RIA News

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Mary Beth Franklin: The one thing advisers should know about Social Security
RETIREMENT PLANNING JAN 15, 2013
Mary Beth Franklin: The one thing advisers should know about Social Security

When it comes to retirement benefits and survivor benefits, don't cross the streams

By Mary Beth Franklin
Should widows take survivor or retirement benefits?
RETIREMENT PLANNING JAN 15, 2013
Should widows take survivor or retirement benefits?

Actually, they can claim one type early and switch to the other later to maximize benefits

By Mary Beth Franklin
Mariner takes stake in RiverPoint
RIA NEWS JAN 15, 2013
Mariner takes stake in RiverPoint

Mariner Wealth Advisors has acquired a majority stake in RiverPoint Capital Management, a Cincinnati-based wealth management firm with $1.3 billion under management.

By DJAMIESON
RETIREMENT PLANNING JAN 14, 2013
Premiums contribute to insurance spending boost in 2012, survey says

More than a third of Americans spent more last year to insure everything from homes, cars and boats to their own life and health.

By Liz Skinner
RETIREMENT PLANNING JAN 13, 2013
Ponnuru: Conservatives' income equality argument pure tripe

Celebrating rising value of health benefits a real reach; wage stagnation the issue

By Ramesh Ponnuru
Now, it's Treasury that's pulling cash from its retirement plan to pay bills
RETIREMENT PLANNING JAN 13, 2013
Now, it's Treasury that's pulling cash from its retirement plan to pay bills

Move to suspend investments will give the government about $156B in breathing room.

By Darla Mercado
RIA NEWS JAN 13, 2013
The $4 million nickel

The Treasury has no interest in minting a trillion-dollar platinum coin. For now, these 9 coins remain the most valuable ever produced in the U.S. | <a href=&quot;http://www.investmentnews.com/article/20130113/FREE/130119983&quot;>Treasury, Fed say no</a>

By John Goff
CFTC rule requires further scrutiny
ALTERNATIVES JAN 13, 2013
CFTC rule requires further scrutiny

A new Commodity Futures Trading Commission rule to harmonize certain CFTC and SEC mandates that apply to mutual funds investing in commodities is drawing criticisms.

By MFXFeeder
RIA NEWS JAN 13, 2013
Showdown on debt limit sparks debate on trillion-dollar coin

By Bloomberg
RIA NEWS JAN 13, 2013
Fixed income reminds Vanguard CEO of 1999

By Jason Kephart
RIA NEWS JAN 13, 2013
Trillion-dollar coin isn't the answer

By MFXFeeder
First, start with tax simplification
RIA NEWS JAN 13, 2013
First, start with tax simplification

Instead of offending various interest groups, let's try making taxes easier to calculate

By Evan Soltas
PRACTICE MANAGEMENT JAN 13, 2013
Wealthy grab financial reins

By AOSTERLAND
RIA NEWS JAN 13, 2013
Vanguard still pro-60/40

By JKEPHART
No linkage as Social Security stays unchained — for now
RETIREMENT PLANNING JAN 11, 2013
No linkage as Social Security stays unchained — for now

Pressure builds to scale back annual inflation adjustments

By Mary Beth Franklin
RIA NEWS JAN 10, 2013
Obama nominates Lew to run Treasury

President Obama on Thursday announced the nomination of Jack Lew for Treasury Secretary. He comes with slightly less impressive credentials than his predecessor.

By John Goff
PRACTICE MANAGEMENT JAN 10, 2013
Wealthy clients to advisers: Show us the money — regularly

New survey finds wealthy don't give advisers full control of their assets.

By AOSTERLAND
INDEPENDENT BROKER DEALERS JAN 10, 2013
For some firms, brokerage-hiring protocol no longer holds value

Although the brokerage industry's recruitment protocol continues to gain new members, some advisory firms are pulling out because they're not recruiting from the wirehouses.

By DJAMIESON
AIG to America: Thanks — and you've been served!
LIFE INSURANCE AND ANNUITIES JAN 09, 2013
AIG to America: Thanks — and you've been served!

Just days after rolling out a campaign thanking America for its bailout, AIG now says it may be forced to sue the U.S. government over -- you guessed it -- the bailout.

By John Goff
Last chance for some clients to lower their 2012 tax bill
RIA NEWS JAN 09, 2013
Last chance for some clients to lower their 2012 tax bill

Older IRA owners can still direct distribution to charity

By Mary Beth Franklin