Dealing with the pension and IRA issues of the more than 76 million
baby boomers nearing retirement will be the subject of a day-long
seminar by The American College...
Emerging Information Systems Inc., the developer of NaviPlan financial planning software today announced the acquisition of Financial Profiles Inc...
If you're a bond fund manager in the U.S. looking for returns, where do you go?
For at least one manager, the answer is, across the...
LPL Financial Services announced today it has agreed to buy Uvest Financial Services of Charlotte, N.C...
One-stop shopping for all financial service needs remains a
pie-in-the-sky concept that has yet to be embraced by affluent
investors, according to a new survey...
The American College will launch a three-day series
of lectures and seminars in November that will conclude with the
school's 77th commencement ceremony...
Advisor confidence perked up in July despite continued worries over oil
prices, interest rates and the cooling real estate market, according to
the Rydex Advisor Confidence...
Bill Carter-an advisor and a Dallas area community leader-has been named the recipient of the Financial Planning Association's 2006 P. Kemp Fain, Jr.,...
Fidelity Investments, the world's largest mutual fund company, and SunGard, a provider of software and processing solutions for financial service firms, yesterday announced an...
Morningstar has announced a $10 million acquisition designed to bulk up
its research database of hedge funds and separate accounts...
Advisors are
apparently making good use of lifecycle and lifestyle funds, according
to a recent survey by Russell Investment Group...
Goldman Sachs has launched a fund that places a bet on the future growth of four emerging market behemoths...
Schwab Institutional has expanded the tools available to independent
advisors on its Schwab Performance Technologies (SPT) Web site...
CRM Software has announced the release of Junxure-i version 6.0, the latest incarnation of their popular office management system. Version 6...
The CFP Board of Standards released
today proposed rules changes that would allow certificants to choose
whether or not they should act as fiduciaries for their...
More
than a dozen states are declaring sales-tax holidays this year,
allowing consumers to shop tax-free-largely for back-to-school items
including clothing, computers and...
Morningstar Inc...
Sincere & Co., a mutual fund marketing and distribution company
serving independent advisors, has launched a mutual fund of its own...
The
Securities and Exchange Commission (SEC) is getting ready to see how
investors have been impacted by having two sets of regulations for
fee-based brokers and investment...
Franklin Templeton Bank & Trust has extended the reach of its trust
service offerings through a network of 2,200 service reps...
