Jim McConville

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New Wave Of Social Network Users Disseminating Financial Data Faster

The emergence of new financial communities who use social networks to quickly disseminate financial data are challenging investment banks as a source for market color, trading analysis and investment...

LPL Financial Adds Electronic Document Signing For Advisors, Clients

LPL Financial has added technology that will speed up document processing.

529 College Savings Plans Get Boost With New Technology


Edward Jones and Pershing are making a big push into 529 plans and hope by simplifying access they will entice more advisors to consider them for clients.

Largest Fixed-Income ETFs Offer Yield, Credit Quality And Inflation Protection

by Juliette Fairley

In a bid for yield with some liquidity, investors are turning to fixed-income exchange-traded funds that, in some cases, have produced juicy returns.

FSI Demands Progress Report On Fiduciary Rule


FSI and Financial Services Roundtable on Tuesday called for DOL Secretary Hilda Solis to release a progress report on its work to re-propose a fiduciary rule for the financial services industry.

Market Volatility Perplexes Investors, Says SEI Survey


Advisors polled said that market volatility caused many clients to re-evaluate just how risk tolerant they really are.

Focus Financial Partners With CAIS


New York-based financial technology company CAIS today signed a deal with independent wealth management firm Focus Financial Partners that will provide Focus access to its alternatives investment...

NetJet Sees Luxury Travel Rebound In 2012

NetJets Inc., the business-jet operator owned by Berkshire Hathaway Inc., said it placed a record order for up to 120 Bombardier Inc. planes in anticipation of a rebound in luxury travel.

The New Candy

by Ellie Winninghoff

Impact investors scale to solve the world's social and environmental problems.

Family-Office Recruiters Under New Strains

Family-office recruiters are seeing a pick-up in activity after a bad year and a half.

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