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Financial Advisor

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Advent Software May Be Acquired For About $2.3 Billion


SS&C Technologies Holdings is seeking to acquire Advent Software Inc., a major technology provider for financial advisors, according to a person with knowledge of the matter.

NFL’s Path To $25 Billion Hinges On 12-Year-Old’s Mobile Apps


The NFL’s ability to reach its $25 billion revenue target hinges on kids like Ethan Minkoff, a 12-year-old New England Patriots fan.

Five Reasons To Buy India ETFs Even After Last Year’s Monster Rally

by Phil DeAngelo

This portfolio manager says the world’s largest democracy shows no signs of cooling off in 2015.

TD Ameritrade Institutional Offers New Trust Services

by FA Staff

TD Ameritrade Institutional is creating Advisors Private Wealth Trust to provide trust services.

New Law Possible To Combat Elder Financial Abuse


Chairs of two Senate committees say new legislation is possible to combat senior financial abuse.

Fewer Americans Have Retirement Plans


Fewer Americans have retirement plans than a year ago and five years ago, according to a new ICI study.

Advisors Can Greatly Help With Two Divorce Subjects

by Joseph Cordell

There are two complex subjects in a divorce where a financial advisor can be immensely helpful: structuring divorce settlements in a tax-advantaged manner and the division of retirement benefits.

Bond Traders Under Florida’s Sun Can’t Escape Storms In Markets


A thousand miles away from the blizzard in New York City, investors and traders huddled at an ETF conference in Florida worrying about a bigger problem: How to make sense of markets that are getting...

Congress Revving Up To Revamp Elder Services Programs


Congress is revving up to remodel the federal government’s omnibus package of elder services programs.

Smart Beta, Fixed Income And, Gulp, Robos Will Propel ETF Industry Growth


Fund industry executives on a conference panel discussed the leading ETF trends in 2015.

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