by
Karen DeMasters
Men are 1.7 times more likely to be approached by a financial advisor than women, says a new white paper.
by
Jim McConville
A Fidelity survey shows many advisors aren't doing enough to please their clients.
Calpers is trying to rewrite the rules for bankrupt cities, claiming that it should get paid before almost everyone else, including bondholders.
by Jim McConville
Americans’ bad financial habits may mirror U.S. government’s, says Allianz survey.
Is it wishful thinking, or do American investors have a better finger on the country’s economic pulse than financial analysts and experts?
by
Jim McConville
Barings Bank, which financed historic endeavors such as the Louisiana Purchase and building of the North American railroad network in the 19th century, is the subject of a new museum exhibit.
by
Jim McConville
The Marathan and Saudi Arabian oil companies got top honors in a ranking of the top 30 401(k) plans by BrightScope.
by
Karen DeMasters
Investors Security Company Inc., a broker-dealer in Suffolk, Va., has agreed to become an affiliate of Securities America, the nation's eighth-largest broker-dealer.
by
Karen DeMasters
Using Medicaid to pay for long-term care is not in the best interests of most people and advisors should warn clients against it, says a Nationwide Financial survey.
by
Jim McConville
ETFs are on track to match or exceed 2008’s record-setting inflows of $168.3 billion, according to Morningstar.
by
Karen DeMasters
U.S. REITs underperformed the broader equity market in November but outperformed over the year.
by
Kathy Lynch
Victoria Azpurua joins Raymond James in Florida.
Legacy Financial Planning, an independent financial advisory firm with more than $150 million in asets, has moved to LPL Financial's broker-dealer platform.
by Stoyan Bojinov
The fund joins a handful of products that offer exposure to the S&P 500 Index with a twist.
by
Jim McConville
A former Ernst & Young Entrepreneur of the Year award who was indicted and arrested on federal fraud charges today also faces civil charges by the Securities and Exchange Commission that he defrauded...
by Carolyn Pairitz
These five funds tap into top forecasted strategic trends.
by
Jim McConville
TD Bank Group had agreed to acquire Epoch Holding Corporation—including its subsidiary Epoch Investment Partners Inc.—for $668 million in cash.
by
Jim McConville
Fidelity Investments is providing retail clients access to hedge-fund firms through a mutual fund launched in partnership with Arden Asset Management, according to a published report.
by
Jim McConville
Although over half of working baby boomers say they're likely to retire at or before 65, almost half of those same boomers -- either with or without a pension -- say they'll do it with debt on their...
Raymond James has recruited a Maryland advisory firm with $230 million in assets away from LPL Financial, Raymond James officials announced today.
