RIA News

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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
RETIREMENT PLANNING SEP 26, 2013
Know the VA or stay away

By MFXFeeder
INDEPENDENT BROKER DEALERS SEP 26, 2013
Navigating the RIA landscape: First stop the corporate RIA

By Tom Daley
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
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
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
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
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
ALTERNATIVES SEP 24, 2013
When yield is as high as an elephant's eye, investors listen

By Bloomberg
RIA NEWS SEP 24, 2013
Rob Isbitts: "Leverage is what pops the bubble"

By MFXFeeder
RIA NEWS SEP 24, 2013
Bond woes toppling Total Return ETF

By Jason Kephart
PRACTICE MANAGEMENT SEP 24, 2013
Morgan Stanley nabs $1.5B J.P. Morgan team

This addition is the latest in a string of high-profile, late-summer hires.

By DJAMIESON
Not all MLP funds created equal
RIA NEWS SEP 24, 2013
Not all MLP funds created equal

Some go to extraordinary lengths to qualify for preferential treatment under the tax code.

By Robert N. Gordon
RETIREMENT PLANNING SEP 24, 2013
Client advocates

Getting a jump on the effects of aging by preparing future decision makershttp://edit.investmentnews.com/apps/pbcsedit.dll/red#

By Liz Skinner
EQUITIES SEP 23, 2013
Is the great correlation over?

Live from the <i>IN</i> Alternatives Investments Conference: Low rates, economic uncertainty and surprises have pushed asset classes in the same direction

By JKEPHART
Market-Q gets big client with Oppenheimer & Co.
RIA NEWS SEP 23, 2013
Market-Q gets big client with Oppenheimer & Co.

Market data platform supplants Thomson Reuters.

By Trevor Hunnicutt
RIA NEWS SEP 23, 2013
Are you ready for a 100% loss?

New ads tout investments that may elude even the most sophisticated investors

By Mark Schoeff Jr.
RIA NEWS SEP 23, 2013
Don't ignore basic due diligence on alternatives

'You always need to understand what you're purchasing,' Deutsche exec urges

By Jeff Benjamin
RIA NEWS SEP 23, 2013
BlackRock sees Chinese growth surprise as bond risk slides

BlackRock expects China's economy to &#8220;surprise on the upside&#8221; for the rest of the year, after the cost of insuring the nation's debt fell the most in Asia this quarter.

By Matt Ackermann
RETIREMENT PLANNING SEP 23, 2013
Texas man gets 40 years for phony annuities scheme

Took nearly $500K from elderly women

By Darla Mercado