAGEMENT FEB 13, 2014
Advisers brave polar vortex's brutal cold

But only the temperatures are negative, as advisers shrug off nasty weather and get to work.

By Trevor Hunnicutt
RIA NEWS FEB 13, 2014
Lessons in leadership from Nelson Mandela

Growing up in Southern Africa, Joe Duran writes that Nelson Mandela's name was always a catalyst to an argument. He was feared and demonized by white politicians, but he was also a hero.

By Joe Duran
FINTECH FEB 12, 2014
Surprises in store for advisers at T3 conference this week

Stay tuned to Twitter for attendees sharing tips, tricks and insights.

By Alessandra Malito
MUTUAL FUNDS FEB 12, 2014
Franklin Templeton lifts Ukraine bet by over $250 million

Asset manager is the country's largest debtholder; growing violence spurs unprecedented losses.

By Gregory Crawford
RIA NEWS FEB 12, 2014
Fidelity names Morrison to head asset management

Longtime veteran replaces O'Hanley as unit loses ground to rivals amid investor outflows.

By Gregory Crawford
RETIREMENT PLANNING FEB 12, 2014
A credit freeze could complicate your Social Security sign-up process

Find out how to sign up for your personalized benefit estimate

By Mary Beth Franklin
EQUITIES FEB 12, 2014
BlackRock's Fink calls market drop 'old-fashioned correction'

CEO says long-term investors staying the course, blames hedge funds for volatility.

By Gregory Crawford
Dennis Stattman's 25-year balancing act
ALTERNATIVES FEB 12, 2014
Dennis Stattman's 25-year balancing act

Dennis Stattman, manager of BlackRock's global allocation fund, has made advisers look smart and has kept clients happy thanks to 25 years of outperformance.

By Jason Kephart
EQUITIES FEB 12, 2014
Fed tapers another $10B a month; stocks extend losses

Slight economic improvement keeps central bankers on track as they commit to keeping target interest rate near zero.

By Gregory Crawford
ALTERNATIVES FEB 11, 2014
Racing with Tesla

<i>Breakfast with Benjamin:</i> Tesla races ahead of the rest of Wall Street as the Fed talks rate increase. Plus: What firm stands to win big in the Facebook-WhatsApp deal; wealthy investors take interest in some unusual currencies other than Bitcoin and who manages your mortgage?

By Jeff Benjamin
RIA NEWS FEB 11, 2014
New ways to deal with rising risk in stocks and bonds

Bank loans, business development companies, REITs and options strategies are just some ideas

By Jeff Benjamin
RIA NEWS FEB 11, 2014
How much energy does the bull have left?

Many investors are questioning how much longer the rally can run before it collapses from exhaustion

By Kurt Feuerman
EQUITIES FEB 11, 2014
Investors shift record amounts from U.S. stocks to bonds

Investors shifted record amounts out of U.S. stock funds and into bonds in seven-day period ended Feb. 5, while withdrawing money from emerging-market equities for a 15th straight week.

By Gregory Crawford
EQUITIES FEB 11, 2014
Cry me a river: Tears of fear or tears of joy

After a rocky first month of the year and a downright awful start to February, one could be forgiven for wondering whether the stock market is correcting or beginning a longer-term slide. Advisors Asset Management's Scott Colyer takes a look at the bearish case and the bullish case.

By Scott Colyer
RIA NEWS FEB 11, 2014
In El-Erian departure wake, Seidner joins Grantham Mayo from Pimco

Marc Seidner left Pacific Investment Management Co. in a leadership shakeup triggered by CEO Mohamed El-Erian's resignation and joined Boston money manager Grantham Mayo Van Otterloo &amp; Co. to oversee fixed income.

By Gregory Crawford
ETFS FEB 11, 2014
Cold weather offers hot investment plays

Natural-gas prices spike up, but experts warn that opportunity is only short-term.

By CODONNELL
RIA NEWS FEB 11, 2014
Hedge funds raise gold wagers as Chinese demand increases

Hedge funds raised bullish gold wagers to the highest in eight weeks as signs of stronger Chinese demand drove prices to the longest rally since August. Goldman Sachs analysts say the gains will be short-lived.

By Matt Ackermann
PRACTICE MANAGEMENT FEB 11, 2014
The 3 most important topics advisers will discuss with clients in 2014

Interest, re-balancing and diversification will top the list of agenda topics for most discussions with clients, advisers say.

By Liz Skinner
RIA NEWS FEB 11, 2014
Alive! Former adviser disappeared after allegedly ripping clients off captured

Aubrey Lee Price went missing in June 2012 after revealing private-placement losses in a cryptic letter. He has been found alive. Trevor Hunnicutt reports.

By Trevor Hunnicutt
MUTUAL FUNDS FEB 11, 2014
Carlyle Group joins hedgies' rush into liquid alt mutual funds

Will launch two '40 Act funds to lure financial adviser business

By Jason Kephart