FA News

Advisors Plan For Everyone But Themselves

   Financial advisors, it turns out, have something in common with their clients: many of them are not prepared for retirement...

Managers Bullish On Large Cap Growth

    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...

Planners Key In On Broker Exemption Rule

   The broker-dealer exemption to the Investment Adviser Act and Social Security reform are high on the priority list for financial planners...

Vanguard Adds Three International ETFs

   Vanguard has launched three new exchange-traded funds tied to three of the company's international index funds...

Real Estate Drives Direct Investment Sales

   Publicly registered direct investment programs raised about $7 billion last year-about 90% of which came from real estate programs...

Ameritrade Cuts Options Fees

   Ameritrade has become the latest brokerage company to fire a volley in the industry's ongoing price war...

CFP Board CEO Wants More Services, Streamlining

    A few months into her job as CEO of the CFP Board of Standards, Sarah Ball Teslik is aiming for sweeping changes in how the organization serves its certificants and...

Medicare Problems Loom Large

    Social Security reform is getting a lot of attention this year, but the real monkey wrench in the nation's entitlement system may actually be...

Advisors Coping With Compliance Rules

    The majority of advisors are adapting to stricter compliance rules and successfully absorbing the added expenses, according to a new...

Sexes Divided On Money Issues

    It seems that money matters are not exactly on par with candy and roses when it comes to bringing the opposite sexes closer together...

Vanguard Charity Fund Hits High Mark

     The Vanguard Charitable Endowment Program donor-advised fund has set a high-water mark in its charitable giving...

Advisors Looking To baby boomers

     Baby boomers could be fertile ground for advisory businesses looking to identify a target market, according to a recent research...

Pundit Says Support Weak On Social Security Plan

   SAN DIEGO-U.S...

Spitzer: Self-Regulation A Failure

   SAN DIEGO-New York State Attorney General Eliot Spitzer told a gathering of financial advisors today that the actions he has taken against Wall Street in recent years has been...

Advisors Taking The Client View

   Financial advisors are spending a lot of time these days fulfilling new compliance requirements, but Bruce Sankin-an arbitrator/mediator for the NASD-feels advisors are ignoring...

Credit Suisse Launches Commodities Fund

   Credit Suisse Asset Management has announced a new product for investors looking for exposure to the commodities markets...

Study: Health Accounts Lead To Debt, Poor Care

   High-deductible medical plans-a key component of the health savings accounts being espoused by some in Washington, D.C...

Broker-Dealer Group Expands Membership, Lobbying

   The Financial Services Institute (FSI), a fledgling organization of independent broker-dealers, is looking to expand both its membership and lobbying muscle...

AIG Forms New Advisors Unit

   The AIG Advisor Group has formed a new independent broker-dealer, AIG Financial Advisors Inc. that will be comprised of representatives from three of its existing firms...

Financial Advisor Announces New Columnists For 2005

   Shrewsbury, N.J...