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...
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...
The majority of advisors are adapting to stricter compliance rules and successfully absorbing the added expenses, according to a new...
It seems that money matters are not exactly on par with candy and roses when it comes to bringing the opposite sexes closer together...
The Vanguard Charitable Endowment Program donor-advised fund has set a
high-water mark in its charitable giving...
Baby boomers could be fertile ground for advisory businesses looking to
identify a target market, according to a recent research...
SAN DIEGO-U.S...
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...
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 Asset Management has announced a new
product for investors looking for exposure to the commodities markets...
High-deductible medical plans-a key component of the
health savings accounts being espoused by some in Washington,
D.C...
The Financial Services Institute (FSI), a fledgling organization of
independent broker-dealers, is looking to expand both its membership
and lobbying muscle...
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...
Shrewsbury, N.J...
As the expiration draws near for a court-ordered
stay in the Financial Planning Association's lawsuit to force the
agency to clarify its long-pending exemption for brokers who...
Mutual fund complexes and brokerages firms are
bracing themselves for a raft of new regulations that are likely to be
issued by the Securities and Exchange Commission and the...
T. Rowe Price has started offering Advisor Class shares in four funds,
and has also added a fund to its list of R Class offerings...
The Internal Revenue Service on Monday released highlights of tax-law
changes that will affect many advisors and clients compiling income-tax
returns in the coming months...
Investors seem to be getting over the lofty
expectations of the go-go 1990's, according to a
recent survey.
AdvisorBenchmarking Inc...
Revenue growth and the continued rise of health care
costs top the list of concerns for chief financial officers, according
to a new survey...
