RIA News

Displaying 36702 results
Eaton Vance fund loads up on cash after making 15% during bond rally
INVESTING MUTUAL FUNDS JUL 24, 2016
Eaton Vance fund loads up on cash after making 15% during bond rally

Bond market losing allure amid hunt for yield, says fund manager Kathleen Gaffney

By Bloomberg
BlackRock says good luck earning more than 6% returns over the next five years
RIAS RIA NEWS JUL 24, 2016
BlackRock says good luck earning more than 6% returns over the next five years

By Bloomberg
RIAS RIA NEWS JUL 24, 2016
Women to Watch 2016: Nominations open for female leaders of the advice industry

Shine a light on the many talented, successful women who serve as role models and leaders in the industry.

By SSIRACUSE
ADVISOR NEWS RETIREMENT PLANNING JUL 22, 2016
Make Medicare easier by using auto pay

Auto payment can help limit the chance of coverage lapses and reinstatement penalties down the road.

By Bloomberg
Take 5: Nuveen's Bob Doll says active managers can beat the indexes
INVESTING MUTUAL FUNDS JUL 22, 2016
Take 5: Nuveen's Bob Doll says active managers can beat the indexes

Five candid responses on his annual predictions, Donald Trump's campaign, active management, low yields, and reading up on Christian best practices.

By John Waggoner
INVESTING EQUITIES JUL 22, 2016
Investors pour into junk bond ETFs, signaling more upside for stocks

<i>Breakfast with Benjamin</i> Investors are flocking to junk bond ETFs, showing another leg of risk-on investing.

By Jeff Benjamin
INVESTING EQUITIES JUL 22, 2016
Jeffrey Gundlach's 'Bond King' crown comes into question

Plus: Indexers take over the world, building trust with clients, and some summer reading ideas for advisers

By Jeff Benjamin
Hillary Clinton proposes free public in-state tuition for students whose families make less than $125,000
RIAS RIA NEWS JUL 22, 2016
Hillary Clinton proposes free public in-state tuition for students whose families make less than $125,000

By Bloomberg
Retirement plan advisers should keep current clients happy to get new ones: MassMutual study
ADVISOR NEWS RETIREMENT PLANNING JUL 21, 2016
Retirement plan advisers should keep current clients happy to get new ones: MassMutual study

Survey shows that 58% of plan sponsors found their adviser through a referral.

By Tanvi Acharya
INVESTING FIXED INCOME JUL 21, 2016
Bond investors should be sweating a looming Treasury glut

Plus: The real cost of socially responsible investing, how to invest in bonds, and qualified charitable distributions

By Jeff Benjamin
RMDs can create future tax savings
RESOURCES IRA ALERT JUL 21, 2016
RMDs can create future tax savings

If clients don't need the income, here are some ways the money they must take can be put to good use.

By Ed Slott
INVESTING EQUITIES JUL 21, 2016
Step aside bears, the market's next growth mode is kicking in

<i>Breakfast with Benjamin</i> It's a brighter growth outlook, not low rates, that's fueling the latest rally.

By Jeff Benjamin
Connecticut-based People's United Bank to acquire Gerstein Fisher
RIAS RIA NEWS JUL 21, 2016
Connecticut-based People's United Bank to acquire Gerstein Fisher

People's United Bank is expected to finish the transaction by the end of this year via its subsidiary.

By Tanvi Acharya
Hottest emerging-markets funds spice things up with Latin America
INVESTING MUTUAL FUNDS JUL 21, 2016
Hottest emerging-markets funds spice things up with Latin America

Brandes, Invesco funds add a helping of Brazil.

By John Waggoner
ADVISOR NEWS RETIREMENT PLANNING JUL 21, 2016
Debt dims boomers' retirement prospects

New study shows ongoing bills impede savings and boost baby boomers' retirement income needs.

By Mary Beth Franklin
INVESTING EQUITIES JUL 21, 2016
Why it does and doesn't matter if fund managers invest in their own funds

<i>Breakfast with Benjamin</i> Should you care if a portfolio manager is investing in a fund he or she is managing? It depends.

By Jeff Benjamin
Hillary Clinton rips 'reckless' Donald Trump, says he would drive U.S. economy into a recession
RIAS RIA NEWS JUL 21, 2016
Hillary Clinton rips 'reckless' Donald Trump, says he would drive U.S. economy into a recession

Ms. Clinton trashed the presumptive GOP nominee's management skills at a time when his campaign is in turmoil over weak fundraising and upheaval within his inner circle.

By Bloomberg
Under new fiduciary rule, DOL has reason to pay attention to reverse churning
ADVISOR NEWS RETIREMENT PLANNING JUL 21, 2016
Under new fiduciary rule, DOL has reason to pay attention to reverse churning

Another reminder of the need to become well-versed on the fiduciary rule's conditions for rollover advice.

By Blaine F. Aikin
Feeling financially secure isn't tied to a number on a bank statement
RIAS PRACTICE MANAGEMENT JUL 21, 2016
Feeling financially secure isn't tied to a number on a bank statement

While advisers can't make clients feel more secure, they can help them focus on the things they can control to feel more assured.

By Carl Richards
ADVISOR NEWS RETIREMENT PLANNING JUL 21, 2016
Why filial laws are a 'sleeping giant' that could prompt long-term-care planning

The laws create the possibility that clients' their long-term-care expenses may be shouldered by their children

By Greg Iacurci