In its July 2007 issue, Financial Advisor
magazine published its second annual ranking
of independent advisory firms that offer
financial planning and related...
The bad news: America's consumer society strikes again as a recent poll shows that a majority of households don't have enough money for a rainy day...
Two financial advisory membership organizations publicly oppose a proposed name change for a new regulatory organization for brokers, saying the new name will further confuse an...
Recent investment performance is the number one driver of mutual fund investor satisfaction, but consistent performance drives investor loyalty, according to a national study of...
Advisor confidence bounced back in June, according to Rydex
AdvisorBenchmarking, Inc., an affiliate of Rydex Investments...
The
number of wealthy people and the amount of money they control increased
dramatically during 2006, with individuals in Singapore and India
leading the way, according to the...
MetLife and New England Financial are starting the second year of a
Financial Fellowship Program in conjunction with the American College
in Bryn Mawr, Pa...
ProTracker Software, seeking to capitalize on the recent demise of PortfolioCenter Relationship Manager (PRM), has created a special offer for current PRM customers...
Symetra Financial Corp. today filed a registration statement on Form S-1 with the Securities and Exchange Commission for a proposed initial public offering of common stock...
A
survey of more than 800 independent financial advisors reveals that
most advisors spend less than half of their work time with their
clients and more than two-thirds do not...
A
recent survey of people with retirement plans, covering a wide range of
ages, revealed a significant drop in confidence in the soundness of
their retirement strategies and...
The annual World
Wealth Report, issued by Merrill Lynch and the Capgemini consulting
group, found that wealth management firms are moving toward more
dynamic, needs-based...
Money manager Security Benefit today signed a definitive purchase agreement to acquire the fund company Rydex Investments for an undisclosed amount...
The CFP Board will hold its free Financial Planning Clinic on Saturday, August 4, 2007, from 10:00 a.m. to 2:00 p.m. in Boston...
MetLife will boost its staff of financial planners and other financial
service representatives by 780, or nearly 10%, within the next three
years to serve the African American...
The
nonprofit Foundation for Financial Planning, which helps people who
normally don't have access to financial planning services, this week
received a $100,000 donation from...
Schwab Performance Technologies today announced a new relationship with CRM Software, a leader in customer relationship solutions for financial advisors, that will include a transition of existing...
In the United States, energy advocates for years
have divided into two camps over alternative energy fuels: Those who
think wind, solar energy, biofuels, geothermal energy and...
BondDesk Group, a leading odd-lot fixed-income electronic trading
platform and provider of software solutions to the securities industry,
recently announced it will begin...
Exchange-traded funds have been a glittering success for the fund
industry; but in 401(k) accounts, they may lose much of their luster
for investors...
