News Page - Financial Planning Association of Rhode Island

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The plight of the independent RIA
A new campaign is underway to help promote the visibility of independent RIAs to the general public. But the focus is not to increase awareness of the differences between RIA and broker/dealer compensation, nor to explore the fiduciary versus suitability debate. Instead, it's simply to convey the message "We exist."

Continue reading "The plight of the independent RIA"

Fannie Names New CFO, Risk Chief
Fannie Mae shook up its top ranks, announcing its chief business officer and two others are leaving as it moves to save capital. Shares surged 15%.
SEC Lays Out Accounting Shift
The SEC kicked off a process that could ultimately require all American companies to follow international accounting standards.
More Artists Steer Clear of iTunes
A growing number of record companies are starting to think Apple's iTunes service is crimping overall sales.

A New Pick from Our Small-Cap Superstars
We highlight a new 5-star stock held by leading small-cap fund managers.
Top Articles on Morningstar.com
Read full story for details.
How to Profit When Mr. Market Goes Too Far
Market overreactions can push stocks to trade at fire-sale prices.

IRAs Are Better Than Ever as Retirement Tool
More folks are eligible -- and the contribution limits are higher. So get on this.
Late Payments of Estimated Taxes Can Be Smart Move
If you pay estimated taxes, delaying your payments is remarkably painless.
A Sneaky New Twist on the Wash-Sale Rules
The IRS says IRA and other transactions can now trigger the dreaded wash-sale rule.

Up Coming Events

September 9 Annuities

October 14 Planning with Life Insurance

November 11 IRA Beneficiary Strategies
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Sponsorship Fund

The Financial Planning Association of Rhode Island would like to thank Strategic Point Investment Advisors and Corrigan Financial for their genrosity in contributing to the sponsorship fund.

Guy R. and Bonnie G. Buzzell

Financial Planning Association of Rhode Island

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