The Internal Revenue Service has launched a
redesigned Web site that it says makes it easier to navigate and search for
tax preparation tools...
EverBank-a Jacksonville, Fla.-based bank that offers banking and
mortgage services to independent advisors-says its advisor business is
booming...
John S. Simmers, CEO of ING Advisors Network, has been nominated to serve on the NASD Board of Governors...
The 8th Annual Financial Advisor Symposium drew
1,250 attendees, more than 130 exhibitors and a host of well-received
speakers, including advisor and author Nick Murray,...
Parents are getting ready to spend an average of
$400 for each of their children this holiday season-and are considering
replacing toys with college savings contributions,...
The Chubb Group of Insurance Companies is offering a
luxury risk management program that deals with safety beyond the
investment portfolio...
The recent bear market did little to quench the
American public's desire for equity investments, according to a new
study...
Advisors are growing assets and profit margins and
are optimistic about the future, but are being weighed down somewhat by
compliance issues, a new survey says...
Nicholas A. Nicolette, principal of
Sterling Financial Planning in Sparta, N.J., has been named 2006
president-elect for the Financial Planning Association (FPA)...
Ameritrade announced new executive
appointments that will take effect when it completes its acquisition of
TD Waterhouse-a deal expected to close by the end of the year...
Turnkey asset management programs are growing rapidly
and appear to be generating more income for the advisors who use them,
according to a new...
Despite talk of bubbles, flipping and soaring
housing prices, investors have largely held their ground when it comes
to keeping their money in real estate investments the past...
The Internal Revenue Service has announced that
recent tax law changes give victims of Hurricane Katrina new
opportunities to draw funds from qualified retirement plans...
TIAA-CREF has announced the formation of a Board of
Financial Advisors that will guide the company's advisor services group...
Advisors are losing millions of dollars in revenue
because they don't have a consistent and disciplined client referral
strategy, according
to a new study Published by...
LPL Financial Services-the nation's
largest independent brokerage firm-announced plans to sell a majority
interest in the company to affiliates of two prominent private...
The Capital Trust Company of Delaware
announced it has agreed in principal to merge with another trust company with a
"strong presence in Delaware...
The executive who will oversee advisory services for
the company created by the merger of TD Waterhouse and Ameritrade says
he expects a "seamless" transition for advisors...
With the never-ending studies that say Americans
aren't saving enough for retirement, it can sometimes feel like the
nation is comprised of a bunch of short-sighted...
Fee-only advisors are dealing with clients who are
in frequent need of life insurance products, according to a new survey...
