by FA Staff
The $412.5 million deal is expected to close in this year's second half.
by FA Staff
Derek Bruton and Seth Miller bring industry leadership experience to new roles.
by FA Staff
Rusty Guinn and Todd Centurino join as directors of investments.
by
Karen DeMasters
A free guide for senior citizens on how to avoid falling prey to financial fraud and abuse has been published by the CFP Board of Standards.
by FA Staff
Nearly half of all women in a recent insurance industry survey said they feared going broke and becoming homeless.
by
Karen DeMasters
The number of middle-class military families working with a financial advisor has increased by two percentage points in a month because of the sequestration budget cuts, according to a new survey.
by
Karen DeMasters
Aspiriant, a Los Angeles-based independent wealth management firm, plans to launch its first mutual fund—an offering that will focus on global equity and risk mitigation.
by FA Staff
The number of people not using an individual retirement account for savings increased by 4 percent to 80 percent from last year, according to a TIAA-CREF survey.
by FA Staff
David Levin led development of BAM ALLIANCE.
by FA Staff
More than half of affluent investors say they are more inclined to increase equity holdings for income.
by FA Staff
Financial advisors vastly overestimate their clients' knowledge about investing and their willingness to take risks, says Accenture.
by FA Staff
Securities America reports a 309 percent increase in recruited gross dealer concession revenue for 2012.
by FA Staff
LPL Financial has created the Retirement Partners Group for advisors with extensive experience in handling retirement plans.
by
Karen DeMasters
Automatic enrollment in defined contribution retirement plans increasingly helps employees save for their non-working years, says New York Life.
by FA Staff
Long Island-based MK Wealth Management joins HighTower.
by
Kathy Lynch
Only 39 percent of financial advisors created an investment policy statement for their clients last year, and 21 percent didn't use statements at all.
by
David Sterman
Overseas real estate funds offer better upside potential and yield than their domestic counterparts.
by
Jeff Schlegel
The International Securities Exchange, the nation’s second-largest equity options exchange, takes a growing role in bringing new ETFs to market.
by FA Staff
Aaron Klopfenstein receives promotion.
by FA Staff
The number of U.S. millionaires grew for the fourth straight year in 2012, but still has not reached its pre-recession peak of 2007, according to a new report.
