Morningstar Investment Services-the investment management arm of Morningstar Inc.-has launched a new separately managed account offering aimed at the independent advisor...
The Democratic takeover of Congress has many interest groups bracing for changes, including finance and tax executives, who seem pretty certain the new leadership will raise...
Investments advisors appear poised to accelerate their use of alternative investments such as hedge funds, real estate and commodities, according to a new poll...
Paul McCulley, managing director at PIMCO, told attendees today at the TD Ameritrade annual conference in San Diego that the U.S. economy is going to have a soft...
Eaton Vance Corp. announced that Wharton P. "Whit" Whitaker, chief of the company's worldwide sales and marketing organization, died on Saturday...
Focus Financial Partners LLC, a New York-based wealth management firm, has announced a series of acquisitions that will bring with it $10 billion in client assets and a national reach that extends...
Schwab Institutional plans to add trust accounting capabilities to its fee-based custody and trading platform...
Fidelity Investments-in what it says is part of a multi-year Internet initiative-has launched a newly designed Web site for its advisor clients...
A retreat in Galveston Island, Texas, that will focus on the art and science of financial planning, and an annual meeting in Seattle, are among the 2007 events recently...
The American College will focus on the importance of disability income protection for its annual National Financial Awareness Day events this year...
The IPO market may be getting a boost from a surprising sector this year-technology...
This year's annual conference for directors of CFP Board-registered programs will include The Financial Planning Association (FPA) as a co-sponsor...
Investment professionals at Eaton Vance say valuations have moved to the point where they foresee outperformance by high-quality domestic large caps over the next three to...
The Financial Planning Association (FPA) has announced its January schedule of Virtual Learning Center sessions-including a two-part series on insurance and retirement savings...
TD Ameritrade has bought the assets of Gail Weiss & Associates, including its trust company subsidiary, International Clearing Trust Company (ICTC), the companies announced...
The CFP Board of Standards has pushed back the implementation of a new rule that will require new CFP certificants to have at least a college bachelor's degree...
Financial advisors ended 2006 with a note of pessimism, according to the Rydex Advisor Confidence Index (ACI)...
The American College has awarded its highest honor to financial advisor Jack B. Turner of Jack B. Turner & Associates in Clarksville, Tenn...
CRM Software, the developers of Junxure-i, one of the industry's leading client relationship management systems and ClientView, an application that helps advisors create and post...
Community foundations-the charity vehicle of choice for many philanthropic investors-are having a tough time dealing with competition and an increasingly complex investment...