RIA News

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RIA NEWS OCT 26, 2012
Eight tax strategies for advisers to consider

By Paul Menchaca
RIA NEWS OCT 26, 2012
Traditional tax planning 'turned on its head' this year

That's the song the band played when Cornwallis surrendered to the upstart Americans at Yorktown. It should also be the theme music for this year's tax-planning season. Here's why.

By Liz Skinner
RETIREMENT PLANNING OCT 26, 2012
Not all disasters are equal, taxwise

By MFXFeeder
RIA NEWS OCT 26, 2012
Olympians would be spared medal tax under Senator's proposal

Senator Marco Rubio, R-Fla., introduced the bill to exempt Olympic medal winners from owing tax on their winnings and called the tax “ridiculous.”

By Liz Skinner
LIFE INSURANCE AND ANNUITIES OCT 26, 2012
Big year expected for cat bonds

By Rodd Zolkos
High-priced spread: Consultant questions insurers' take from stable-value funds
RETIREMENT PLANNING OCT 24, 2012
High-priced spread: Consultant questions insurers' take from stable-value funds

Claims profit from spreads in 401(k) funds akin to a fee; more disclosure needed

By Darla Mercado
RETIREMENT PLANNING OCT 24, 2012
Employer-sponsored health benefits for retirees dying out

Number of companies that offer medical coverage for former workers dwindling

By Darla Mercado
The skinny: Delaying retirement won't fatten Social Security check
RETIREMENT PLANNING OCT 24, 2012
The skinny: Delaying retirement won't fatten Social Security check

But waiting to claim benefits will increase monthly income

By Mary Beth Franklin
Baum: Five things Democrats won't tell you
RIA NEWS OCT 24, 2012
Baum: Five things Democrats won't tell you

From Medicare to jobs, there are plenty of awful truths Dems would just as well like to ignore

By Caroline Baum
RETIREMENT PLANNING OCT 24, 2012
The UnCOLA: Social Security recipients to get puny cost-of-living boost

Bad news for Social Security recipients: The cost-of-living adjustment in 2013 will be puny. How puny? Likely, less than half of what it was in 2012.

By Mary Beth Franklin
RIA NEWS OCT 24, 2012
More parents saving for college, but amount socked away is puny

By Liz Skinner
INDEPENDENT BROKER DEALERS OCT 23, 2012
Schwab's branch network chief departs

By DJAMIESON
RETIREMENT PLANNING OCT 23, 2012
Annuities suffer from a branding problem

By MFXFeeder
WIREHOUSES OCT 23, 2012
The strange tale of Mr. C. Bank and Mr. M. Stanley

By Danny Sarch
WIREHOUSES OCT 23, 2012
Sarch: Behind the defection infection at MSSB

By DSARCH
BlackRock's Fink: Mom and pop need to get aggressive
RETIREMENT PLANNING OCT 22, 2012
BlackRock's Fink: Mom and pop need to get aggressive

CEO says bonds a bad bet for the average retail investor

By Gregory Crawford
RIA NEWS OCT 22, 2012
Latest round of Treasury showdown goes to Fuss

Dan Fuss is steering clear of Treasuries. That may be smart: The rise in interest rates over the past five days threatens holders of longterm notes.

By Jason Kephart
SRO bill dead for now
RIA NEWS OCT 22, 2012
SRO bill dead for now

In a surprising move, Rep. Spencer Bachus put his controversial adviser SRO bill on indefinite hold, stating no oversight measure will get out of committee without bipartisan support. That could take some time.

By Mark Schoeff Jr.
ALTERNATIVES OCT 22, 2012
First REIT case goes against Lerner

By AOSTERLAND
RETIREMENT PLANNING OCT 22, 2012
SEC probes giant private REIT

By Bruce Kelly