AST Trust Company, a division of American Stock Transfer & Trust Company, has acquired Capital Trust Co...
Interest in hedge fund investing has cooled somewhat over the past two years, but Schwab Institutional says its advisors have steadily steered client money into its hedge fund...
TD Ameritrade Holding Corp. is offerings its institutional services clients access to a branded version of Morningstar's Advisor Workstation...
The Financial Planning Association has announced its annual retreat will be held in Scottsdale, Ariz...
Intuit Inc. announced today that PortfolioMinder, their new Web-based portfolio management service, will be available to independent financial advisors before the end of...
Robert Hewitt, one of the first generation of financial planners who served as president and chairman of the former International Association For Financial Planning...
The so-called "Merrill Lynch" rule that took effect last week and exempts certain brokers from the full set of responsibilities that registered investment advisors must...
Tomorrow the so-called "Merrill Lynch" rule exempting brokers marketing fee-based accounts from crucial aspects of Registered Investment Advisor regulation becomes effective...
Sontag Advisory, among the largest independent advisory firms on the East Coast, has expanded to Westport, Conn...
Countless studies have reaffirmed the fact that Americans are lagging when it comes to retirement planning...
Advisors have started the New Year off with concerns about the economy, according to a recent survey...
CRM Software, the developers of Junxure-the CRM, office management, and office automation software for financial advisors-is developing a new software package named...
CRM Software, the developers of Junxure-I, the CRM, office management, and office automation software for financial advisors is in the process of developing a new...
iNation, the creators of NationBuilder, the Web-based CRM/email portal for financial professionals, recently announced two strategic alliances designed to enhance the...
The Financial Planning Association is offering its members an online update on the status of the broker-dealer exemption rule to the Investment Adviser's Act of 1940...
Schwab Institutional is offering its independent fee-based advisor clients two tools that can replace paper account statements...
The fledgling Sports Financial Advisors Association is holdings its inaugural national conference in Woodlands, Texas, this month...
Christopher Davis and Ken Charles Feinberg, managers of the Selected American Shares and Davis NY Venture A funds, have been named 2005 domestic-stock managers of the year...
The Financial Planning Association has moved its annual conference later this year from New Orleans to Nashville, Tenn...
AIG Retirement Services today named veteran brokerage executive Lawrence Roth as president of its New York City-based Royal Alliance Associates...