RIAs

Displaying 5002 results
NEWS RIAS AUG 22, 2012
RIAs: Potential buyers want scale to do sale

Advisers looking to attract suitors need size, growth potential

By AOSTERLAND
NEWS RIAS AUG 21, 2012
Hashtag slag: Next NAPFA boss calls Finra 'colossal failure,' B-Ds 'dinosaurs'

Ron Rhoades, the next chairman of NAPFA, is not bashful about bashing folks on Twitter. Some choice cuts: The future boss of the financial advisers association recently called Finra a 'colossal failure,' and labelled B-Ds 'dinosaurs'.

By JKEPHART
Early returns show advisers like Ryan pick
NEWS RIAS AUG 16, 2012
Early returns show advisers like Ryan pick

Advisers say adding fiscal hawk Paul Ryan to the GOP ticket could beef up Mitt Romney's conservative cred

By Jeff Benjamin
Poll finds four in 10 favor ending tax cuts for wealthy
NEWS RIAS AUG 16, 2012
Poll finds four in 10 favor ending tax cuts for wealthy

A Pew Research Center poll has found that 44% of U.S. taxpayers believe that higher taxes for those earning over $250K would be good for economy and would make the tax system fairer

By Doug Cubberley
NEWS RIAS AUG 15, 2012
Networking key to attracting women clients

Advisers hoping to attract more women to their practice need to hone their entertaining skills: networking is everything when it comes to marketing.

By Darla Mercado
NEWS RIAS AUG 14, 2012
Adviser, indie B-D ranks in decline

Even as demand for financial advice is increasing significantly, the nation's pool of advisers continues to shrink.

By Liz Skinner
NEWS RIAS AUG 12, 2012
Court case is key for same-sex couples

By Liz Skinner
Baer eyes bull: Swiss firm bids for Merrill's non-U.S. wealth management biz
NEWS RIAS AUG 10, 2012
Baer eyes bull: Swiss firm bids for Merrill's non-U.S. wealth management biz

The venerable Swiss asset manager is in early talks to buy Merrill Lynch's non-U.S. wealth management unit. The offer? Reportedly, around $1.5B

By John Goff
NEWS RIAS AUG 09, 2012
Following Finra's $84M loss, board election commences

By DJAMIESON
NEWS RIAS AUG 08, 2012
IEP lands anchor tenant

RMR Wealth Builders signs on to fledgling hybrid platform; 'modern day co-op'

By DJAMIESON
NEWS OPINION AUG 08, 2012
The Interactive Adviser: Expanding your firm online

More and more advisers are posting, tagging and tweeting their way to business growth

By John Anderson
NEWS RIAS AUG 07, 2012
Athletes make tough clients

'Like having kids' and keeping them out of trouble.

By DJAMIESON
NEWS RIAS AUG 01, 2012
Is list of elite wealth managers a model for the future?

Preferred-provider roster from FOX based on quality, not size of firms; must pass muster on 22 metrics

By AOSTERLAND
NEWS RIAS JUL 29, 2012
Old-home week as Dynasty lands another MSSB exec

By AOSTERLAND
NEWS RIAS JUL 29, 2012
More give up U.S. passports to skirt taxes

With taxes on the wealthy expected to rise dramatically, a small but increasing number of Americans are renouncing their U.S. citizenship. Is this smart planning or plain crazy? Advisers weigh in.

By Liz Skinner
NEWS RIAS JUL 25, 2012
Estate tax becomes focal point of fiscal-cliff debate

GOP hopping mad that issue is left out of Senate Democratic bill.

By Mark Schoeff Jr.
NEWS RIAS JUL 25, 2012
Finding the right candidate for an M&A transaction

By Dave DeVoe
NEWS RIAS JUL 25, 2012
Top adviser Q&A: Glenn Kautt

By Paul Menchaca
NEWS RIAS JUL 25, 2012
10 essential issues that every succession plan should address

By Kcruz
Another huge win as Dynasty lands $4B breakaway from MSSB
NEWS RIAS JUL 24, 2012
Another huge win as Dynasty lands $4B breakaway from MSSB

It's another huge win for Dynasty Financial Partners as the firm nabs $4B breakaway from MSSB

By DJAMIESON