One-stop shopping for all financial service needs remains a pie-in-the-sky concept that has yet to be embraced by affluent investors, according to a new survey...
The American College will launch a three-day series of lectures and seminars in November that will conclude with the school's 77th commencement ceremony...
Advisor confidence perked up in July despite continued worries over oil prices, interest rates and the cooling real estate market, according to the Rydex Advisor Confidence...
Bill Carter-an advisor and a Dallas area community leader-has been named the recipient of the Financial Planning Association's 2006 P. Kemp Fain, Jr.,...
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 has announced a $10 million acquisition designed to bulk up its research database of hedge funds and separate accounts...
Advisors are apparently making good use of lifecycle and lifestyle funds, according to a recent survey by Russell Investment Group...
Goldman Sachs has launched a fund that places a bet on the future growth of four emerging market behemoths...
Schwab Institutional has expanded the tools available to independent advisors on its Schwab Performance Technologies (SPT) Web site...
CRM Software has announced the release of Junxure-i version 6.0, the latest incarnation of their popular office management system. Version 6...
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 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 Inc...
Sincere & Co., a mutual fund marketing and distribution company serving independent advisors, has launched a mutual fund of its own...
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 Bank & Trust has extended the reach of its trust service offerings through a network of 2,200 service reps...
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...
In its July issue, Financial Advisor magazine unveiled its first annual ranking of independent advisory firms that offer financial planning and related services along...
Users of Morningstar's Web site, and its advisor workstation, now have access to the research company's hedge fund data...
Investment managers have done a quick about-face in their outlook for the large- and small-cap equity markets, according to a new survey...