The College for Financial Planning plans to offer a certification program that focuses on the special needs of
senior citizen clients...
SEI Investments has introduced a new business model
that it says will utilize a franchise structure and focus on the special needs of affluent clients...
The Edelman Financial Center, a
Fairfax, Va...
Market observers are saying the tempo of the stock market is starting to look a lot like it did in last year...
Business owners make up almost a third of
high-net-worth individuals in the U.S...
Independent broker-dealer representatives who
provide comprehensive wealth management services are significantly more
successful than those focused mainly on investment...
The Financial Planning Association
has renewed its legal battle against the Securities and Exchange
Commission and its adoption of a broker-dealer exemption, arguing the
rule...
The Financial Planning Association is still mulling what action to take on its lawsuit against the Securities and Exchange Commission and its handling of the broker-dealer...
The American College and the National Association of Insurance and Financial Advisors (NAIFA) have teamed to offer a new designation for financial service professionals in the...
Mutual funds that utilize a "socially responsible investing" style are more likely to side with shareholders than conventional funds when it comes to corporate governance,...
The Financial Planning Association, as part of a broad effort to revitalize its advocacy efforts, has named a board of directors to run its political action committee...
Fidelity Investments recently announced the launch
of an integrated, single sign-on technology platform designed to help
independent RIA's simplify workflow and increase...
A Charles Schwab Corp...
Financial advisors now have another place to turn to for online client recruitment.
The Paladin Registry, at www.paladinregistry...
Repeated studies show workers are not wisely
investing the money they have to prepare for retirement-giving rise to
investment education in the workplace...
Financial advisors, it turns out, have something in
common with their clients: many of them are not prepared for retirement...
Investment managers are taking more notice of large
cap growth equities, while the energy sector keeps chugging along as
one of the market's most bullish sectors...
The broker-dealer exemption to the Investment
Adviser Act and Social Security reform are high on the priority list
for financial planners...
Vanguard has launched three new exchange-traded funds tied to three of the company's international index funds...
Publicly registered direct investment programs
raised about $7 billion last year-about 90% of which came from real estate
programs...
