FA News

Money Tree Software Launches Enhanced Products

Money Tree Software Ltd., developer of TOTAL Planning Suite and Silver Financial Planner software, recently announced new and more powerful versions of both programs...

Why Some RIAs Grow Faster Than Others

   On average, assets under management at registered independent advisors grew 55% during the past three years, according to a survey of RIAs conducted for Fidelity Investments...

Financial Gerontology An Untapped Market

   Despite the hype and obsession surrounding the pending retirement of baby boomers, a recent survey by Rydex AdvisorBenchmarking indicates that most financial advisors aren't up to...

Hedge Funds Outperformed Markets In '07

Hedge funds on average did better last year than the leading market indexes, according to Morningstar Inc., the Chicago-based investment research company...

Registration Opens For Broker-Dealer Compliance Seminar

The Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINRA) today announced they've opened registration for the inaugural CCOutreach BD National Seminar...

Van Eck Launches Coal ETF

Maybe getting a lump of coal in your stocking isn't such a bad thing after all, given the sector's recent performance...

Freestone Capital Management Gets $40 Ml. Infusion From Sienna Group

   Seattle-based Freestone Capital Management, a wealth management firm with roughly $2 billion in assets, today announced it got a $40 million investment from The Sienna Group, a...

Responsiveness Is Key For HNW Clients

   High-net-worth clients consider responsiveness the most-desired trait for selecting a financial advisor, according to a survey of affluent investors by the Spectrem Group, a...

Eaton Vance Sees Opportunities in Rocky Market

The market's recent action can be summed up in a word-fear...

Fiduciary Network Buys Stake in Brouwer, Janachowski

Fiduciary Network has purchased a minority equity position in Brouwer, Janachowski & Co., a San Francisco-based advisory firm with about 200 clients and slightly under $700 million in assets...

Cabinet NG Bolsters Document Protection

Cabinet NG this week is unveiling two new twists to its flagship document management product, CNG-SAFE (Shared Access Filing Environment)...

GenSpring Family Offices Buys Inlign Wealth Management

GenSpring Family Offices, a Palm Beach Gardens, Fla...

FPA Calls for SEC Roundtable In Wake Of Rand Report

One day after the release of the long-awaited Rand Report-a 219-page treatise that Securities and Exchange Commission officials say will serve as the basis for new investment advisor and...

New Years Resolution: More Face Time With Clients

   A large percentage of advisors say their number one priority for 2008 is having more face-to-face communication with their clients, rather than relying on email and telephone...

Money Managers Guardedly Optimistic About '08

   The good news: Money managers are not predicting disastrous market declines for 2008...

Morningstar Names Fund Managers Of The Year

The envelope please . . ...

Developed Markets '08 Outlook: Expect Less Earnings and More Volatility

Don't count on boffo returns from some of the world's most developed markets in 2008, according to a survey of investment professionals in New York, London, Melbourne, and Tokyo by AXA...

Consumer Confidence Slightly Upbeat

After months of negativity, the Conference Board Consumer Confidence Index posted a slight uptick in December at 88.6 (1985=100), up from 87.8 in November...

Home Prices Sink Lower

Home prices slumped 6.1% during the past year as of October, as measured by the S&P/Case-Shiller Home Price index released today by Standard & Poor's...

CFP Board Chooses New Exam Director

   The Certified Financial Planner Board of Standards Inc. recently hired Julie T...