RIA News

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ADVISOR NEWS RETIREMENT PLANNING MAY 07, 2013
The next big rollover vehicle? Longevity insurance

With sales of deferred-income annuities up, carriers see an opportunity

By Darla Mercado
ADVISOR NEWS RETIREMENT PLANNING MAY 07, 2013
Pru's VA price hike too much for Raymond James

Prudential's decision to raise the price tag on an already pricey VA has some B-Ds thinking twice about pushing the product. Darla Mercado reports.

By Darla Mercado
ADVISOR NEWS FINTECH MAY 07, 2013
Schwab plans product review site for advisers

By Davis Janowski
ADVISOR NEWS RETIREMENT PLANNING MAY 06, 2013
MetLife adviser ranks thinning out fast after cuts

MetLife has trimmed a third of its adviser force amid a push to save $150 million a year by 2014. Question is, are the job cuts over?

By Bruce Kelly
RIAS RIA NEWS MAY 06, 2013
Structured products gain favor

By Darla Mercado
ADVISOR NEWS RETIREMENT PLANNING MAY 06, 2013
Axa latest insurer to yank generous VA options

Axa is the latest insurer to drop aggressive VA investment options, moving customers into funds that are less volatile. The shift will affect some 500,000 policies.

By Darla Mercado
ADVISOR NEWS RETIREMENT PLANNING MAY 06, 2013
DIY movement expanding to Social Security planning

Advisers rank low on list of resources pre-retirees turn to for help.

By Darla Mercado
RIAS RIA NEWS MAY 05, 2013
Momentum investing gains momentum

Momentum investing is gaining, well, momentum, and could replace a growth allocation in some portfolios. Jason Kephart explains.

By JKEPHART
RIAS RIA NEWS MAY 05, 2013
Savant Capital takes advice online

Advisory firm now offering online version of investment advice available at offices.

By Liz Skinner
RIAS RIA NEWS MAY 05, 2013
Guru: Secular bear market isn't over

By DJAMIESON
ADVISOR NEWS RETIREMENT PLANNING MAY 05, 2013
Social Security software firm offering new service levels

By Mary Beth Franklin
RIAS RIA NEWS MAY 05, 2013
RIAs bringing in new money, study finds

By AOSTERLAND
ADVISOR NEWS WIREHOUSES MAY 05, 2013
UBS wealth unit reports record profits, inflows

By DJAMIESON
ADVISOR NEWS RETIREMENT PLANNING MAY 05, 2013
Float suit vs. Fidelity

By Darla Mercado
ADVISOR NEWS WIREHOUSES MAY 05, 2013
Outlook good for wirehouses

By AOSTERLAND
RIAS RIA NEWS MAY 05, 2013
UBS should hive off wealth management unit, shareholder says

In a letter to UBS staff and shareholders, Knight Vinke said the bank should split up its investment bank and wealth management units.

By Gregory Crawford
RIAS PRACTICE MANAGEMENT MAY 05, 2013
UBS elevates Mathews to oversee ultra high-net-worth business

Former regional director replaces Chandler, who will run wealth management.

By Darla Mercado
ADVISOR NEWS WIREHOUSES MAY 05, 2013
Influential bank analyst says wirehouses looking good

Bank analyst sees wirehouses as big winners in wealth-management industry recovery. Light at the end of the tunnel?

By AOSTERLAND
ADVISOR NEWS WIREHOUSES MAY 05, 2013
UBS wealth management announces record profits, new money

Focus on wealth and asset management paying off as revamp from capital-heavy activities accelerates.

By DJAMIESON
RIAS RIA NEWS MAY 04, 2013
Jim Rogers: Gold is a 'buy' if it hits this price

Famed investor likes bullion -- if it falls to $1,300; commodity yet to set a 'proper bottom

By John Goff