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...
Schwab Institutional has awarded a $300,000 grant
for the Financial Planning Association's pro bono financial planning
services...
Glenn Pape, a CFP and CPA with 23 years experience,
has been named chairman of the Certified Financial Planner Board of
Standards' board of governors...
The Securities and Exchange Commission decided today
to continue to allow broker-dealers to provide fee-based services,
pending the adoption of permanent rules...
First Financial Software Inc. (www.fplan.com), the
developers of FPLAN Pro Advisor+, FLPAN QuickPro, recently announced
that the it will cease operations on December 31...
The use of Monte Carlo investment analysis tools in
the financial services industry may become more prevalent in the wake
of a recent NASD rule change...
The steep rise of health care costs in recent years
is apparently making it harder for Americans to save money...
Recent retirees are generally content with their
lives, despite persistent concerns about their income, health and the
future of Social Security benefits, according to a new...
If you have affluent clients on your holiday
shopping list, you may want to pay a visit to a charity-or even a pet
store...
One of the nation's largest brokerage firms has come out against the SEC's "Merrill Lynch Rule," armed with a survey that indicates the rule confuses...
Mutual fund directors say that overseeing their
service providers is the toughest job they have under newly introduced
SEC regulations, according to a new survey...
Learning how to say "no" to bad prospects and
structuring your firm around a focused strategy are among the traits of
some of today's most successful advisory firms, according...
Fidelity Investments is offering advisors tools
designed to bring retirement planning into focus for both clients and
prospects...
The cost of keeping up with new compliance regulations is eating into advisors' profit margins, according to a new study...
Investors are kicking it up a notch when it comes to saving for retirement, according to a new survey...
Many investors are turning to FDIC-insured sweep accounts as a way to manage risk, according to a new study...
The Financial Planning Association
(FPA) has named five new members to its board of directors, all of whom
will start serving three-year terms on January 1...
Steven M. Bloom was named yesterday as the first recipient of The Skip Viragh Innovation Award at The 7th Annual Financial Advisor Symposium in Chicago...
The Certified Financial Planner Board of Standards has named Sarah Ball Teslik as its new chief executive officer. Teslik currently is executive director of the Washington, D.C...
