Jim McConville

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Retirement Security Gets More Complicated


Sustained low interest rates, market volatility and longevity risk are the most significant risks to Americans’ retirement security, says Prudential.

Morningstar Names Three Finalists For Alternatives Fund Award

The nominees include one long-short equity fund and two arbitrage funds.

Raymond James Recruits $204 Million Advisor Team From Morgan Stanley

The trio of advisors has $204 million in assets and annual fees and commissions of $1.5 million.

Advisors Support Tax-Deferred Investing


Three quarters of fee-based advisors and RIAs say their clients have the jitters about the potential financial impact on them from the fiscal cliff, with their biggest concern being the possibly of...

Only 57 Percent Think Financial Advisors Add Value


A Fidelity survey shows many advisors aren't doing enough to please their clients.

LPL Financial Names Dell Veteran As Chief Information Officer


LPL Financial LLC has appointed Victor Fetter as chief information officer and managing director of the company’s Business Technology Services unit.

Americans Optimistic Despite Looming Fiscal Cliff, Says Survey

Is it wishful thinking, or do American investors have a better finger on the country’s economic pulse than financial analysts and experts?

Museum Exhibit Offers Glimpse Of U.S. Finance History


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.

Oil Companies Top 'Best 401(k)' List


The Marathan and Saudi Arabian oil companies got top honors in a ranking of the top 30 401(k) plans by BrightScope.

ETF Inflows Could Hit A Record In 2012


ETFs are on track to match or exceed 2008’s record-setting inflows of $168.3 billion, according to Morningstar.

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