RIA News

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Windfall's pitfalls
RIAS RIA NEWS JUN 06, 2013
Windfall's pitfalls

After pocketing a $1 million Make Me Rich jackpot last fall, Detroit-area lottery winner Amanda Clayton is getting a trial-by-fire lesson in the challenges of having wealth.

By Lavonne Kuykendall
Asset managers who won $254M lottery making shrewd moves
ADVISOR NEWS RETIREMENT PLANNING JUN 06, 2013
Asset managers who won $254M lottery making shrewd moves

Choosing a lump sum instead of annuity a smart decision, says estate expert; setting up trust protects heirs.

By Andrew Osterland
ADVISOR NEWS REGULATION AND LEGISLATION JUN 05, 2013
Florida enacts law to ease B-D registration

Instant approval once paperwork is filed, fee is paid.

By Mark Schoeff Jr.
RIAS RIA NEWS JUN 05, 2013
Game changers

As part of <i>InvestmentNews'</i> 15th anniversary issue, we're looking back this month at people who changed the face of the advice industry. Today: An adviser who blazed the trail for women.

By John Goff
RIAS RIA NEWS JUN 05, 2013
Low interest rate addictions

Combination of QE, massive debt levels and betting the economy's future growth on creating inflation a 'miserable mistake,' Michael Pento says

By By Michael Pento
ADVISOR NEWS INDEPENDENT BROKER DEALERS JUN 05, 2013
Job cuts at Advisor Group

Advisor Group, the IBD owned by AIG, laid off employees this week. Sources outside the company said the lion's share of the layoffs came from Woodbury Financial Services.

By Bruce Kelly
INVESTING LIFE INSURANCE AND ANNUITIES JUN 04, 2013
Prudential, AIG put on too big to fail list

If designation holds, firms will be subject to Fed oversight, stricter control

By Mark Schoeff Jr.
INVESTING EQUITIES JUN 04, 2013
Rate spike could skewer stocks, too

Interest rate spikes are looming threats to stock investors, as they could lead to higher capital costs and cut corporate margins and profits as many companies continue to suffer through sluggish sales.

By JKEPHART
The Takeaway: Hedgies now offering expert performance chasing
RIAS RIA NEWS JUN 04, 2013
The Takeaway: Hedgies now offering expert performance chasing

By Joshua Brown
RIAS RIA NEWS JUN 04, 2013
Treasury big defends Fed's policy

Miller says growing economy No. 1 priority

By Jason Kephart
RIAS RIA NEWS JUN 04, 2013
The secret behind big bank 'profits'

Too-big-too-fail giants get loan discounts due to perceived government support; taxpayer subsidy worth $83B

By John Goff
RIAS RIA NEWS JUN 03, 2013
MetLife adviser ranks thinning out fast after cuts

By Andrew Osterland
ADVISOR NEWS RETIREMENT PLANNING JUN 03, 2013
HSAs: Rx for health care reform

By Mary Beth Franklin
ADVISOR NEWS RETIREMENT PLANNING JUN 03, 2013
Dynasty branches out to the insurance side

New offering opens up access to insurance brokerages offering annuities, disability, long-term care.

By DJAMIESON
ADVISOR NEWS RETIREMENT PLANNING JUN 03, 2013
Health costs drop, but don't get excited

By Darla Mercado
ADVISOR NEWS RETIREMENT PLANNING JUN 03, 2013
Long-term care planning requires turning focus away from health

Advisers need to break through the &quot;cognitive dissonance&quot; of clients.

By Darla Mercado
RIAS RIA NEWS JUN 02, 2013
Ronald Blue & Co.

By Liz Skinner
RIAS RIA NEWS JUN 02, 2013
Hall Capital Partners

By Jason Kephart
RIAS RIA NEWS JUN 02, 2013
Aperio Group

By Bruce Kelly
ADVISOR NEWS RETIREMENT PLANNING JUN 02, 2013
As MetLife cuts, adviser ranks are thinning out fast

Insurer has axed 2,500 reps in the past year.

By Bruce Kelly