RIA News

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MassMutual to acquire MetLife adviser network for $300 million
RIA NEWS FEB 23, 2016
MassMutual to acquire MetLife adviser network for $300 million

Massachusetts Mutual Life Insurance Co. agreed to buy a distribution network from MetLife Inc., adding 4,000 financial advisers.

By Bloomberg
RETIREMENT PLANNING FEB 23, 2016
How employment affects Social Security

Benefits may be reduced if you claim before 66 and continue to work.

By Mary Beth Franklin
How should retirement plans pay their 401(k) fees?
RETIREMENT PLANNING FEB 23, 2016
How should retirement plans pay their 401(k) fees?

Helping allocate retirement plan fees to service providers is becoming increasingly important for advisers, with several different mechanisms to consider.

By Greg Iacurci
MUTUAL FUNDS FEB 23, 2016
Top fund managers can't catch a break

Some very well-known mutual fund managers are having years that they probably would rather forget.

By John Waggoner
Betterment, rivals tap into wide open 401(k) market for robos
FINTECH FEB 23, 2016
Betterment, rivals tap into wide open 401(k) market for robos

In spite of tough hurdles, online platforms are positioning to offer plans to the underserved.

By Alessandra Malito
PRACTICE MANAGEMENT FEB 23, 2016
Bank of America Merrill Lynch increases adviser headcount 3% in 2015

The wirehouse gains headcount even as the brokerage industry braces for a wave of departures from long-term retention deals expiring.

By Christine Idzelis
RETIREMENT PLANNING FEB 22, 2016
What Gene Wilder's death can teach you about estate planning

Because cognitive impairment is likely for most people as they age, you shouldn't wait for signs to start preparing.

By Liz Skinner
PRACTICE MANAGEMENT FEB 22, 2016
Hiding Alzheimer's, like Gene Wilder did, is natural, so prepare for it with all clients

Because cognitive impairment is likely for most people as they age, advisers shouldn't wait for signs to start planning.

By Liz Skinner
U.S. stocks rise for second day
RIA NEWS FEB 22, 2016
U.S. stocks rise for second day

Capital goods orders increase by the most since June 2014

By Bloomberg
RETIREMENT PLANNING FEB 22, 2016
Most Americans earmark tax refunds for savings, debt

More than half of the $330 billion in tax refunds Americans will get back this year will go toward savings or paying down debt — the highest percentage since 2007.

By Bloomberg
RETIREMENT PLANNING FEB 22, 2016
How much confidence do you have in your retirement?

A new survey shows only 47% of women are saving enough for their golden years, compared with 57% of men.

By Bloomberg
REGULATION, LEGAL & COMPLIANCE FEB 22, 2016
How the 2016 presidential candidates stack up with advisers

A look at White House hopefuls' positions on issues impacting financial advice.

By Mark Schoeff Jr.
REGULATION, LEGAL & COMPLIANCE FEB 22, 2016
Donald Trump presidency improbable, not impossible

Surges by the political outsider, as well as by liberal insurgent Bernie Sanders, should make the investment advice industry sit up and take notice

By MFXFeeder
Advisers shy away from LTC insurance dialogue: Study
RETIREMENT PLANNING FEB 22, 2016
Advisers shy away from LTC insurance dialogue: Study

Low comfort level with LTC products makes advisers recoil, but some think that's a weak argument.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Nationwide, AIG see huge gains in fixed indexed annuity sales; Allianz and Security Benefit flounder

Nationwide's sales jumped 460% in 2015 as a new product and distribution partnership has begun to bear fruit.

By Greg Iacurci
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities

The deal is part of a broader deal announced Feb. 29 between the two insurers, which includes the purchase of MetLife's Premier Client Group.

By Greg Iacurci
Money manager's mea culpa cost him nearly $1 million
MUTUAL FUNDS FEB 21, 2016
Money manager's mea culpa cost him nearly $1 million

Francis Chou returns fees to money-losing Opportunity Fund

By Bloomberg
EQUITIES FEB 21, 2016
Distinguishing tax efficiency from after-tax returns

<i>Breakfast with Benjamin</i> When it comes to mutual funds, it's important to understand the difference between tax efficiency and after-tax returns.

By Jeff Benjamin
Fixed indexed annuities continue their surge with record sales year
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Fixed indexed annuities continue their surge with record sales year

Market volatility, a larger market of sellers and a boost among previously uninterested distribution channels has contributed to the growth.

By Greg Iacurci
Global shares rally with crude
RIA NEWS FEB 21, 2016
Global shares rally with crude

Mining stocks lead gains as industrial metals extend rally

By Bloomberg