FA News

Fidelity, SunGard To Integrate Brokerage, Trade Automation

   Fidelity Investments, the world's largest mutual fund company, and SunGard, a provider of software and processing solutions for financial service firms, yesterday announced an...

Morningstar To Buy Hedge Fund, SMA Database

    Morningstar has announced a $10 million acquisition designed to bulk up its research database of hedge funds and separate accounts...

Lifecycle/Lifestyle Funds Gain In Popularity

   Advisors are apparently making good use of lifecycle and lifestyle funds, according to a recent survey by Russell Investment Group...

New Goldman Fund Targets Brazil. Russia, India, China

   Goldman Sachs has launched a fund that places a bet on the future growth of four emerging market behemoths...

Schwab Upgrades Performance Tech Web Site

    Schwab Institutional has expanded the tools available to independent advisors on its Schwab Performance Technologies (SPT) Web site...

CRM Software Releases Junxure-i 6.0

   CRM Software has announced the release of Junxure-i version 6.0, the latest incarnation of their popular office management system. Version 6...

Fiduciary Standard Optional In Revised CFP Rules

   The CFP Board of Standards released today proposed rules changes that would allow certificants to choose whether or not they should act as fiduciaries for their...

More States Declare Sales-Tax Holidays

   More than a dozen states are declaring sales-tax holidays this year, allowing consumers to shop tax-free-largely for back-to-school items including clothing, computers and...

Morningstar Platform Adds Portfolio Accounting

   Morningstar Inc...

Sincere Launches Small Cap Value Fund

    Sincere & Co., a mutual fund marketing and distribution company serving independent advisors, has launched a mutual fund of its own...

SEC To Weigh Impact Of Broker Exemption

   The Securities and Exchange Commission (SEC) is getting ready to see how investors have been impacted by having two sets of regulations for fee-based brokers and investment...

Franklin Templeton Expands Reach Of Trust Services

    Franklin Templeton Bank & Trust has extended the reach of its trust service offerings through a network of 2,200 service reps...

Buckingham Turns Passive Style Into High Growth

   The Buckingham Family of Financial Services-an advisory firm built on the principals of passive investing-has proven itself to be quite active when it comes to growth...

Financial Advisor Unveils First Annual "Top RIA" Rankings

   In its July issue, Financial Advisor magazine unveiled its first annual ranking of independent advisory firms that offer financial planning and related services along...

Morningstar Expands Hedge Fund Data Access

    Users of Morningstar's Web site, and its advisor workstation, now have access to the research company's hedge fund data...

Managers Quick To Embrace Large Caps

    Investment managers have done a quick about-face in their outlook for the large- and small-cap equity markets, according to a new survey...

Wealthy Population Shows Strong Global Growth

   The number of people with more than $1 million in financial assets grew by 6...

Gift Fund Offers Advisors Larger Role

   The Fidelity Charitable Gift Fund-which has grown into one of the nation's largest charities since its founding in 1991-is offering advisors a way to be more involved in donor...

FPA Report Calls For Unified Regulation

   All financial advisors, whether they be called "planners" or "consultants," should be regulated in the same way and be held to a fiduciary standard that places a client's...

Focus Buys Two Firms; Hits $4.5B in Assets

    Focus Financial Partners LLC, which in less than a year has expanded into one of the ten largest independent wealth management firms in the nation, has just gotten bigger...