Eaton Vance Corp. announced that Wharton P. "Whit" Whitaker, chief of the company's worldwide sales and marketing organization, died on Saturday...
Focus Financial Partners LLC, a New York-based wealth management firm, has announced a series of acquisitions that will bring with it $10 billion in client assets and a national reach that extends...
Schwab Institutional plans to add trust accounting capabilities to its
fee-based custody and trading platform...
Fidelity Investments-in what it says is part of a multi-year Internet
initiative-has launched a newly designed Web site for its advisor
clients...
A
retreat in Galveston Island, Texas, that will focus on the art and
science of financial planning, and an annual meeting in Seattle, are
among the 2007 events recently...
The
American College will focus on the importance of disability income
protection for its annual National Financial Awareness Day events this
year...
The IPO market may be getting a boost from a surprising sector this year-technology...
This
year's annual conference for directors of CFP Board-registered
programs will include The Financial Planning
Association (FPA) as a co-sponsor...
Investment professionals at Eaton Vance say valuations have moved to
the point where they foresee outperformance by high-quality domestic
large caps over the next three to...
The
Financial Planning Association (FPA) has announced its January schedule
of Virtual Learning Center sessions-including a two-part series on
insurance and retirement savings...
TD Ameritrade has bought the assets of Gail Weiss & Associates, including its trust company subsidiary, International Clearing Trust Company (ICTC), the companies announced...
The
CFP Board of Standards has pushed back the implementation of a new rule that will require new CFP
certificants to have at least a college bachelor's
degree...
Financial advisors ended 2006 with a note of pessimism, according to
the Rydex Advisor Confidence Index (ACI)...
The American College has awarded its highest honor
to financial advisor Jack B. Turner of Jack B. Turner & Associates
in Clarksville, Tenn...
CRM Software, the developers of Junxure-i, one of the industry's leading client relationship management systems and ClientView, an application that helps advisors create and post...
Community
foundations-the charity vehicle of choice for many philanthropic
investors-are having a tough time dealing with competition and an
increasingly complex investment...
The
Financial Planning Association has published a book that it says
provides consumers with the "straight talk" about financial planning...
The
Certified Financial Planner Board of Standards is accepting
applications for its grant programs through March 1, 2007, the board
announced...
OppenheimerFunds Inc. recently announced a major upgrade to its
Retirement Income Manager Software...
Neil Simon, the director of the Financial Planning Association's Government Relations Department, headquartered in Washington, D.C...
