Nicholas A. Nicolette, principal of Sterling Financial Planning in Sparta, N.J., has been named 2006 president-elect for the Financial Planning Association (FPA)...
Ameritrade announced new executive appointments that will take effect when it completes its acquisition of TD Waterhouse-a deal expected to close by the end of the year...
Turnkey asset management programs are growing rapidly and appear to be generating more income for the advisors who use them, according to a new...
Despite talk of bubbles, flipping and soaring housing prices, investors have largely held their ground when it comes to keeping their money in real estate investments the past...
The Internal Revenue Service has announced that recent tax law changes give victims of Hurricane Katrina new opportunities to draw funds from qualified retirement plans...
TIAA-CREF has announced the formation of a Board of Financial Advisors that will guide the company's advisor services group...
Advisors are losing millions of dollars in revenue because they don't have a consistent and disciplined client referral strategy, according to a new study Published by...
LPL Financial Services-the nation's largest independent brokerage firm-announced plans to sell a majority interest in the company to affiliates of two prominent private...
The Capital Trust Company of Delaware announced it has agreed in principal to merge with another trust company with a "strong presence in Delaware...
The executive who will oversee advisory services for the company created by the merger of TD Waterhouse and Ameritrade says he expects a "seamless" transition for advisors...
With the never-ending studies that say Americans aren't saving enough for retirement, it can sometimes feel like the nation is comprised of a bunch of short-sighted...
Fee-only advisors are dealing with clients who are in frequent need of life insurance products, according to a new survey...
Fidelity Investments recently announced upgrades to its platform for registered investment advisors...
Ever since CheckFree announced its purchase of Integrated Decision systems (IDS) in early September, RIA's have been anxiously awaiting word on the future of this ill fated...
Ameritrade announced it will appoint TD Waterhouse executive Tom Bradley to heads its independent advisory services business as part of its acquisition of TD Waterhouse...
When it comes to managing a defined contribution retirement account, just a modest increase in contributions will have a larger impact than fund performance...
Advisory firms continue to experience rapid growth to the point where the ability to recruit and retain talent has become a key ingredient to success, according to a new study...
The Foundation for Financial Planning has awarded a $100,000 emergency grant to the Financial Planning Association for the creation of hurricane relief services...
Fidelity Investments has launched a multi-asset-class fund that is focused on outpacing inflation...
Adhesion Technologies, a firm known primarily as a supplier of account aggregation technologies to larger financial institutions, recently announced the release of the...