RIA News

Displaying 36702 results
New offering will test frozen IPO market
INVESTING EQUITIES APR 18, 2016
New offering will test frozen IPO market

Bats Global deal seen as 'ice-breaker.'

By Jeff Benjamin
$750 million RIA firm Waddell joins Focus Financial Partners
RIAS RIA NEWS APR 18, 2016
$750 million RIA firm Waddell joins Focus Financial Partners

By Christine Idzelis
RIAS RIA NEWS APR 17, 2016
The super rich the first to bail during the financial crisis

Study says top 0.1% of taxpayers unloaded at elevated rates.

By Bloomberg
How to ease clients' minds about ETF liquidity concerns
INVESTING EQUITIES APR 17, 2016
How to ease clients' minds about ETF liquidity concerns

Trade-offs between ETFs that fit your clients' needs, and ones that can compromise their needs could be the difference between success or failure.

By Brandon Clark
ADVISOR NEWS FINTECH APR 17, 2016
Chinese acquisition of AssetMark raises questions

By MFXFeeder
ADVISOR NEWS RETIREMENT PLANNING APR 17, 2016
Is securitizing health care loans a workable solution for accessing high-cost medical treatments?

As an investment, this is an idea that adopts the same general form as mortgage-backed securities.

By MFXFeeder
Following on Senate's heels, House members introduce resolution to stop DOL fiduciary rule
ADVISOR NEWS REGULATION AND LEGISLATION APR 15, 2016
Following on Senate's heels, House members introduce resolution to stop DOL fiduciary rule

While the Labor Department's modifications in the final rule have muted industry opponents for the moment, Congress continues the old fight.

By Mark Schoeff Jr.
Funds betting the gravity-defying gold rally isn't over yet
RIAS RIA NEWS APR 15, 2016
Funds betting the gravity-defying gold rally isn't over yet

Wagers on rally climb to highest since 2012, CFTC data show

By Bloomberg
Three GOP senators co-sponsor resolution to kill DOL fiduciary rule
RIAS RIA NEWS APR 15, 2016
Three GOP senators co-sponsor resolution to kill DOL fiduciary rule

Three GOP senators co-sponsor a resolution to kill the regulation, though it's seen as symbolic, as President Obama would surely veto the measure if it passed.

By Christine Idzelis
Money managers dump $3 billion of Treasury ETFs as haven appeal ebbs
RIAS RIA NEWS APR 15, 2016
Money managers dump $3 billion of Treasury ETFs as haven appeal ebbs

Treasuries on course to biggest weekly drop since March 11

By Bloomberg
Watch out, boomers, here comes 70 and those RMDs
ADVISOR NEWS RETIREMENT PLANNING APR 15, 2016
Watch out, boomers, here comes 70 and those RMDs

Mandatory payouts from savings plans may trigger new taxes.

By Bloomberg
Longevity can be an asset in retirement
ADVISOR NEWS RETIREMENT PLANNING APR 15, 2016
Longevity can be an asset in retirement

Unprecedented surge in older Americans could be a boon to charities, nonprofits.

By Mary Beth Franklin
Don't just rely on life insurance illustrations
INVESTING LIFE INSURANCE AND ANNUITIES APR 15, 2016
Don't just rely on life insurance illustrations

When reviewing life insurance options, advisers should look beyond hypothetical valuations.

By Barry Flagg
RIAS RIA NEWS APR 15, 2016
Young advisers want a future, not handouts

Three changes would make the financial advice industry more nurturing and appealing for young professionals

By Liz Skinner
Top young financial advisers for your rolodex
RIAS RIA NEWS APR 15, 2016
Top young financial advisers for your rolodex

The best and brightest who are set to transform the way you grow your wealth.

By Ellie Zhu
Traditional or Roth 401(k): How to choose
ADVISOR NEWS RETIREMENT PLANNING APR 14, 2016
Traditional or Roth 401(k): How to choose

Deciding between a traditional and Roth 401(k) is essentially a bet on how your future income tax rates will compare to their current rate.

By Tim Steffen
What does 'best interest' mean anyway? Texas Tech seeks more clarity on DOL fiduciary rule for advisers
RIAS RIA NEWS APR 14, 2016
What does 'best interest' mean anyway? Texas Tech seeks more clarity on DOL fiduciary rule for advisers

A professor formed an initiative to define the term and help advisers understand the DOL's fiduciary rule.

By Christine Idzelis
ADVISOR NEWS RETIREMENT PLANNING APR 14, 2016
Homeownership no longer pays at tax time

The tax benefits of homeownership has been elusive for typical buyers since mortgage rates started tumbling in 2008.

By Bloomberg
Steven Cohen gets back to managing money
INVESTING ALTERNATIVES APR 14, 2016
Steven Cohen gets back to managing money

<i>Breakfast with Benjamin</i> The dust around SAC Capital has settled enough so that Steven Cohen has a new entry point into the asset management business.

By Jeff Benjamin
ADVISOR NEWS RETIREMENT PLANNING APR 14, 2016
What Americans really pay in taxes

Are you paying your &quot;fair share&quot; in taxes? See how your tax burden stacks up against other taxpayers.

By Bloomberg