by
Karen DeMasters
Is security or independence more important for running a successful business? That seems to be the key question advisors face when they set up their own business, according to a new survey.
by
Karen DeMasters
The results of a national financial quiz show that Americans have a lot of work to do in understanding how to manage money, according to Limra.
by
Kathy Lynch
Financial advisor Jessica Shaulis conveys her value to potential clients by discussing money and clothes.
by FA Staff
Sheri Robinson will lead new Birmingham, Ala. office.
by FA Staff
The IPA has approved the first industry-wide valuation guidelines to improve transparency of non-listed REITs.
by
Karen DeMasters
Experts compare the cost of generating income from Social Security versus an annuity.
by FA Staff
People in the workforce are getting more optimistic about the economy and their retirement, but people in retirement aren't as hopeful, according to a new survey.
by
Nathan Greenwald
Long/short equity funds offer upside potential in good markets and downside protection during bad markets.
by FA Staff
Working with a financial advisor is one of three keys to success in retirement planning, according to Putnam Investments research.
by FA Staff
Despite gains in the stock market, a majority of U.S. investors are going to invest more conservatively, Franklin Templeton says.
by FA Staff
A Finra proposal to require financial advisors to include a link to BrokerCheck on their Web sites and social media pages has been withdrawn--at least temporarily.
by FA Staff
The FPA and The Foundation for Financial Planning today announced they will partner to expand the pro bono they provide to people in need of financial services.
by
Karen DeMasters
A federal judge has ordered $147 million returned to people who thought they were investing in a Chicago convention center and paving their way to immigrate to the U.S. from China.
by FA Staff
The median net worth for householders 65 and older dropped by 13 percent in the five years between 2005 and 2010, according to the U.S. Census Bureau.
by FA Staff
Vanguard, Sun Life, iShares, Putnam and Franklin Templeton Investments are the five asset managers that makes the best use of social media, according to a recent report from kasina.
by FA Staff
U.S. investors have just 11 percent, on average, of their income-producing assets invested internationally, according to a Legg Mason survey.
by
Karen DeMasters
The SEC now requires that many financial advisors be ready to take action if they see their clients may be threatened by identity theft.
by
Kathy Lynch
Reports are giving a false sense that the average advisor has recovered from the recent recession, says an SEI practice management executive.
by FA Staff
A Morningstar report evaluating 529 college savings plans shows investors keep investing in these plans even as their performance lags.
