RIA News

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RIA NEWS JUL 31, 2013
Invest in Others awards four advisers grants to bolster their causes

Charities focus on child protection, nutrition, education and genetic disorder NF.

By Darla Mercado
RIA NEWS JUL 31, 2013
FPA reorganizes pro bono efforts

The Financial Planning Association today announced has enlisted the help of the Foundation for Financial Planning to coordinate its members pro bono efforts.

By Darla Mercado
RIA NEWS JUL 31, 2013
Advisers' selflessness is humbling

Know an adviser who is making a difference in the community? Submit a nomination form for this year's Community Leadership Awards.

By FGabriel
RIA NEWS JUL 30, 2013
Janney lands Merrill team with more than $900 million

Group from Connecticut has $3.7 million annual production.

By Trevor Hunnicutt
RIA NEWS JUL 30, 2013
Advice and wealth management power Ameriprise 2Q

Two units &#8212; advice and wealth management &#8212; powered Ameriprise's second quarter results. <i>Plus: <a href=&quot;http://www.investmentnews.com/article/20130724/FREE/130729960&quot;>What happened to Raymond James in the quarter?</a></i>

By Bruce Kelly
RIA NEWS JUL 30, 2013
Americans fear another financial crisis, are spooked by investing

Nationwide survey shows younger investors in particular are skittish

By Michael Shagrin
RIA NEWS JUL 30, 2013
Helck: Fiduciary standard can work with high-commission products

RJ exec says putting clients' interests first crucial when dealing with complex offerings

By Darla Mercado
EQUITIES JUL 30, 2013
The Takeaway: That big sucking sound? Investors pulling out of commodity funds

By Joshua Brown
RIA NEWS JUL 29, 2013
Leitz elected NAPFA national chair

Colorado-based adviser seeks to make the organization a home for brokers moving to RIA.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUL 29, 2013
Parsing Social Security rules for spouses

Mary Beth Franklin unwraps the puzzle of Social Security claiming options for married couples.

By Mary Beth Franklin
RETIREMENT PLANNING JUL 29, 2013
Social Security rules can wreak havoc on divorce plans

By Mary Beth Franklin
RETIREMENT PLANNING JUL 28, 2013
Deconstructing Social Security's earnings test

By Mary Beth Franklin
RIA NEWS JUL 28, 2013
Charity rose in first half

By Darla Mercado
RIA NEWS JUL 28, 2013
BloombergBlack shutting down

Online wealth management tools to DIY mass-affluent investment crowd doesn't get off the ground.

By Janowski Davis
INDEPENDENT BROKER DEALERS JUL 28, 2013
LPL right to eliminate 'self-supervision'

Beginning in 2015, firm to charge its reps for outside supervision.

By Bruce Kelly
RIA NEWS JUL 28, 2013
2Q a mixed bag for big firms

Asset management key component of earnings at three industry giants.

By DJAMIESON
INDEPENDENT BROKER DEALERS JUL 28, 2013
Carson acquires $218M AUM hybrid

Plans to complete up to eight such deals this year.

By Bruce Kelly
OPINION JUL 28, 2013
Prepare for the dreaded drawdown

Take steps now to soften the impact on your bottom line as your boomer clients spend their assets.

By Matt Matrisian
RIA NEWS JUL 28, 2013
Fund managers should go into the closet when markets drop

Active management doesn't pay when markets are down, so managers should just follow their benchmarks, a new study finds. In other words, become a closet indexer.

By Michael Shagrin
RIA NEWS JUL 28, 2013
Making their way in a man's world

By Liz Skinner