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...
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)...
