Leo Wells, the biggest player in the nontraded REIT industry, has decided that Wells Real Estate Funds will not sell any new nontraded REIT products for the immediate future.
The Certified Financial Planner Board of Standards plans to launch a marketing campaign this year to increase the number of financial advisors who become a CFP certificant.
Phoenix-based RIA firm Miller/Russell & Associates says it now holds the reins to its own financial destiny by becoming a 100% employee and client owned company late last month.
Fixed indexed annuities used with traditional retirement portfolio strategies improve the chances of creating sustainable income throughout retirement, according to a new survey.
Raymond James today announced it has recruited a mother-daughter advisor team Wells Fargo that managed more than $200 million in assets and had $2 million in annual production.
Two technology firms founded by financial advisors have added features to a Salesforce application and plan to help each other improve their own systems.
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.
