In the wake of the recession, affluent Americans are starting to pay more attention to the non-material aspects of life.
by
Jeff Schlegel
Emerging Information Systems, Inc. (EISI) announced the official launch
of Profiles Professional 9.2 and Profiles Forecaster 4.2.
by
Jeff Schlegel
"The Number" was a popular book several years ago that became a reference point in financial
planning circles. Maybe it's time for a sequel called "Life Goals."
Boston Private Financial Holdings has begun paying back the $154
million in bailout funding it had received in November 2008 from the
U.S. government.
Goldman Sachs' CEO tells Congress he supports a fiduciary standard for brokers who provide advice to retail investors.
by
Jeff Schlegel
Both houses of Congress are considering bills that could revoke the
independent contractor status among advisors and make them employees of
their affiliated firms.
by
Jeff Schlegel
The retirement and pension plans category should be the second-best performing
industry during the period of 2010-2019, according to industry research company IBISWorld.
by
Jeff Schlegel
Morningstar names the top fund managers in what was the worst decade ever for U.S. stocks.
HighTower Advisors, a hybrid investment advisory and broker-dealer that
launched late in 2008, says it got a $100 million cash infusion from a
consortium of incumbent and new investors.
The markets may have bounced back, but the outlook for many financial advisors remains decidedly bleak.
by
Jeff Schlegel
Need any more proof that the ETF industry is booming? There are now 552 ETFs in registration, according to an industry source.
by
Jeff Schlegel
The Investment Management Consultants Association (IMCA) on Monday named Sean Walters as the group's new executive director.
by
Ray Fazzi
Groups from across the financial spectrum have asked Congress to resist efforts to weaken proposed legislation that would require all financial advisors to abide by a fiduciary standard of care.
Most of the largest investment managers are not directly factoring
climate change into their investment decisions despite increasing
awareness of its potential impact, according to a new report.
The Internal Revenue Service has just offered a chance to fix costly errors related
to deferred compensation plans.
A number of 529 college savings plans are adding more socially responsible investment options to their line-ups.
Think, the Scandinavian electric-vehicle maker, will build its first car for the U.S. market in Indiana starting in 2011.
Wells Fargo & Co. is offering many of its brokers a reward for bringing in more assets from new and existing clients.
by
Dorothy Hinchcliff
How does gender affect the likelihood of participating in a retirement plan?
A new rule requiring some RIAs to undergo annual surprise audits may help stem the kind of malfeasance con artist Bernard Madoff has come to represent. But many RIAs won't be subject to them.
