CRM Software has announced the release of Junxure-i version 6.0, the latest incarnation of their popular office management system. Version 6...
The CFP Board of Standards released
today proposed rules changes that would allow certificants to choose
whether or not they should act as fiduciaries for their...
More
than a dozen states are declaring sales-tax holidays this year,
allowing consumers to shop tax-free-largely for back-to-school items
including clothing, computers and...
Morningstar Inc...
Sincere & Co., a mutual fund marketing and distribution company
serving independent advisors, has launched a mutual fund of its own...
The
Securities and Exchange Commission (SEC) is getting ready to see how
investors have been impacted by having two sets of regulations for
fee-based brokers and investment...
Franklin Templeton Bank & Trust has extended the reach of its trust
service offerings through a network of 2,200 service reps...
The
Buckingham Family of Financial Services-an advisory firm built on the
principals of passive investing-has proven itself to be quite active
when it comes to growth...
In its July issue, Financial Advisor
magazine unveiled its first annual ranking of independent advisory
firms that offer financial planning and related services along...
Users of Morningstar's Web site, and its advisor workstation, now have
access to the research company's hedge fund data...
Investment managers have done a quick about-face in their outlook for
the large- and small-cap equity markets, according to a new survey...
The
number of people with more than $1 million in financial assets grew by
6...
The Fidelity Charitable Gift Fund-which has grown into one of the nation's largest charities since its founding in 1991-is offering advisors a way to be more involved in donor...
All
financial advisors, whether they be called "planners" or "consultants,"
should be regulated in the same way and be held to a fiduciary standard
that places a client's...
Focus Financial Partners LLC, which in less than a year has expanded
into one of the ten largest independent wealth management firms in
the nation, has just gotten bigger...
TD Ameritrade Institutional has created a mentoring program for advisors making the transition from broker...
Charles Schwab announced today sweeping price cuts and expanded services for both its retail and institutional clients...
The Financial Planning Association (FPA) has brought the weight of its membership to bear in the debate over whether CFP certificants should be held to a fiduciary standard...
On May 23, CFP Board executive director Sarah Teslik testified in front of aSenate Banking Committee hearing on financial literacy and the nation'ssavings crisis...
Financial planners with CFP certifications are mostly satisfied with
their careers, despite seeing their median incomes drop in 2005,
according to a new survey...
