RIA News

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RETIREMENT PLANNING MAR 14, 2012
Social Security meets a brave new world

Supreme court considers request for Social Security survivor benefits for twins born 18 months after father's death.

By Mary Beth Franklin
INDEPENDENT BROKER DEALERS MAR 14, 2012
Lincoln to hit some RIAs with up to $20K in new fees

Lincoln Investment Planning Inc., a fast growing independent broker-dealer, is hitting its reps and advisers who run their own RIAs with a new, annual supervision and compliance fee of up to $20,000.

By Bruce Kelly
RIA NEWS MAR 14, 2012
Best performer of the next decade? Here's what advisers think

Over the last decade, advisers and their clients have seen it all - recessions, rallies, record-setting intra-day swings (both ways) and, at times, unprecedented correlations across asset classes.

By Mark Bruno
RIA NEWS MAR 14, 2012
What's next for the bull?

By Jeffrey Kleintop
REGULATION, LEGAL & COMPLIANCE MAR 14, 2012
Editorial: A call for sunlight - with protections

By MFXFeeder
INDEPENDENT BROKER DEALERS MAR 14, 2012
Wandering herd: Merrill losing top advisers

By John Goff
Wilbur Ross, other billionaires on board with this hot investment
RIA NEWS MAR 14, 2012
Wilbur Ross, other billionaires on board with this hot investment

Suddenly, buying oil tankers is all the rage among super-wealthy; 'the smart money'

By John Goff
RIA NEWS MAR 14, 2012
Low rates pressure financial adviser income

By Darla Mercado
RETIREMENT PLANNING MAR 14, 2012
Goldman snaps up fixed-income shop

By Bloomberg
Fed's low interest rates could lower interest in annuities
LIFE INSURANCE AND ANNUITIES MAR 14, 2012
Fed's low interest rates could lower interest in annuities

Extension of cheap money policy seen boosting annuity costs, reducing benefits and commissions

By Bloomberg
EQUITIES MAR 14, 2012
Goldman: BRICs are hitting the wall

By Bloomberg
VA sales reach record levels, but have they topped out?
LIFE INSURANCE AND ANNUITIES MAR 14, 2012
VA sales reach record levels, but have they topped out?

In the third-quarter, variable annuity sales surged, thanks in large part to MetLife Inc. But the jury is out on how the major insurers' decision to pare back offerings might affect overall VA sales.

By Darla Mercado
RIA NEWS MAR 13, 2012
Jeffrey Saut: Is this a new secular bull market?

By Jeffrey D. Saut
Mix masters? Advisers getting better at optimizing client rosters
RETIREMENT PLANNING MAR 13, 2012
Mix masters? Advisers getting better at optimizing client rosters

AUM down in 2011, but production up; 'focusing more on their larger accounts'

By Andrew Osterland
Lawyer who spotted broker fraud rewarded with SEC ordeal
REGULATION, LEGAL & COMPLIANCE MAR 13, 2012
Lawyer who spotted broker fraud rewarded with SEC ordeal

Lawyer who spotted broker fraud rewarded with five-year probe by regulators who said he failed as a supervisor

By Doug Cubberley
RETIREMENT PLANNING MAR 13, 2012
Mary Beth Franklin: Gray-haired glut

Employers are worried. They had expected that many of their retirement-age employees would have retired by now, but those graying boomers aren't budging.

By Mark Bruno
Advisers write, FSI gripes, IRA provision spiked
RETIREMENT PLANNING MAR 13, 2012
Advisers write, FSI gripes, IRA provision spiked

Sen. Harry Reid strips controversial plan contained in highway bill; 2,000 letters sent

By Liz Skinner
RETIREMENT PLANNING MAR 13, 2012
Try out the new longevity insurance calculator

In case you missed <a href=http://www.investmentnews.com/article/20120212/REG/302129979>my last column</a> in the print edition of InvestmentNews on February 13, 2012, I wrote about one of the latest buzz words in retirement income planning: longevity insurance.

By Mary Beth Franklin
RIA NEWS MAR 13, 2012
John Hussman: The risk of a 'blindside recession'

Over the past few weeks, investors used to setting their economic expectations based on a &quot;stream of anecdotes&quot; approach have seen their economic views evolve.

By Bloomberg
RIA NEWS MAR 13, 2012
Ameriprise eyes recruiting boost from 'wirehouse fatigue'

Despite a tumultuous year, Ameriprise shifted into 'aggressive growth mode' with a 40% hike in recruiting.

By Andrew Osterland