A woman retiree in the U.S...
Economic turmoil, investment worries and inflation fears are making high-net-worth people less confident about their financial situations...
Fidelity Investments today said it added a portfolio modeling and rebalancing tool to its Fidelity WealthCentral platform for registered investment advisors (RIAs)...
Focus Financial Partners, LLC, a New York-based holding company with 15 independent wealth management firms and more than $27 billion in client assets, today announced that Deborah Doyle McWhinney...
Millionaires increasingly are handing the keys over to independent advisors, reports a study by Fidelity Investments...
For some advisors, the greatest economic worry isn't the housing debacle, credit crunch or rising prices. It's a Democrat in the Oval Office...
Advisor confidence in the stock market and the economy improved slightly in April after an overall decline for the past year, says the latest Rydex AdvisorBenchmarking survey...
The Financial Planning Association and McLagan Partners said yesterday they will make the FPA Practice Management Scorecard available to independent financial advisors for...
The Federal Reserve today cut key interest rates by a quarter point, to 2%, and gave a somewhat optimistic prognosis on the economy's long-term prospects...
The Conference Board Consumer Confidence Index dipped in April after a steep decline in March. The Index in April stands at 62.3 (1985=100), down from 65.9 in March...
Retirement assets in the U.S. hit a record $17...
Investors trust their financial advisors as much as their personal doctor, but they cast a sceptical eye toward both fund companies and the financial media, according to an investor...
Financial advisors can't seem to tell whether the glass is half-full or half-empty. According to a poll by MoneyShow...
A study by Kelley Blue Book Marketing Research found that the number of new-car shoppers adjusting their spending habits due to escalating gas prices has reached a record high...
Existing-home sales slipped 2% in March and are down nearly 20% from a year ago, according to figures released today by the National Association of Realtors...
Sanders Morris Harris Group Inc. today said it completed its acquisition of Miller-Green Financial Group, a deal that brings together two Houston-based wealth management firms...
Overall improvements are being made to many 529 college savings plans, but some still clearly outperform their competition, says a new study by Morningstar Inc...
Politics permeates everything this year, including views on international investing, and there are definite differences in attitudes between those who describe themselves as...
The National Association of Personal Financial Advisors has 2,000 members, and after it tapped into the RIA database from Discovery-The Financial Information Group, it...
With future regulation of the financial services industry up in the air, a recent poll by the Financial Planning Association of its members shows a preference for a professional regulatory...
