RIA News

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Why are retail investors unloading Treasuries – and institutions buying?
FIXED INCOME AUG 16, 2011
Why are retail investors unloading Treasuries – and institutions buying?

While institutions have been moving money out of riskier assets and into safe havens — including, remarkably, Treasuries — retail investors have been bailing out of U.S. government debt.

By Bloomberg
RIA NEWS AUG 16, 2011
Stock swoon: A 'selective' buying opportunity?

The stock market's <a href=http://www.investmentnews.com/article/20110804/FREE/110809935>slide in the last two weeks</a> is being embraced as a &#8220;selective&#8221; buying opportunity by Melissa Chadwick-Dunn, part of the four-person team managing the RS Small Cap Growth Fund Ticker:(RSEGX).

By Bloomberg
Fund's long/short strategy efficacious as beta blocker
RIA NEWS AUG 16, 2011
Fund's long/short strategy efficacious as beta blocker

Hatteras fund is smoothing out jags in the market; outperforming S&amp;P 500 and benchmark

By Jeff Benjamin
A different approach to value investing
RIA NEWS AUG 16, 2011
A different approach to value investing

Looking well past the current headlines coming out of Washington helps provide a certain level of calm to Randy Dishmon, manager of the Oppenheimber Global Value Fund Ticker:(GLVAX).

By Jeff Benjamin
PRACTICE MANAGEMENT AUG 16, 2011
Social media: Look before leaping

It's an exciting time in our industry as we move into the era of social communications and online networking

By Stephanie Sammons
401(k) holders who bailed on stocks in 2008 made out worse: Fidelity
RETIREMENT PLANNING AUG 15, 2011
401(k) holders who bailed on stocks in 2008 made out worse: Fidelity

Fund firm says staying the course works; investors' resolve tested sorely this week

By John Goff
RIA NEWS AUG 15, 2011
Broker-dealers brace for lower trading volumes

In the wake of last week's fear-inducing market tumult, small and midsize broker-dealers are bracing for reduced trading volumes in the months ahead, which will squeeze already tight margins and could push some out of business.

By Bruce Kelly
RIA NEWS AUG 15, 2011
Volatility: How separately managed accounts were effected

The domestic-equity markets were extremely volatile during the second quarter, particularly in June.

By Nathan Behan, senior investment analyst, Prima Capital
Volatility: Now the one certainty in this uncertain market
RIA NEWS AUG 15, 2011
Volatility: Now the one certainty in this uncertain market

In the wake of the <a href=http://www.investmentnews.com/article/20110804/FREE/110809928>worst one-day stock market decline since 2008</a>, analysts and advisers are mixed on where the markets and economy go from here. But one thing is certain: Brace yourself for increased volatility

By Jeff Benjamin
RIAs moving to fees — but will clients move with them?
RIA NEWS AUG 15, 2011
RIAs moving to fees — but will clients move with them?

Clear explanation will help ease fears, says analyst; still, some clients reluctant to pay for advice

By Lavonne Kuykendall
RIA NEWS AUG 15, 2011
Private-equity funds seek indie B-Ds

By Bruce Kelly
J.P. Morgan to manage investments, distribute N.Y.'s adviser-sold 529 plan
RIA NEWS AUG 15, 2011
J.P. Morgan to manage investments, distribute N.Y.'s adviser-sold 529 plan

J.P. Morgan Asset Management will replace Columbia Management Group as investment manager for New York's $1.9 billion adviser-sold college savings plan

By Liz Skinner
Fee vs. commission: No doubt which investors prefer
RIA NEWS AUG 15, 2011
Fee vs. commission: No doubt which investors prefer

A new survey by Cerulli Associates asked investors whether they prefer paying fees or commissions to their advisers. The result? It wasn't even close.

By John Goff
RETIREMENT PLANNING AUG 15, 2011
Sun better than a 529 plan? Don't scoff

By John Goff
Hedge funds limited losses in first half of August
ALTERNATIVES AUG 14, 2011
Hedge funds limited losses in first half of August

Through the first two weeks of the month, while the S&amp;P 500 Index fell by 13.2%, the Dow Jones Credit Suisse Core Hedge Fund Index was down 3.7%.

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES AUG 14, 2011
Insurers on more solid footing this time

By Darla Mercado
RIA NEWS AUG 14, 2011
Special report: The top-performing SMAs (2Q 2011)

Volatility is the name of the game in today's markets.

By Mark Bruno
RIA NEWS AUG 14, 2011
Comic relief: A new approach to reviving Carnegie's wisdom

Although Napoleon Hill has been dead for more than 40 years, his popular wealth-building book has found a hip new outlet.

By Liz Skinner
Money funds get $38B deposits after debt-ceiling deal
LIFE INSURANCE AND ANNUITIES AUG 12, 2011
Money funds get $38B deposits after debt-ceiling deal

Money-market mutual funds took in $24.9 billion yesterday, bouncing back from their second-worst week of withdrawals, as investors unsettled by the debate over raising the U.S. debt ceiling returned to the market.

By Doug Cubberley
RIA NEWS AUG 12, 2011
Finalists announced for 2011 Community Leadership Awards

The awards, which will be presented Sept. 14, honor financial advisers who make a difference in their communities.

By Deborah Nason