<?phpxml version="1.0" encoding="utf-8"?>
<rss version="2.0" 
xmlns:content="http://purl.org/rss/1.0/modules/content/"
xmlns:wfw="http://wellformedweb.org/CommentAPI/"
xmlns:dc="http://purl.org/dc/elements/1.1/"
>
<channel>
<title>RIA News Focus | Published News | wealth management</title>
<link>http://www.rianewsfocus.com</link>
<description>Your Source for Social News and Networking</description>
<pubDate>Sun, 14 Jun 2009 11:37:05 EDT</pubDate>
<language>en</language>
<item>
<title><![CDATA[Building Better Portfolios for HNW Investors]]></title>
<link>http://www.rianewsfocus.com/story.php?title=building-better-portfolios-for-hnw-investors</link>
<comments>http://www.rianewsfocus.com/story.php?title=building-better-portfolios-for-hnw-investors</comments>
<pubDate>Sun, 14 Jun 2009 11:37:05 EDT</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=building-better-portfolios-for-hnw-investors</guid>
<description><![CDATA[This article discusses Hybrid Portfolio Theory, a provocative new dual portfolio asset-allocation concept that simultaneously focuses on safety of pr<br/><br/>3 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[Independent RIAs Lead Retirement Income Race]]></title>
<link>http://www.rianewsfocus.com/story.php?title=independent-rias-lead-retirement-income-race</link>
<comments>http://www.rianewsfocus.com/story.php?title=independent-rias-lead-retirement-income-race</comments>
<pubDate>Mon, 29 Sep 2008 14:17:25 EDT</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=independent-rias-lead-retirement-income-race</guid>
<description><![CDATA[Fee-based independent advisers, so far, are winning the retirement income race, beating out mutual fund companies, brokerages and insurance firms...<br/><br/>4 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[Daunted by Doubts]]></title>
<link>http://www.rianewsfocus.com/story.php?title=daunted-by-doubts-1</link>
<comments>http://www.rianewsfocus.com/story.php?title=daunted-by-doubts-1</comments>
<pubDate>Mon, 08 Sep 2008 10:23:42 EDT</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=daunted-by-doubts-1</guid>
<description><![CDATA[In the 1970s, there was an Enjoli perfume commercial showing a woman, clutching a fistful of money, who proclaimed she could bring home the bacon and<br/><br/>5 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[Affluent Investors Want Advisors' Investment Research]]></title>
<link>http://www.rianewsfocus.com/story.php?title=Affluent_Investors_Want_Advisors_Investment_Research</link>
<comments>http://www.rianewsfocus.com/story.php?title=Affluent_Investors_Want_Advisors_Investment_Research</comments>
<pubDate>Mon, 28 Jul 2008 13:44:13 EDT</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=Affluent_Investors_Want_Advisors_Investment_Research</guid>
<description><![CDATA["Investment research, it seems, has made a comeback among the nation's wealthiest investors," said George H. Walper, Jr., President of Spectrem Gr<br/><br/>5 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[How to Protect Your Assets Now - Before It's Too Late]]></title>
<link>http://www.rianewsfocus.com/story.php?title=How_to_Protect_Your_Assets_Now_-_Before_Its_Too_Late</link>
<comments>http://www.rianewsfocus.com/story.php?title=How_to_Protect_Your_Assets_Now_-_Before_Its_Too_Late</comments>
<pubDate>Tue, 15 Jul 2008 07:15:42 EDT</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=How_to_Protect_Your_Assets_Now_-_Before_Its_Too_Late</guid>
<description><![CDATA[What would happen if you answered your doorbell and found a legal process server at your door, with an unexpected lawsuit in his hand?<br /><br />Would that <br/><br/>3 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[U.S. wealth managers go global]]></title>
<link>http://www.rianewsfocus.com/story.php?title=U-S-_wealth_managers_go_global</link>
<comments>http://www.rianewsfocus.com/story.php?title=U-S-_wealth_managers_go_global</comments>
<pubDate>Mon, 30 Jun 2008 08:08:07 EDT</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=U-S-_wealth_managers_go_global</guid>
<description><![CDATA[Merrill Lynch is leading the charge as top U.S. wealth managers increasingly seek to grow their businesses by expanding overseas.<br/><br/>4 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[The bank that comes to you]]></title>
<link>http://www.rianewsfocus.com/story.php?title=The_bank_that_comes_to_you</link>
<comments>http://www.rianewsfocus.com/story.php?title=The_bank_that_comes_to_you</comments>
<pubDate>Mon, 23 Jun 2008 06:50:18 EDT</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=The_bank_that_comes_to_you</guid>
<description><![CDATA[As the number of wealthy Mass. residents grows, some firms look to pamper clients with services beyond checking accounts...<br/><br/>4 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[Tax Secrets of the Wealthy:  A tax saving system â€” step by step]]></title>
<link>http://www.rianewsfocus.com/story.php?title=Tax_Secrets_of_the_Wealthy__A_tax_saving_system_mdash_step_by_step</link>
<comments>http://www.rianewsfocus.com/story.php?title=Tax_Secrets_of_the_Wealthy__A_tax_saving_system_mdash_step_by_step</comments>
<pubDate>Wed, 18 Jun 2008 07:15:53 EDT</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=Tax_Secrets_of_the_Wealthy__A_tax_saving_system_mdash_step_by_step</guid>
<description><![CDATA[â€œIrv, how come you explained in 3 hours what my CPA and lawyer havenâ€™t done in years? Eliminate my estate tax. What do you do thatâ€™s different and ho<br/><br/>4 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[An option to consider for wealth transfers]]></title>
<link>http://www.rianewsfocus.com/story.php?title=An_option_to_consider_for_wealth_transfers</link>
<comments>http://www.rianewsfocus.com/story.php?title=An_option_to_consider_for_wealth_transfers</comments>
<pubDate>Mon, 16 Jun 2008 06:55:37 EDT</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=An_option_to_consider_for_wealth_transfers</guid>
<description><![CDATA[Would you like to leave your family with a tax-free inheritance upon your death and have them receive this money without the delays of going through <br/><br/>5 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[Focus: Flexible Estate Planning]]></title>
<link>http://www.rianewsfocus.com/story.php?title=Focus_Flexible_Estate_Planning</link>
<comments>http://www.rianewsfocus.com/story.php?title=Focus_Flexible_Estate_Planning</comments>
<pubDate>Mon, 02 Jun 2008 13:35:57 EDT</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=Focus_Flexible_Estate_Planning</guid>
<description><![CDATA[Spurring clients to get their estate planning ducks in a row is a big enough challenge under normal circumstances. After all, few people relish the p<br/><br/>5 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[NorthStar Introduces Industry's First Wealth Manager Challenge Quiz]]></title>
<link>http://www.rianewsfocus.com/story.php?title=NorthStar_Introduces_Industrys_First_Wealth_Manager_Challenge_Quiz</link>
<comments>http://www.rianewsfocus.com/story.php?title=NorthStar_Introduces_Industrys_First_Wealth_Manager_Challenge_Quiz</comments>
<pubDate>Wed, 09 Apr 2008 07:49:52 EDT</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=NorthStar_Introduces_Industrys_First_Wealth_Manager_Challenge_Quiz</guid>
<description><![CDATA[Diagnostic tool enables firms, advisors to benchmark their wealth management processes against industry best practices<br/><br/>4 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[Protecting Children From Their Money]]></title>
<link>http://www.rianewsfocus.com/story.php?title=Protecting_Children_From_Their_Money-1</link>
<comments>http://www.rianewsfocus.com/story.php?title=Protecting_Children_From_Their_Money-1</comments>
<pubDate>Mon, 07 Apr 2008 12:18:32 EDT</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=Protecting_Children_From_Their_Money-1</guid>
<description><![CDATA[UGMA and UTMAs become property of the child at the age of 18 or 21.  What to do if you want to prevent that from happening.<br/><br/>3 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[Estate planning: Life insurance, annuities and trusts]]></title>
<link>http://www.rianewsfocus.com/story.php?title=Estate_planning_Life_insurance_annuities_and_trusts</link>
<comments>http://www.rianewsfocus.com/story.php?title=Estate_planning_Life_insurance_annuities_and_trusts</comments>
<pubDate>Mon, 17 Mar 2008 07:48:16 EDT</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=Estate_planning_Life_insurance_annuities_and_trusts</guid>
<description><![CDATA[Q: You recently wrote about the importance of funding the trust. I have been told that anything with a beneficiary named does not have to be in the t<br/><br/>5 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[Elder law: Be careful with IRA and trust choices]]></title>
<link>http://www.rianewsfocus.com/story.php?title=Elder_law_Be_careful_with_IRA_and_trust_choices</link>
<comments>http://www.rianewsfocus.com/story.php?title=Elder_law_Be_careful_with_IRA_and_trust_choices</comments>
<pubDate>Mon, 10 Mar 2008 07:59:45 EDT</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=Elder_law_Be_careful_with_IRA_and_trust_choices</guid>
<description><![CDATA[One of the most frequent questions I am asked when the client finishes signing his or her, or their, estate planning documents, generally their livin<br/><br/>3 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[Wachovia Jockeys For New Wealth In Crowded Calif. Market]]></title>
<link>http://www.rianewsfocus.com/story.php?title=Wachovia_Jockeys_For_New_Wealth_In_Crowded_Calif-_Market</link>
<comments>http://www.rianewsfocus.com/story.php?title=Wachovia_Jockeys_For_New_Wealth_In_Crowded_Calif-_Market</comments>
<pubDate>Wed, 27 Feb 2008 12:44:20 EST</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=Wachovia_Jockeys_For_New_Wealth_In_Crowded_Calif-_Market</guid>
<description><![CDATA[Wachovia Corp. (WB) is hoping it isn't too late to strike it rich in a California gold rush.<br/><br/>4 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[The purpose of a living trust]]></title>
<link>http://www.rianewsfocus.com/story.php?title=The_purpose_of_a_living_trust</link>
<comments>http://www.rianewsfocus.com/story.php?title=The_purpose_of_a_living_trust</comments>
<pubDate>Mon, 25 Feb 2008 11:37:51 EST</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=The_purpose_of_a_living_trust</guid>
<description><![CDATA[Most people do not realize that the main purpose of a living trust is to avoid probate; utilizing the Federal Estate Tax Exclusion and tax planning i<br/><br/>3 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[E*Trade to sell RAA Wealth Management unit]]></title>
<link>http://www.rianewsfocus.com/story.php?title=ETrade_to_sell_RAA_Wealth_Management_unit</link>
<comments>http://www.rianewsfocus.com/story.php?title=ETrade_to_sell_RAA_Wealth_Management_unit</comments>
<pubDate>Tue, 12 Feb 2008 10:45:10 EST</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=ETrade_to_sell_RAA_Wealth_Management_unit</guid>
<description><![CDATA[E*Trade Financial said on Monday that it would sell nearly all of its RAA Wealth Management business to PHH Investments Ltd as the online brokerage t<br/><br/>3 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[Big banks rule dynamic Miami wealth market]]></title>
<link>http://www.rianewsfocus.com/story.php?title=Big_banks_rule_dynamic_Miami_wealth_market</link>
<comments>http://www.rianewsfocus.com/story.php?title=Big_banks_rule_dynamic_Miami_wealth_market</comments>
<pubDate>Mon, 11 Feb 2008 09:53:07 EST</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=Big_banks_rule_dynamic_Miami_wealth_market</guid>
<description><![CDATA[Major banks and trust companies, led by Chicago-based Northern Trust Corp., dominate a dynamic wealth management market in Miami, characterized by st<br/><br/>3 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[NorthStar Releases First Annual Wealth Management Trends Survey Results]]></title>
<link>http://www.rianewsfocus.com/story.php?title=NorthStar_Releases_First_Annual_Wealth_Management_Trends_Survey_Results</link>
<comments>http://www.rianewsfocus.com/story.php?title=NorthStar_Releases_First_Annual_Wealth_Management_Trends_Survey_Results</comments>
<pubDate>Fri, 08 Feb 2008 10:43:29 EST</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=NorthStar_Releases_First_Annual_Wealth_Management_Trends_Survey_Results</guid>
<description><![CDATA[NorthStar Systems International (NorthStar) Inc., a leading provider of wealth management software, today announced the results of one of the largest<br/><br/>3 Vote(s) ]]></description>
</item>

<item>
<title><![CDATA[The Wow Factor: Never underestimate the role that client service plays in your advisory business.]]></title>
<link>http://www.rianewsfocus.com/story.php?title=The_Wow_Factor_Never_underestimate_the_role_that_client_service_plays_in_your_advisory_business-</link>
<comments>http://www.rianewsfocus.com/story.php?title=The_Wow_Factor_Never_underestimate_the_role_that_client_service_plays_in_your_advisory_business-</comments>
<pubDate>Tue, 05 Feb 2008 14:22:02 EST</pubDate>
<dc:creator></dc:creator>
<category></category>
<guid>http://www.rianewsfocus.com/story.php?title=The_Wow_Factor_Never_underestimate_the_role_that_client_service_plays_in_your_advisory_business-</guid>
<description><![CDATA[To thrive in the years and decades ahead, you need to adopt a level of service that truly wows your most valuable clients.<br/><br/>5 Vote(s) ]]></description>
</item>

</channel>
</rss>
