Investment managers have done a quick about-face in their outlook for the large- and small-cap equity markets, according to a new survey...
The number of people with more than $1 million in financial assets grew by 6...
The Fidelity Charitable Gift Fund-which has grown into one of the nation's largest charities since its founding in 1991-is offering advisors a way to be more involved in donor...
All financial advisors, whether they be called "planners" or "consultants," should be regulated in the same way and be held to a fiduciary standard that places a client's...
Focus Financial Partners LLC, which in less than a year has expanded into one of the ten largest independent wealth management firms in the nation, has just gotten bigger...
TD Ameritrade Institutional has created a mentoring program for advisors making the transition from broker...
Charles Schwab announced today sweeping price cuts and expanded services for both its retail and institutional clients...
The Financial Planning Association (FPA) has brought the weight of its membership to bear in the debate over whether CFP certificants should be held to a fiduciary standard...
On May 23, CFP Board executive director Sarah Teslik testified in front of aSenate Banking Committee hearing on financial literacy and the nation'ssavings crisis...
Financial planners with CFP certifications are mostly satisfied with their careers, despite seeing their median incomes drop in 2005, according to a new survey...
Heavy debt loads are weighing heavily on today's college graduates just as they start out on their careers, according to a new survey...
Saying that advisors are "clearly looking abroad" for new investment opportunities, Fidelity Investments announced the launch of a new international fund...
The SEC and NASD are teaming up to crack down on fraudulent and unsuitable securities sales that target senior citizens...
Financial advisors are facing a market that has an increasing need for help on health care and other insurance needs, according to a new report...
The Internal Revenue Service has reached an agreement with the CFP Board of Standards to provide continuing education credits at IRS Nationwide Tax Forums this summer...
Mary Matalin and James Carville-the married Republican and Democratic strategists-will be among the speakers at Fiserv's Discover2006 conference this year...
Morgan Stanley is planning to cut its broker training program, saying many of the trainees are "not tracking toward long-term success," according to published reports...
Ameriprise Financial Inc. of Minneapolis has agreed to sell its defined contribution recordkeeping business to Wachovia Corp., the companies announced today...
Rydex Investments has sent a letter to advisors with clients who have invested in its SphinX fund telling them that Rydex has decided to fully repay funds frozen or lost as a...
For financial advisors with an eye on the affluent market, the time seems to be ripe for finding new clients...