RIA News

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RETIREMENT PLANNING AUG 18, 2011
Doubling down on 529 tax breaks

With marginal rates likely going up, now is a good time for clients to rethink how they can get the most out of their tax-deferred college-savings plans

By Liz Skinner
Doll: 'Trendless' market a pill, but health care stocks stand out
RIA NEWS AUG 17, 2011
Doll: 'Trendless' market a pill, but health care stocks stand out

BlackRock equity guru says medical sector is undervalued despite surge in cash flow

By Bloomberg
RIA NEWS AUG 17, 2011
Creating a niche practice makes it easy to build business

James Barnette Jr. never had trouble getting clients, largely because he focused on a very specific niche: providing retirement plans to American educators who work abroad.

By Jessica Toonkel
RIA NEWS AUG 17, 2011
After getting nuts and bolts right, focus on clients' emotional well-being

In 2007, Rick Kahler lost five of his six employees within two months.

By Andrew Osterland
ALTERNATIVES AUG 17, 2011
TD Ameritrade pushes options trading to custodial clients

TD Ameritrade Inc. wants financial advisers who hold assets in custody at the firm to do more options trading, using its thinkorswim options-trading platform

By Dan Jamieson
TD Ameritrade profits up on thinkorswim buy
RIA NEWS AUG 17, 2011
TD Ameritrade profits up on thinkorswim buy

TD Ameritrade Holding Corp. said Tuesday its second-quarter profit jumped 23 percent thanks to its latest acquisition.

By Associated Press
RIA NEWS AUG 17, 2011
Is TD Ameritrade setting the stage to buy E-Trade?

E-Trade Financial Corp. shares surged late Wednesday after media reports fed speculation that rival online broker TD Ameritrade Holding Corp. could make a bid for the company.

By Associated Press
What Buffett's rare buyback says about large caps
RIA NEWS AUG 16, 2011
What Buffett's rare buyback says about large caps

First share repurchase in four decades taken as sign the Oracle sees stock rally ahead

By John Goff
Dear Mr. Buffett: Taxing millionaires is trickier than it sounds
RIA NEWS AUG 16, 2011
Dear Mr. Buffett: Taxing millionaires is trickier than it sounds

Plenty of complications in ensuring the wealthy pay same percentage as middle-class earners; 'opening the door for tax lawyers'

By John Goff
What Bill Gross is investing in now
RIA NEWS AUG 16, 2011
What Bill Gross is investing in now

With developed nation recession 'possible,' Pimco bond king is spreading his wings

By John Goff
Lack of Fed stimulus stimulates investors, pushing stocks up
RIA NEWS AUG 16, 2011
Lack of Fed stimulus stimulates investors, pushing stocks up

Bernanke says U.S. doesn't need another batch of quantitative easing; that eases concerns on Wall Street

By John Goff
Influential economist: Wait for buybacks to boost stocks — then sell
RIA NEWS AUG 16, 2011
Influential economist: Wait for buybacks to boost stocks — then sell

Famed economist Andrew Smithers says cash-rich corporations will soon step in and start buying back their shares, boosting stock prices. But he also believes equities are way overvalued. His advice? Wait for a 10% rise in prices, then sell.

By John Goff
RIA NEWS AUG 16, 2011
Stocks over the next decade: Fed, GAO see very different pictures

One predicts retiring boomers will muzzle equity prices for years; the other doesn't

By Lavonne Kuykendall
Famed investor made $2B bet against large caps last week — and won: Sources
RIA NEWS AUG 16, 2011
Famed investor made $2B bet against large caps last week — and won: Sources

Carl Icahn said to have made $100M shorting the S&P 500

By John Goff
Surprise! S&P 500 index no longer largest ETF
ALTERNATIVES AUG 16, 2011
Surprise! S&P 500 index no longer largest ETF

Spider Gold Trust surpasses bellwether in market cap; 'portfolio antidote for the global financial crisis'

By John Goff
RETIREMENT PLANNING AUG 16, 2011
Stock-selling baby boomers may stall equity prices for decades: Fed

Aging baby boomers may hold down U.S. stock values for the next two decades as they sell their investments to finance retirement, according to a paper from the Federal Reserve Bank of San Francisco.

By John Goff
Investors' new M.O.: 'Sell first, ask questions later'
RIA NEWS AUG 16, 2011
Investors' new M.O.: 'Sell first, ask questions later'

Is the sky falling? No, just stock prices, which seem to be more sensitive to news headlines than in anytime in recent memory. Indeed, experts see a huge disconnect between the market sell-off and what's really going on in the economy. It's 'sell first and ask questions later,' says one portfolio manager.

By Jeff Benjamin
EQUITIES AUG 16, 2011
Running to stand still: S&P 500 erases last week's loss on takeovers

U.S. and European stocks rose, erasing all of last week's losses for the Standard & Poor's 500 Index, as companies announced $26.9 billion in global deals after equities traded near their cheapest relative to earnings since 2009.

By Doug Cubberley
RIA NEWS AUG 16, 2011
Obama needs to restore optimism

By MFXFeeder
What currency does Axel Merk like that 'everybody hates'?
RIA NEWS AUG 16, 2011
What currency does Axel Merk like that 'everybody hates'?

As all eyes focused on the equity markets, one easily overlooked development yesterday was the Treasury's 30-year bond auction. Guess which player didn't take part?

By Bloomberg