Financial Advisor

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Greenberg: Why Have AIG Sue U.S.? It Worked In Iran, Pakistan

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AIG contemplated suing the U.S. government over its 2008 bailout of the company. Former CEO Hank Greenberg claims the bailout package was unfair and that it harmed shareholders.

GBI Rolls Out Physical Precious Metals Platform For RIAs

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Gold Bullion International has created an online platform enabling independent financial advisors to buy, sell and store physical precious metals for their clients.

ETPs For The M&A Boom

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Four merger arbitrage-focused exchange-traded products offer an alternative strategy for investing in the sizzling corporate M&A market.

Floating Rate Funds Provide Hedge Against Rising Rates

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Short durations and variable rates that “float” when market conditions change help protect against rising interest rates. They’re also a source of yield.

Oldest Americans' Debt Load Increases

by FA Staff

Americans over 75 years of age increased their debt load between 2007 and 2010, says the Employee Benefit Research Institute.

Texas Tech Students WIn FSP Award

by FA Staff

Two Texas Tech personal financial planning students win first place.

Taxes Present Opportunities For Financial Adivsors

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Increased taxes now facing Americans create an educational opportunity for financial advisors, although different demographic groups may have to be approached differently, says a new survey by...

PFM Group Promotes Seven To Managing Director

by FA Staff

New partners represent the firm's financial advisory and asset management practices across the country.

Biggest Buyers Stampede From Junk Bonds On Loss

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The biggest buyers of junk bonds are in retreat as exchange-traded funds suffer unprecedented withdrawals with the debt facing its first losses in eight months.

Senate Banking Chairman Undecided On Finra Regulation For Advisors

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Senate Banking Committee Chairman Tim Johnson (D-S.D...

Advisors Must Adapt To Gain Market Share, Study Says

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Financial advisors must learn to deal with new technology, more sophisticated clients, a shortage of talent entering into the advisory field and other trends if they are to prosper in the future,...

Married Boomers Better Retirement Savers, Study Says

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Married baby boomers are better retirement savers than their single cohorts, but they could still use help from financial advisors, according to a new survey.

Will ETFs Vanquish Mutual Funds?

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A panel of industry executives at the Inside ETFs conference said ETFs still have much room for growth.

Fed Easy Credit End Becomes Debate Over QE3 Escape

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Federal Reserve Chairman Ben S. Bernanke says the end of the central bank's bond buying won't constitute a move toward tighter policy...

Pentegra Retirement Services Appoints Senior Vice President And Chief Operations Officer

by FA staff

Retirement industry veteran Michael Palmiere joins firm.

Flight Of The Phoenix

by Eric Rasmussen

AIG’s aggressive Advisor Group subsidiary, with a new firm and reps in tow, still hopes to build a national presence—but not a national brand.

28 Times A Year

by Joel P. Bruckenstein

That’s how often elite advisors contact their clients, and Zywave says it can help you do that, too.

Next Generation Success Depends On The NextGen

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Tom Nally talked about the next generation of clients and the next generation of advisors at last week’s TD Ameritrade Institutional national conference.

Top Guns Share 10 Tips

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Industry thought leaders attending TD Ameritrade Institutional’s national conference shared their ideas about best practices.

Fiduciary Counselors Hires Senior Advisor

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Ivan Strasfeld brings in-depth knowledge of ERISA to new position.

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