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.
by
Bloomberg News
Three bears see some positive signs in the outperforming U.S. economy.
by Eric Rasmussen
How do you know when your clients' favorite charity is ripping them off?
by
Jennifer Goldman
Should a financial advisor expand her practice through outsourcing or hiring staff?
by Rob Brown
How pessimistic do you have to be to own Treasury bonds now?
by Mary Rowland
The generation born after 1980 is more team-oriented and globally focused.
by Roy Diliberto
When your clients know you care, they are much more likely to take your advice.
by David Lawrence
Advisors should embrace the advances coming from rapid technological changes.
by Bill Bachrach
Advisors need to evaluate different methods of establishing high-trust relationships with clients.
by Ben Mattlin
New initiatives and traditional offerings provide better service.
by Joel P. Bruckenstein
One firm was in the right place at the right time to offer reporting technology for alternative assets.
by Jeff Schlegel
Collectible whiskies-particularly single-malt scotch-have been fetching high prices. Is this a fad or a legitimate alternative investment?
by James Picerno
Once maligned, technical analysis concepts are coming back into vogue among money managers.
by Marla Brill
Five advisors talk about what they expect in 2013.
by Matt Schreiber
A little-known statistic, the capture ratio, can help advisors build better portfolios.
by Alan Lavine
Commercial REITs are expected to perform well as the economy rebounds.
by Alan Lavine
The financial strength of life insurers comes under pressure.
