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Pax World Hires Senior Vice President Of Marketing

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Judy May brings two decades of experience in marketing and communications to new role.

The Smartest Kid In Summer School

by Evan Simonoff

In spite of its struggles, the U.S. might be the best place to invest for the next decade.

Morningstar Announces Fund Managers Of The Year

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Longevity, patience, precise judgment and decisiveness are among the notable traits demonstrated by the winners of Morningstar’s 2012 U.S. Fund Manager of the Year awards announced today.

Cetera Completes Name Changes Under New Brand Structure

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Cetera Financial Group has completed name changes of the four broker-dealer firms under its brand.

FSI Appoints Two From Invest Financial To Advisory Councils

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SVPs are chosen for the compliance and operations and technology councils.

Pioneer Investments Adds New Portfolio Manager

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David Glazer named portfolio manager of Pioneer Global Equity Fund.

Financial Advisors Involved In 401(k) Planning Can Get New Credential

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UCLA and The Retirement Advisor University have developed a CE designation for financial advisors specializing in defined contribution retirement plans.

DoubleLine Hires Equity Portfolio Managers

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DoubleLine Capital has hired two portfolio managers and partners for a new affiliate to help expand the firm’s product line-up into equity investment strategies.

What Should You Do When A Client’s Mind Is Slipping?

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A recent court case and the proliferation of elder financial abuse begs the financial planning profession to establish more clarity about our obligations, says our columnist Dan Moisand.

2013 Is the Year To Go To Work, Not Go On Disability

by Edward Glaeser

The National Bureau of Economic Research declared that the U.S. recession ended in June 2009, yet 2012 didn’t look like much of a resurgence.

U.S. Exchange-Traded Products Gather Record Deposits In 2012

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Investor demand for low-cost stock and bond funds drove expansion in the fastest-growing segment of the asset management industry.

Pension Envy

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People with government pensions are more confident about having money in retirement than those without pensions, according to a new survey.

CFTC Mutual Fund Rule Appeal Sought By Chamber of Commerce

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The U.S...

Finra Sanctions Five Firms $4.5 Million

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Finra cited the firms for using municipal and state bond funds to pay lobbyists.

Shareholders File Anti-Smoking Resolutions With Movie Companies

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An anti-smoking crusade is being taken to movie companies by shareholders who are filing resolutions asking that movies designed for young people eliminate smoking or have R ratings.

Jobs Are Nation’s Top Economic Priority, Say Wealthy

by Jim McConville

Survey respondents say jobs growth should trump reducing the budget deficit and ending political deadlock as job one for President Obama.

Four Major Consumer Groups Susceptible To Life Insurance Gaps, Study Says

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Large families, unmarried parents, women and those with common health concerns are susceptible to insurance coverage gaps that could leave them financially shorthanded.

Skipping Lattes Won't Mean $2 Million Later

by Sam Knight

Consumers are not benefiting from much of the advice that financial advisors give, says this new book.

If You Bought Greek Bonds In January You Earned 80%

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Investors bold enough to buy junk-rated Greek bonds in January have earned twenty times more than owners of top-rated German debt this year even after the biggest ever sovereign restructuring.

Consumer Spending Increases As Incomes Rebound

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Spending by U.S. consumers climbed in November as Americans pushed aside the threat of higher taxes next year, buying gifts for the holidays and making up for shopping lost to superstorm Sandy.

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