During a ceremony today at the Schwab Impact 2006 Conference in Washington, D.C...
Morningstar is offering investors a tool that allows them to get a
truer picture of their personal stock and fund investment returns...
Nationwide Financial Services feels it has a possible answer for a vexing question: Am I ready to retire?
The company is
offering at its Web site, at...
Trust Company of America, a firm that provides custody,
trading, and back office services to fee-based and fee-only financial
advisors through their proprietary technology...
The Securities and Exchange Commission is considering increasing the threshold that determines whether a Registered Investment Advisor is regulated by the SEC or state securities...
A 15-year Fidelity veteran will take over as head of the company's RIA group...
Progressive Asset Management is launching a group of investments that's
designed to bring benchmark indexes into the area of socially
responsible investing...
BlackRock Inc. announced it has completed its acquisition of Merrill
Lynch Investment Managers, creating a unit with more than $1 trillion
in assets under management...
Nearly a year into the federal government's overhaul of the nation's
bankruptcy laws, attorneys say the changes have done more harm than
good...
Sarah Ball Teslik has resigned as CEO of the Certified Financial Planner Board of Standards to assume a policy position in the private sector, the board announced...
Memo to financial advisors and wealth managers: According to Rydex Investments, investors can manage risk and maximize portfolio returns in the same way major institutions do...
The U.S. Court of Appeals in Washington, D.C...
More than 1,000 advisors visited the 9th Annual Chicago Financial
Advisor Symposium (FAS), which wrapped up last week with a keynote
address from the legendary John Bogle,...
Money managers expect the economy to slow down or
remain flat over the next year, but they don't think the slump will
lead to a recession, according to a new report...
The Financial Planning Association (FPA) has
announced the winners of its Heart of Financial Planning Distinguished
Service Awards-a new award that recognizes planners who...
The Financial Planning Association (FPA) has stepped up its opposition to the CFP Board's proposed ethics code changes, with FPA President Daniel B...
PIE Technologies Inc. announced today the release of an upgrade to MoneyGuidePro, their popular comprehensive, online financial planning solution...
Harold Evensky and Lynn Hopewell were named the
joint recipients of this year's Skip Viragh Award,
which is to be presented at the Financial Advisor
Symposium in Chicago on...
Financial planning software has yet to win over the
bulk of advisors, with many of them feeling today's products are "just
OK," according to a new study...
As one of the outspoken critics of the SEC rule that
exempts fee-based brokerage services from Advisers Act regulation, TD
Ameritrade Institutional has argued the rule confuses...
