Money Tree Software Ltd., developer of TOTAL Planning Suite and Silver Financial Planner software, recently announced new and more powerful versions of both programs...
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...
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 on average did better last year than the leading market indexes, according to Morningstar Inc., the Chicago-based investment research company...
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...
Maybe getting a lump of coal in your stocking isn't such a bad thing after all, given the sector's recent performance...
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...
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...
The market's recent action can be summed up in a word-fear...
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 this week is unveiling two new twists to its flagship document management product, CNG-SAFE (Shared Access Filing Environment)...
GenSpring Family Offices, a Palm Beach Gardens, Fla...
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...
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...
The good news: Money managers are not predicting disastrous market declines for 2008...
The envelope please . . ...
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...
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 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...
The Certified Financial Planner Board of Standards Inc. recently hired Julie T...