Broker-dealers lean toward stinginess when it comes
to supporting their advisors' marketing and practice management needs,
according to a new survey...
Rex Sinquefield, who 24 years ago co-founded
Dimensional Fund Advisors and served as its co-chair and chairman of
investment policy, will retire at the end of the year, the fund...
Global fund managers feel U.S. short-term interest
rates need to rise to almost 4% on average to achieve neutrality,
according to a new survey...
Targeting specific markets will become increasingly
important for advisors as the baby boomer generation continues to age,
according to a new report...
Colin "Ben" Coombs has been named the recipient of
the Financial Planning Association's 2005 P. Kemp Fain Jr. Award...
Fidelity Investments reported today
that its new client assets in the second quarter more than doubled from
a year ago, to a total of $61.3 billion...
Mass Mutual Financial Group has acquired Golden
Retirement Resources, a New York-based firm that develops and
distributes products and services for the retirement-income...
An Internal Revenue Service settlement offered to
executives and companies involved in stock option abuses has resulted
in settlements with 95 corporate executives, according...
Investors are "unacceptably confused" by the various
titles used by securities professionals so the Securities and Exchange Commission must clarify the distinctions...
The Certified Financial Planner Board of Standards
has named a university professor as chair of the organization's Board
of Examiners.
David M...
OppenheimerFunds has introduced a new fund that concentrates on companies that pay dividends...
Charles Schwab Corp. said it is committed to remaining independent and has no interest in being acquired...
The College for Financial Planning will start
offering its CFP program through an online platform starting in August...
Estate planning is emerging as a key service as
financial advisors prepare to compete for the wealth transfer and
charitable giving needs of the baby boomer generation,...
A 12-year Fidelity veteran with a background in
retirement planning has been named president of Fidelity Registered
Investment Advisor group.
William C...
Advisors who custody assets with Schwab
Institutional now have access to Russell Investment Group's managed
account program, according to the companies...
For the second month in a row, financial advisors'
outlook on the economy and the stock market is on the upswing,
according to new data...
A former state regulator has joined
the executive ranks of the Certified Financial Planner Board of
Standards, the organization announced...
In a rare display of unanimity,
members of the Financial Planning Association indicated by an
overwhelming margin that Social Security reform is needed now to stave
off...
PIMCO investment chief Bill Gross
said today he expects the Federal Reserve to put a halt to
interest-rate increases after its August meeting...
