The Hartford has launched an awareness campaign to capture a bigger chunk of the fast-growing employer retirement plan market. "This is truly an underserved market...
Fiduciary Network, a holding company created by former Undiscovered Managers CEO Mark Hurley and New York investor Howard Milstein, has agreed to acquire minority stakes in...
If the land of fiduciaries were a country, it would be one without rigidly defined borders. There is no Maginot Line. People have different opinions about who is a citizen here...
The latest entrant into the consolidation game, Private Wealth Management (PWM), opened its doors in mid-February...
Greg Friedman and Ken Golding, principals at CRM Software, the developers of Junxure CRM software and ClientView office management software, recently announced the formation of...
Advisors who custody assets with TD Ameritrade Institutional will soon be eligible to receive free form filling software developed by Laser App...
Morningstar Investment Services-the investment management arm of Morningstar Inc.-has launched a new separately managed account offering aimed at the independent advisor...
The Democratic takeover of Congress has many interest groups bracing for changes, including finance and tax executives, who seem pretty certain the new leadership will raise...
Investments advisors appear poised to accelerate their use of alternative investments such as hedge funds, real estate and commodities, according to a new poll...
Paul McCulley, managing director at PIMCO, told attendees today at the TD Ameritrade annual conference in San Diego that the U.S. economy is going to have a soft...
Eaton Vance Corp. announced that Wharton P. "Whit" Whitaker, chief of the company's worldwide sales and marketing organization, died on Saturday...
Focus Financial Partners LLC, a New York-based wealth management firm, has announced a series of acquisitions that will bring with it $10 billion in client assets and a national reach that extends...
Schwab Institutional plans to add trust accounting capabilities to its fee-based custody and trading platform...
Fidelity Investments-in what it says is part of a multi-year Internet initiative-has launched a newly designed Web site for its advisor clients...
A retreat in Galveston Island, Texas, that will focus on the art and science of financial planning, and an annual meeting in Seattle, are among the 2007 events recently...
The American College will focus on the importance of disability income protection for its annual National Financial Awareness Day events this year...
The IPO market may be getting a boost from a surprising sector this year-technology...
This year's annual conference for directors of CFP Board-registered programs will include The Financial Planning Association (FPA) as a co-sponsor...
Investment professionals at Eaton Vance say valuations have moved to the point where they foresee outperformance by high-quality domestic large caps over the next three to...
The Financial Planning Association (FPA) has announced its January schedule of Virtual Learning Center sessions-including a two-part series on insurance and retirement savings...