RIA News

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Are clients saving too much money for retirement health care?
ADVISOR NEWS RETIREMENT PLANNING MAY 16, 2013
Are clients saving too much money for retirement health care?

Cadillac coverage may not be a good fit for those with specific quality-of-life wishes

By Jeff Benjamin
ADVISOR NEWS RETIREMENT PLANNING MAY 16, 2013
Personalizing estimates of health care costs

Individual profiles are key to garnering more-accurate spending figures

By Mary Beth Franklin
ADVISOR NEWS RETIREMENT PLANNING MAY 16, 2013
Retirement Income Summit 2013 - Mary Beth Franklin: Home schooling long-term care

Dr. Carolyn McClanahan shares her personal vision of aging in place

By Mary Beth Franklin
ADVISOR NEWS RETIREMENT PLANNING MAY 16, 2013
GAO: Workers hurt when rolling over 401(k) plans to IRAs

Workers are being encouraged to roll their 401(k)s into IRAs, but that might not be the best plan of action, the GAO says. Solution? Use plain English, for one thing.

By Mark Schoeff Jr.
ADVISOR NEWS REGULATION AND LEGISLATION MAY 16, 2013
SRO fight creates strange bedfellows

For the moment, liberal representative Maxine Waters's view on RIA oversight is making her a favorite of advisers. But the feeling isn't likely to last.

By Mark Schoeff Jr.
Securities America is back on track
ADVISOR NEWS INDEPENDENT BROKER DEALERS MAY 16, 2013
Securities America is back on track

B-D adds 'superbranch' but with thin annual production levels.

By Bruce Kelly
ADVISOR NEWS RETIREMENT PLANNING MAY 15, 2013
Advisers stung by 'Frontline' attack

Advisers' reaction to the PBS documentary slamming advisers was ... well ... hardly surprising.

By Darla Mercado
ADVISOR NEWS RETIREMENT PLANNING MAY 14, 2013
Retirement Income Summit 2013 - Income is the missing piece in retirement income planning

Clients often unaware how much savings are needed to generate sufficient cash

By Jeff Benjamin
ADVISOR NEWS RETIREMENT PLANNING MAY 14, 2013
<font color=red>Retirement Income Summit 2013</font> Why the 4 percent rule shouldn't be a rule

By Jeff Benjamin
ADVISOR NEWS RETIREMENT PLANNING MAY 14, 2013
Top tweets from IN's Retirement Income Summit 2013

InvestmentNews' Retirement Income Summit 2013 is under way in Chicago. We've pulled together the most intriguing tweets from Day 1.

By Andrew Leigh
RIAS RIA NEWS MAY 14, 2013
Momentum investing is gaining momentum

By Jason Kephart
RIAS RIA NEWS MAY 14, 2013
Legal fallout, competition dog NFP as it seeks to go private

Start-up Lion Street in position to poach NFP reps and advisers.

By Bruce Kelly
ADVISOR NEWS RETIREMENT PLANNING MAY 14, 2013
IPA sets valuation guidelines

By Bruce Kelly
RIAS RIA NEWS MAY 14, 2013
Closed-end-fund yields eclipse those of mutual funds, ETFs

By Jason Kephart
ADVISOR NEWS RETIREMENT PLANNING MAY 14, 2013
The magic withdrawal number in a low-interest-rate retirement? You'll be surprised

2.8% the magic number, new study finds

By Darla Mercado
ADVISOR NEWS RETIREMENT PLANNING MAY 14, 2013
Nontraded REIT rules roiled by appraisal issue

By Bruce Kelly
ADVISOR NEWS RETIREMENT PLANNING MAY 13, 2013
EBRI's Fronstin: The real cost of retiree health care

By John Goff
ADVISOR NEWS RETIREMENT PLANNING MAY 13, 2013
Life insurance as income tool

Policies with built-up cash value are popular vehicles for covering expenses in retirement

By Darla Mercado
ADVISOR NEWS RETIREMENT PLANNING MAY 13, 2013
Sometimes, cash now is better than more cash later

By Mary Beth Franklin
RIAS RIA NEWS MAY 13, 2013
Blackstone's Wien: Market's strength is surprising

There is a battle right now between liquidity and reality, he says

By By Byron Wien