Saying
that advisors are "clearly looking abroad" for new investment
opportunities, Fidelity Investments announced the launch of a new
international fund...
The
SEC and NASD are teaming up to crack down on fraudulent and unsuitable
securities sales that target senior citizens...
Financial advisors are facing a market that has an increasing need for
help on health care and other insurance needs, according to a new
report...
The
Internal Revenue Service has reached an agreement with the CFP Board of
Standards to provide continuing education credits at IRS Nationwide Tax
Forums this summer...
Mary
Matalin and James Carville-the married Republican and Democratic
strategists-will be among the speakers at Fiserv's Discover2006
conference this year...
Morgan Stanley is planning to cut its broker training
program, saying many of the trainees are "not tracking toward long-term
success," according to published reports...
Ameriprise Financial Inc. of Minneapolis has agreed to
sell its defined contribution recordkeeping business to Wachovia Corp.,
the companies announced today...
Rydex Investments has sent a letter to advisors with clients who have invested in its SphinX fund telling them that Rydex has decided to fully repay funds frozen or lost as a...
For financial advisors with an eye on the affluent market, the time seems to be ripe for finding new clients...
Fidelity Investments announced an upgrade in its Channel platform and continued growth in its RIA business...
Filling what it says is a void in the financial services industry,
Rydex Investments has launched an alternative investment training
program for advisors...
Financial planners are volunteering their time to
help military people with the financial wounds they've suffered in
recent years...
Whether it be a case of bullishness or bullheadedness, money managers
say they remain optimistic about large-cap growth, according to a new
survey...
Thousands of advisors have taken steps to broaden their knowledge of alternative investments...
High school students continue to lack a full understanding of key
financial concepts, but their financial literacy is improving-albeit
slowly...
Lynn Hopewell, a former CIA officer
whose ideas pioneered the development of retirement planning software,
died on March 28 at Inova Fairfax Hospital in Virginia...
Financial Profiles has announced the
release of its much anticipated Universal Desktop Application (UDA),
the new platform containing its planning and needs analysis tools...
SunGard recently announced an upgrade
to PlanningStation, their browser-based financial modeling and planning
solution for financial advisors...
Investors' desire to invest with their conscience, as well as their
money, is on the rise, according to a new report...
Advisors are paying more attention to their clients' property/casualty
and liability insurance needs, according to a new survey...
