Baby boomers value guaranteed income in retirement over higher returns, according to a new survey.
The number of middle-class military families working with a financial advisor has increased by two percentage points in a month because of the sequestration budget cuts, according to a new survey.
The CFA Institute launches an education and research effort asking investors to demand high standards of their advisors.
Anne Mulcahy, former chairman and CEO of Xerox Corporation, will join the board of directors of LPL Financial, the nation’s largest independent broker dealer.
Fidelity Investments and BlackRock Inc. are partnering to provide wider access to BlackRock’s ETF investments, the two companies announced Wednesday.
The majority of financial advisors do not have a succession plan in place for their business or a means of attracting younger advisors or clients, according to a survey by SEI.
A new study on private foundations will be compiled by the Council on Foundations and the Commonfund Institute, the two organizations announced.
More than half of the 13 women who are most likely to become self-made billionaires are Asian, according to Wealth-X.
Financial advisors increased their average assets under management to record levels in 2012, according to a new report.
An online resource center designed to keep advisors up to date on alternative investments has been created on LinkedIn by Jackson National Life Insurance Company.