Advisor confidence rebounded in October after hitting the skids in September, according to the Advisor Confidence Index (ACI), a benchmark that gauges advisors' views on the U.S...
Wealth management is a buzzword in the financial advisory industry, and according to one study there's a good reason for it: wealth managers have better business...
Schwab Performance Technologies this week announced that next month it will release a new version of PortfolioCenter, their portfolio management system that is used by more...
Wealth management firm United Capital Financial Advisers yesterday announced the purchase of four advisory firms, boosting both its assets under management and the types of products and...
Financial advisors seeking the best place to invest their clients' assets should take a close look at emerging markets, which have delivered handsome rewards for investors in recent years despite...
One-stop shopping has its appeal in many areas, including investing...
With more than 225 initial public offering deals expected to be compiled by December, this will be the busiest year for IPOs since 2001, said Linda Killian, a partner at...
The Money Management Institute (MMI) and the Forum for Investor Advice (FFIA) today announced the merger of their organizations, a move that joins two industry leaders in the financial services...
The financial advisory services business faces a dilemma: it's growing fast, but some firms don't have enough people to service that growth...
The Financial Industry Regulatory Authority (FINRA) recently unveiled two programs on its website to help securities firms meet compliance and regulatory reporting requirements online...
Along with state-of-the-art financial products and services, investment advisors must embrace a major shift in client mindset if they want to effectively serve the 78 million...
Many parents have misconceptions when it comes to saving for college, creating an opportunity for financial advisors to play an important role, according to the second annual...
In a show of support for the professional education advanced by The American College, donors are saluting the efforts of the faculty and staff with a banner year in charitable donations...
Charles Schwab Foundation has pledged $1...
Independent registered investment advisor (RIA) firms' assets under management grew a median of 20 percent in 2006 and revenues increased at a median rate of 16 percent...
Former House Speaker Newt Gingrich urged members of the financial services industry to adopt a grassroots campaign to save New York City as the world's financial center, a cause...
Fidelity Investments yesterday named Michael K. Clark to lead its institutional services business...
Focus Financial Partners LLC, a partnership of independent, fiduciary wealth management firms, announced today that it expanded its network by adding five RIA firms with a total of $8 billion in...
Fidelity today announced two new retirement products-one combines professionally-managed asset allocation with a proprietary withdrawal program, the other is a deferred variable annuity...
Revenue on Raymond James Financial Services (RJFS) advisor's platform have tipped the $1 billion mark, an historic first for the firm...
