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...
Brokers who act as advisors one minute, only to take off their so-called fiduciary hats the next to sell products, are confusing the public and...
The majority of financial advisors (58%) think market performance and volatility will have a significant impact on their practices in 2008,...
McKinley Investment Group and Kanawha Investment & Trust today announced they've joined forces to create a new entity called McKinley Carter Wealth Services, a company with $325 million in...
The appeal of the independent advisory business model is a magnet for some brokers, and it appears that they're thriving in the independent environment...
Kids are spoiled and parents know it, and the lessons learned at home could help shape-or lead to misshapen-attitudes toward money in youngsters' later...
