Even high-net-worth investors are getting nervous about the near-term future, and they plan to change some of their investment, savings and spending strategies, says a new survey...
Some retirees spend like there's no tomorrow-even though their golden years can last two decades or more...
A survey of affluent Americans found that people who got that way through dint of effort are more likely to feel secure during economic downturns than those who inherited their wealth...
National Financial today said it developed a self-clearing outsourcing business that lets self-clearing broker/dealers outsource various brokerage operations while still maintaining their...
One-third of long-term care insurance policies sold to individuals in 2007 were purchased by those under age 55, according to the American Association for Long-Term Care...
A little less than one-third of families now saving for their child's college education have any confidence they will meet their goals, says a recent study by OFI Private...
The wealth of high-net-worth individuals around the world reached an estimated $50 trillion in 2007 and is expected to grow to $75 trillion by 2012, according to a report from...
Pimco this week unveiled five target-date funds with allocations across various existing Pimco funds that have exposure to domestic and international securities, as well as assets such as treasury...
Financial advisors who advise 401(k) plans can do a better job in that space by, well, doing a better job in that space...
If there's any silver lining to the stock markets' recent pummelling, it's that U.S...
Giving poor advice is the top reason clients switch financial advisors, but something as simple as returning telephone calls promptly is the number one action an advisor can take...
The alternative investment universe isn't as mysterious as it once was...
Regulators are kicking around the idea of a self-regulatory organization (SRO) for all investment advisors under the auspices of the Financial Industry Regulatory Authority or the...
Charles Schwab today said it has broadened its offerings to financial advisors by adding more products and services to its managed account platform...
A representative sampling of prices for existing single-family homes around the U.S...
National Planning Holdings, Inc., the nation's seventh-largest independent broker-dealer network, said today it boosted sales by 20.5% in 2007, to more than $14...
It's hardly a national tragedy, but the number of new millionaires produced in the U.S...
Investment manager Lord Abbett is expanding its reach within the broker-dealer space by increasing the number of wholesalers serving this market. The Jersey City, N.J...
Assets in the Fidelity Advisor 401(k) platform leaped 26% in 2007, to $21.1 billion. The number of new plans that were funded jumped 21%, to a record-high of 516 plans...
The Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINRA) have announced the dates and have begun registration for the 14 regional CCOutreach...
