RIA News

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RETIREMENT PLANNING JUN 24, 2012
B-Ds join to pitch REITs

By JKEPHART
RETIREMENT PLANNING JUN 24, 2012
Don't sugarcoat it

By LKUYKENDALL
RETIREMENT PLANNING JUN 22, 2012
J.P. Morgan links up with FASCore in recordkeeping arrangement

J.P. Morgan Asset Management has joined up with FASCore to provide record keeping solutions for the asset manager's small-to-midsized plan clients

By Darla Mercado
RETIREMENT PLANNING JUN 22, 2012
Small retirement plans are sweet on bundled service providers

John Hancock Retirement Plan Services takes the cake among plan sponsors as a favored defined-contribution investment manager.

By Darla Mercado
RIA NEWS JUN 22, 2012
What's next for 'Helicopter Ben'?

By DJAMIESON
RIA NEWS JUN 21, 2012
Roth 401(k) gains popularity as way to ax retirees' taxes

By Bloomberg
Advisers' enthusiasm over alternatives curbed
RIA NEWS JUN 21, 2012
Advisers' enthusiasm over alternatives curbed

High fees, lower returns and flagging growth have taken toll on advisers' alternatives enthisiasm: Morningstar

By DJAMIESON
Stillwater runs dry as OSU, Pickens come up empty in insurance battle
RETIREMENT PLANNING JUN 21, 2012
Stillwater runs dry as OSU, Pickens come up empty in insurance battle

Judge rejects bid to recoup $33 million in soured funding scheme for school's athletic department; life insurance policies taken on 27 donors

By Darla Mercado
Hasenstab's 'Erin go bond' strategy triggers Templeton turnaround
RIA NEWS JUN 21, 2012
Hasenstab's 'Erin go bond' strategy triggers Templeton turnaround

Bets on distressed Irish debt vault Global Bond Fund back near the top; rough year in 2011

By John Goff
RETIREMENT PLANNING JUN 20, 2012
New CE Quiz: Investment and retirement planning

This quiz is based on several recent columns and articles from InvestmentNews that explore the use and performance of alternative investments, as well as developments in the retirement and 401(k) landscape.

By Mark Bruno
RIA NEWS JUN 20, 2012
Top RIA Q&A: Alex Murguia

By Paul Menchaca
RIA NEWS JUN 20, 2012
RIAs on markets, management

By DJAMIESON
Where to go when volatility's got you down
EQUITIES JUN 20, 2012
Where to go when volatility's got you down

Prepping for the coming roller coaster ride by looking abroad

By DJAMIESON
As Warren Buffett goes, so goes GM
RIA NEWS JUN 20, 2012
As Warren Buffett goes, so goes GM

Berkshire's investment in automaker an immediate boost to share price; market signal 'unprecedented'

By John Goff
Buffett's latest acquisition a gutsy bet
RIA NEWS JUN 20, 2012
Buffett's latest acquisition a gutsy bet

Berkshire sub to buy Dutch company that makes chicken eviscerators

By John Goff
RIA NEWS JUN 20, 2012
RIAs registered with multiple states get more time for help

By DJAMIESON
RIA NEWS JUN 20, 2012
Kenneth Starr pleads guilty, faces up to 12½ years in jail

Kenneth Starr, the Ponzi scam artist whose clients included top Hollywood celebrities, pleaded guilty today in Manhattan federal court to one count each of wire fraud, money laundering and investment adviser fraud.

By Bloomberg
EMERGING MARKETS JUN 19, 2012
JP Morgan: Dodging the Greek bullet

By David Kelly
Retirement plan providers band together to stop DB proposal in California
RETIREMENT PLANNING JUN 19, 2012
Retirement plan providers band together to stop DB proposal in California

Measure would create public pension for private workers; industry groups cite potential underfunded liabilities

By DJAMIESON
For advisers, client donations are the gift that keeps on giving
RIA NEWS JUN 19, 2012
For advisers, client donations are the gift that keeps on giving

Can bring in more assets to a firm; but survey reveals IAs mostly unaware of charitable contributions

By Emily Yang