TD Ameritrade has bought the assets of Gail Weiss & Associates, including its trust company subsidiary, International Clearing Trust Company (ICTC), the companies announced...
The
CFP Board of Standards has pushed back the implementation of a new rule that will require new CFP
certificants to have at least a college bachelor's
degree...
Financial advisors ended 2006 with a note of pessimism, according to
the Rydex Advisor Confidence Index (ACI)...
The American College has awarded its highest honor
to financial advisor Jack B. Turner of Jack B. Turner & Associates
in Clarksville, Tenn...
CRM Software, the developers of Junxure-i, one of the industry's leading client relationship management systems and ClientView, an application that helps advisors create and post...
Community
foundations-the charity vehicle of choice for many philanthropic
investors-are having a tough time dealing with competition and an
increasingly complex investment...
The
Financial Planning Association has published a book that it says
provides consumers with the "straight talk" about financial planning...
The
Certified Financial Planner Board of Standards is accepting
applications for its grant programs through March 1, 2007, the board
announced...
OppenheimerFunds Inc. recently announced a major upgrade to its
Retirement Income Manager Software...
Neil Simon, the director of the Financial Planning Association's Government Relations Department, headquartered in Washington, D.C...
Independent advisor firms with annual revenues of $1 million or more
devote more time to attracting and keeping employees, according to a
new study...
Fee-only advisors are taking a more active role in endorsing annuities that charge a flat-fee...
A former Ameritrade executive has been named chief
operating officer of The MuniCenter L.L.C., a fixed-income trading
system founded six years ago...
Eaton Vance is offering a tax-managed account designed for investors
whose qualified retirement plans have hit their contribution limits...
Fee-only advisors are taking a more active role in endorsing annuities that charge a flat-fee...
Schwab Performance Technologies recently announced the release of a new, enhanced version of PortfolioCenter, the portfolio management system that has more than 3,000 users...
The CFP Board of Standards has renamed its key
governing bodies and named new members to the board of governors...
National Financial has integrated service
resolution, tracking and reporting into its Streetscape workstation...
The Internal Revenue Service has announced increased
deductibility levels for long-term care insurance polices purchased in
2007...
Pershing Advisor Solutions LLC, a unit of The Bank
of New York, has launched an account management solution for
the clients of independent RIAs...
