RIAs

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NEWS RIAS DEC 19, 2012
Advisers: Deduction reductions coming

Vast majority believe fiscal cliff solution will include hike in taxes; not fans of the plans, however

NEWS RIAS DEC 19, 2012
Five ways to break into the advice industry

One of the most popular stories we have ever published was the April 29, 2012 story by Mark Schoeff Jr., &#8220;<a href=http://www.investmentnews.com/article/20120429/REG/304299986>A talent shortage looms as the industry booms</a>&#8221;. Within 24 hours of posting, the story went viral and is now our second most-read story of 2012. Why?

Clients ask advisers about annuities more than any other product: Survey
NEWS RIAS DEC 19, 2012
Clients ask advisers about annuities more than any other product: Survey

Demand continues to surge despite pullback by insurance companies of product benefits.

Who's afraid of the fiscal cliff? Advisers
NEWS RIAS DEC 18, 2012
Who's afraid of the fiscal cliff? Advisers

Congressional gridlock will likely continue, but compromise on fiscal cliff may be ahead.

Advisers see hefty return on assets in 2013
NEWS RIAS DEC 11, 2012
Advisers see hefty return on assets in 2013

Despite shortfall from this year's forecast, advisers still bullish.

Estate department: Inheritance tax changes likely to be retroactive
NEWS RIAS DEC 11, 2012
Estate department: Inheritance tax changes likely to be retroactive

Congress won't act until the new year, planner predicts, then will turn back the clock

Brits consider recruitment code like U.S. version
NEWS RIAS DEC 11, 2012
Brits consider recruitment code like U.S. version

U.S. protocol credited with reducing litigation from adviser hiring

NEWS RIAS DEC 09, 2012
Big-Four accountant wins appeal

NEWS RIAS DEC 06, 2012
Buffett: Wealthy tax-avoiders 'the moochers'

Berkshire boss takes direct shot at Romney's '47 percent'; backs minimum levy

NEWS RIAS DEC 05, 2012
Barro: Attacks on broadening the tax base baseless

Close to $1T could be raised by limiting deductions; hey, it's a start

Conard: Buffett dead wrong about taxing the rich
NEWS RIAS DEC 02, 2012
Conard: Buffett dead wrong about taxing the rich

Entrepreneurs need to be rewarded for taking risks, not shackled

NEWS RIAS DEC 02, 2012
Krawcheck on advisory business opportunities

NEWS RIAS DEC 02, 2012
What's feeding the growth spurt at investment bank William Blair

Boutique lands two veteran teams from Merrill
NEWS RIAS NOV 29, 2012
Boutique lands two veteran teams from Merrill

A boutique hybrid firm snags a pair of veteran adviser teams from Merrill Lynch.

NEWS RIAS NOV 28, 2012
Top adviser Q&A: Zachary Abraham

NEWS RIAS NOV 28, 2012
Can performance evaluations in the workplace really be painless?

Cutting-edge firms are adopting three primary perspectives that transform organizations into firms where employees look forward to the annual feedback ritual, leading to enhanced individual and firm performance.

IRS eases retirement loan procedures for Sandy victims
NEWS RIAS NOV 28, 2012
IRS eases retirement loan procedures for Sandy victims

People affected by Hurricane Sandy, or their close relatives, can tap qualified retirement plans without having to follow certain procedures for hardship withdrawals, the Internal Revenue Service said.

Evercore Wealth snags Mt. Eden in West Coast expansion
NEWS RIAS NOV 28, 2012
Evercore Wealth snags Mt. Eden in West Coast expansion

Latest RIA deal as managers look to beat capital gains hike

No time to waste in making tax moves, experts say
NEWS RIAS NOV 26, 2012
No time to waste in making tax moves, experts say

Sell stock shares, reinvest in munis and other tax-advantaged vehicles; 'sooner rather than later'

NEWS RIAS NOV 25, 2012
J.W. Cole set to go nationwide with deal