RIA News

Displaying 36702 results
ADVISOR NEWS RETIREMENT PLANNING SEP 29, 2013
Penn Mutual lays off team of wholesalers and relationship managers

Firm doesn't want 'too much' in variable annuity sales.

By Darla Mercado
RIAS RIA NEWS SEP 29, 2013
Firm caps its annual charges

By Liz Skinner
ADVISOR NEWS RETIREMENT PLANNING SEP 29, 2013
Some could break even with Axa's latest VA buyout offers

By Darla Mercado
RIAS RIA NEWS SEP 29, 2013
Large-cap investors sell themselves short - again

By Jason Kephart
RIAS RIA NEWS SEP 29, 2013
Cash pours into wine funds with taste for unknown

By Megan Durisin
RIAS RIA NEWS SEP 27, 2013
Bracing for Japanese fiscal crisis

A former adviser to billionaire George Soros and now a member of Japan's upper house of parliament, said a fiscal crisis in Asia's second- biggest economy is inevitable and neither a higher sales tax nor the 2020 Olympics will be able to stop it.

By Matt Ackermann
RIAS RIA NEWS SEP 27, 2013
Blame it on Viagra, yoga pants

The rise of divorced 50-something adults, and other must reads from wealth manager and CNBC commentator Josh Brown

By Joshua Brown
RIAS RIA NEWS SEP 27, 2013
A 'full-scale rout' on trading?

Goldman Sachs Group Inc. and Morgan Stanley had their earnings estimates lowered by Brad Hintz, a Sanford C. Bernstein & Co. analyst, amid a decline in trading he called “a full-scale rout.”

By Matt Ackermann
RIAS RIA NEWS SEP 27, 2013
Americans losing faith in economic recovery: Poll

Economists forecast that growth will pick up but consumers don't agree. Washington's dysfunction is one major factor.

By Gregory Crawford
Wells Fargo to add 1,400 reps this year, report says
RIAS RIA NEWS SEP 27, 2013
Wells Fargo to add 1,400 reps this year, report says

Wells Fargo Advisors LLC chief executive Danny Ludeman told Dow Jones today that he expects to hire more than 1,400 brokers this year.

By Dan Jamieson
ADVISOR NEWS RETIREMENT PLANNING SEP 26, 2013
Turning to social media for retirement savings info

More firms using Twitter, LinkedIn, Facebook but workers missing out.

By Megan Durisin
ADVISOR NEWS RETIREMENT PLANNING SEP 26, 2013
Annuities changes puzzle advisers

Advisers admit that variable annuities' varying product features and investment menus pose challenges, and insurers could do more to improve their clarity.

By Darla Mercado
ADVISOR NEWS RETIREMENT PLANNING SEP 26, 2013
A real life case of confused claiming strategies

When to use 'file and suspend' vs. a restricted claim for spousal benefits.

By Mary Beth Franklin
ADVISOR NEWS RETIREMENT PLANNING SEP 26, 2013
Know the VA or stay away

By MFXFeeder
RIAS RIA NEWS SEP 26, 2013
Navigating the RIA landscape: First stop the corporate RIA

By Tom Daley
RIAS PRACTICE MANAGEMENT SEP 26, 2013
Adviser on the move? Four things to know before you go

Whether you are thinking of going independent, changing broker-dealers or just want to confirm your current business platform is right for you, there are four critical areas to analyze.

By Tom Daley
ADVISOR NEWS RETIREMENT PLANNING SEP 25, 2013
Two options to 'super-size' Social Security benefits

How financial advisers can help their clients who claim reduced Social Security benefits early and regret it later take steps to reset and maximize their benefits.

By Mary Beth Franklin
RIAS RIA NEWS SEP 24, 2013
Don't get bitten by the capital gains tax

What you need to know before you're socked with taxes on distributions from your mutual funds

By Darla Mercado
RIAS RIA NEWS SEP 24, 2013
Will the U.S. economy plummet over the edge?

Economists forecast that growth will pick up, but consumers don't agree

By Gregory Crawford
RIAS RIA NEWS SEP 24, 2013
Bad timing is sinking your nest egg

You may be your own worst enemy when it comes to beating the market

By Jason Kephart