iRebal, the rule-based rebalancing application owned by TD Ameritrade that automatically generates trade recommendations for multiple account level rebalancing and cash management, recently...
E*TRADE Financial Corp. yesterday announced that it signed an agreement to sell RAA Wealth Management, LLC to PHH Investments, Ltd. for $80 million...
Focus Financial Partners, LLC, a New York-based holding company with 15 independent wealth management firms and more than $26 billion in client assets, yesterday announced its first international...
Dow Jones & Co. today announced that Bank of America Corp. and Chevron Corp. will replace Altria Group, Inc., and Honeywell International, Inc., in the Dow Jones Industrial Average...
Janus and Hartford Mutual Funds brought their average investors the best return on their money over the past three years, says a new Morningstar fund...
National Planning Holdings Inc...
The Financial Services Institute (FSI) said it ended 2007 with more than 12,600 active financial advisor members, a 141% increase over 2006...
TD Ameritrade Holding Corp. yesterday announced that it completed its acquisition of Fiserv's investment support services business for roughly $225 million cash...
The
number of brokers and advisors likely to consider leaving their current
employer and switching to another firm in the next 12 months nearly doubled to
9%, from...
Wilmington Trust Corp. yesterday announced it signed a definitive agreement to buy AST Capital Trust Co. for an undisclosed amount...
It's a classic dilemma: Americans are lambasted for not saving enough, yet our spendthrift ways are the linchpin that keeps the economy afloat...
As expected, the Federal Open Market Committee today lowered its target for the federal funds rate 50 basis points, to 3%...
A survey of financial advisors' outlook on the economy and the stock market sank to new lows in January, according to Rydex AdvisorBenchmarking...
Both the amount of Treasuries issued and their yields are expected to rise in the first quarter, according to the quarterly Government Securities Issuance and Rates Forecast...
The National Association of Realtors yesterday released existing-home sales figures that put a glass-half-empty, glass-half-full spin on the numbers: total sales last...
Financial Vision, a financial life planning firm in Atlanta, has merged with RTD Financial Advisors of Philadelphia. The deal gives RTD its fifth office and boosts its client base to 400...
The Financial Planning Association today testified before the Washington, D.C. City Council to ask officials to incorporate financial education into the District's high school curriculum...
Money Tree Software Ltd., developer of TOTAL Planning Suite and Silver Financial Planner software, recently announced new and more powerful versions of both programs...
On average, assets under management at registered independent advisors grew 55% during the past three years, according to a survey of RIAs conducted for Fidelity Investments...
Despite the hype and obsession surrounding the pending retirement of baby boomers, a recent survey by Rydex AdvisorBenchmarking indicates that most financial advisors aren't up to...
