RIA News

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RETIREMENT PLANNING OCT 24, 2013
Shutdown delays announcement of Social Security cost-of-living allowance

Labor Department says CPI report will not be released this week

By Mary Beth Franklin
RIA NEWS OCT 24, 2013
10 stealth economic trends that rule the world

A look into the subtle forces reshaping the world's economies, and other must reads from wealth manager and CNBC commentator Josh Brown

By Joshua Brown
RETIREMENT PLANNING OCT 24, 2013
Your retirement plan is now following you on Twitter

What employees miss by not connecting with plans on social media

By Megan Durisin
RIA NEWS OCT 24, 2013
Gross' flagship fund endures hefty September redemptions

Pimco Total Return Fund, the world's biggest mutual fund, had its fifth straight month of withdrawals as investors continued to flee bonds.

By Matt Ackermann
RIA NEWS OCT 24, 2013
Double your pleasure, double your fun

By By Nicholas Colas
EQUITIES OCT 24, 2013
Cash is trash? Depends on who you're talking to

Who in their right mind would own cash when it's a guaranteed losing proposition? You might be surprised.

By Gregory Crawford
EQUITIES OCT 24, 2013
No big bang for ING IPO

Stock trades higher after company cuts offering price; annuities biz viewed as financial drag

By Darla Mercado
EQUITIES OCT 24, 2013
ING U.S. sets stock offering price at $21-$24 a share

Company to change name to Voya Financial upon IPO, focus on retirement, investment, insurance.

By Darla Mercado
RIA NEWS OCT 23, 2013
Advisory expansion at Schwab helps 3Q profits climb

Firm reports double-digit revenue gains in three units; 15% growth overall.

By Trevor Hunnicutt
RETIREMENT PLANNING OCT 23, 2013
Unraveling mystery Social Security lump-sum payments

Some retirees can receive up to six-months of retroactive benefits.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 23, 2013
Schwab ETF platform for 401(k)s hits regulatory speed bump

Schwab's ETF platform for 401(k)s, which was expected to debut in the fourth quarter, may need more work before being ready for prime time. Darla Mercado on what happened.

By Darla Mercado
WIREHOUSES OCT 23, 2013
Largest wealth group at UBS in San Diego goes independent

Ajay Gupta and partners managed $540 million at wirehouse; clients include new-age guru Chopra.

By Trevor Hunnicutt
ALTERNATIVES OCT 23, 2013
Raymond James offers alts to RIAs

The beefing up of Raymond James' RIA business continues as affiliated RIAs will have access to the firm's alternative investment platform beginning in September.

By DJAMIESON
RIA NEWS OCT 23, 2013
Rising rates damp Raymond James' quarterly results

Revenue, income, earnings up small, EPS miss expectations.

By DJAMIESON
RIA NEWS OCT 23, 2013
Fidelity rejiggers institutional business

Revamp aimed at streamlining coverage of RIA, B-D, bank, and retirement-plan clients

By DJAMIESON
RIA NEWS OCT 22, 2013
Summers says government-driven growth is right medicine, not austerity

Former Fed chief contender's credibility questioned; views called “simplistic.”

By Trevor Hunnicutt
WIREHOUSES OCT 22, 2013
The $50B wirehouse heist

Rudy Adolf of Focus Financial has done the math: Wall Street wirehouses destroy close to $50 billion of portfolio value each year with "unnecessary fees and depressed performance based on poor product choices, or both."

By radolf
RETIREMENT PLANNING OCT 22, 2013
Wealthy investors changing definition of age and retirement

Affluent investors embrace a broader definition of youth as life expectancy stretches

By Trevor Hunnicutt
RETIREMENT PLANNING OCT 22, 2013
Wealthy investors changing definition of age and retirement: Study

Affluent investors embrace a broader definition of youth, changing their retirement needs

By Trevor Hunnicutt
RIA NEWS OCT 22, 2013
Take Five with George Schwartz of Schwartz Investment Counsel and Ave Maria

Investors shouldn't sit on sidelines, despite partisan battles over government spending, he says

By Jeff Benjamin