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...
Emerging Information Systems Inc...
Portfolio Systems Inc. is offering discounted training and technical support to those impacted by Intuit's exit from portfolio management...
Almost seven months to the day after announcing the release of PortfolioMinder, their new low cost, Web-based portfolio management service, Intuit will today announce plans to...
AdviceAmerica, Inc., a Fremont, Calif...
The banking industry's dominance in personal trust services is beginning to slip, according to a new study.
Personal trust
assets held by U.S...
Fidelity
Investments has upgraded its Advisor 401(k) platform to take advantage
of opportunities offered in the Pension Protection Act of 2006...
Dealing with the pension and IRA issues of the more than 76 million
baby boomers nearing retirement will be the subject of a day-long
seminar by The American College...
Emerging Information Systems Inc., the developer of NaviPlan financial planning software today announced the acquisition of Financial Profiles Inc...
If you're a bond fund manager in the U.S. looking for returns, where do you go?
For at least one manager, the answer is, across the...
