by FA Staff
The majority of financial advisors do not have a succession plan in place for their business or a means of attracting younger advisors or clients, according to a survey by SEI.
by FA Staff
The Schwab Charitable Global Giving Program announced today that it has partnered with NGOsource in an effort to reduce the cost of international giving for its clients.
by
Karen DeMasters
Financial advisors increased their average assets under management to record levels in 2012, according to a new report.
by Cory Mitchell
ETFs can help investors employ both simple and sophisticated hedging strategies to improve risk-adjusted returns.
by FA Staff
Independent registered investment advisors are expecting to grow their assets under management in 2013, according to the latest TD Ameritrade Institutional Advisor Index survey.
by
Virginia Munger Kahn
The duel between market-cap indexes and fundamental indexes is more than just an academic exercise.
by FA Staff
An online resource center designed to keep advisors up to date on alternative investments has been created on LinkedIn by Jackson National Life Insurance Company.
by FA Staff
A former registered rep who cost a group of NFL players $43 million by steering them into a bum casino investment and other bad deals has been banned from the securities industry.
by FA Staff
Proxy resolutions suggest investors are fired up about corporate political spending and the environment.
by FA staff
A new TD Ameritrade survey on money and marriage finds couples are bringing more financial baggage to relationships than ever before.
by
Kathy Lynch
Client engagement is a measure of the quality of clients' relationships with their advisors and the impact of those relationships on the advisors' business growth.
by FA Staff
The United States ranks 19th in the quality of retirement available to senior citizens, according to the Natixis Global Retirement Index released Thursday.
by
Karen DeMasters
J.P. Morgan Asset Management improves upon its "Guide to Retirement" with expanded sections on health care and housing.
by
FA Staff
Phoenix-based investment advisory adds seven new team members.
by FA Staff
Fred Alger Management Inc...
by FA Staff
People are reticent to talk about long-term health care costs with their family or with their financial advisor, says a new survey by Nationwide Financial.
by
Bloomberg News
The main trade association for the securitization industry fell into turmoil last week when most of the board resigned in a dispute with the group’s executive director over governance and bonuses,...
by
FA Staff
Jeffrey MacDonald will also serve as senior portfolio manager for fixed income.
by
Ted Knutson
The agency is seeking cost/benefit data related to imposing a fiduciary standard of care on broker-dealers.
