RIA News

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No repeat of muni miracle in 2012
ADVISOR NEWS RETIREMENT PLANNING DEC 30, 2011
No repeat of muni miracle in 2012

Returns for top-rated tax-exempt paper on a par with Treasuries; lower-rated debt the better bet, say experts

By John Goff
Pimco's Total Return sees $5B in total outflows
RIAS RIA NEWS DEC 30, 2011
Pimco's Total Return sees $5B in total outflows

First time flagship fund records net redemptions since 1993; performance trailed 69% of peers

By John Goff
RIAS RIA NEWS DEC 30, 2011
Back in the fold

In a surprise move this spring, Ron Carson, LPL's biggest rep, announced plans to launch his own B-D and end his relationship with the company and its nearly 13,000 reps and advisers. But a funny thing happened on the way to divorcing 'em.

By John Goff
ADVISOR NEWS RETIREMENT PLANNING DEC 30, 2011
Michael Kitces: Power Tweeter delves into financial science

By Davis Janowski
Suddenly, gold not glittering so much
RIAS RIA NEWS DEC 30, 2011
Suddenly, gold not glittering so much

Deflation deflating appeal of bullion; a good time to buy?

By Jason Kephart
Europe's freakout is investors' gain, fund managers say
RIAS RIA NEWS DEC 30, 2011
Europe's freakout is investors' gain, fund managers say

Panic leaves some blue-chip companies ridiculously cheap; companies 'much smarter' than countries

By Jeff Benjamin
RIAS RIA NEWS DEC 29, 2011
New year, new fear

A new survey shows advisers have one overwhelming worry for 2012. And surprisingly, it has nothing to do with client retention or the mysteries of social media. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111228&amp;Category=FREE&amp;ArtNo=122809999&amp;Ref=PH>The best-performing mutual fund families this year &amp;raquo;</a>

By John Goff
RIAS RIA NEWS DEC 29, 2011
Ultrarich are aware of tax loophole on unrealized gains

By Bloomberg
'T-minus' Buffet enters the private placement biz
RIAS RIA NEWS DEC 29, 2011
'T-minus' Buffet enters the private placement biz

Firm that bears no relationship to the Oracle of Omaha or Berkshire Hathaway filed offering with the SEC last month

By Bruce Kelly
States: Advisers violating rules by using 'RIA'
RIAS RIA NEWS DEC 29, 2011
States: Advisers violating rules by using 'RIA'

Signatures on letters often followed by 'RIA,' implying earned designation; it's not

By Bloomberg
Goldman, Templeton BRIC funds slammed in commodities selloff
INVESTING EMERGING MARKETS DEC 29, 2011
Goldman, Templeton BRIC funds slammed in commodities selloff

Emerging-markets funds managed by Goldman Sachs Group Inc. and Franklin Resources Inc. were among the U.S.-registered mutual funds that fell the most in last week's commodities selloff.

By Doug Cubberley
Tide against Janus as outflows mount
RIAS RIA NEWS DEC 28, 2011
Tide against Janus as outflows mount

Tenth straight quarter for negative flows; profit off 46 percent as well

By John Goff
RIAS RIA NEWS DEC 28, 2011
Freaky Friday? Pimco and Janus try different roles

Pimco is king of bond funds. Janus is known as an equity specialist. But in a bid to attract more investors, each fund firm is starting to work the other side of the street. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20120126&amp;Category=FREE&amp;ArtNo=126009999&amp;Ref=PH>Dividend stocks that could pop this year &amp;raquo;</a>

By Bloomberg
Gundlach and Gross part company over banks — and so far, Gundlach's winning
RIAS RIA NEWS DEC 28, 2011
Gundlach and Gross part company over banks — and so far, Gundlach's winning

Pimco manager's performance dragged down by bank debt; Doubline big bailed early on

By John Goff
Pimco branches out with dividend funds
RIAS RIA NEWS DEC 28, 2011
Pimco branches out with dividend funds

Bond fund giant continues push into equity space

By John Goff
Commiseration the theme of a volatile 2011
RIAS RIA NEWS DEC 28, 2011
Commiseration the theme of a volatile 2011

A survey by the SEI Advisor Network found that wildly volatile markets in 2011 presented an opportunity for advisers to reach out more to clients and strengthen existing relationships.

By Andrew Osterland
Right now, raw materials a raw deal for investors
RIAS RIA NEWS DEC 28, 2011
Right now, raw materials a raw deal for investors

Commodities prices plummeting as speculators cut long bets; for many, portfolio position the 'fetal position'

By John Goff
Gold drops below $1,600 as stronger dollar muscles in
RIAS RIA NEWS DEC 28, 2011
Gold drops below $1,600 as stronger dollar muscles in

Gold closed below its 200-day moving average today, signaling prices may drop to $1,400, according to Stifel Nicolaus &amp; Co.

By Doug Cubberley
ADVISOR NEWS RETIREMENT PLANNING DEC 28, 2011
Gifting on the rise as rich look to duck 55% estate tax

Wealthy locking in 35% tax rate before death tax returns; 'Throw Momma from the Train' law

By Bloomberg
ADVISOR NEWS RETIREMENT PLANNING DEC 28, 2011
Steinbrenner's death raises estate tax issue

Even in death, George Steinbrenner went out a winner.

By Bloomberg