The U.S...
Parents of this year's high school seniors have saved only 13% on average of the estimated $100,000 needed to pay for their child's four-year college education, says Fidelity...
National Advisors Trust announced it named Ronald Ferguson as the organization's new chief executive officer. Based in Overland Park, Kan...
Many financial advisors consider annuities to be a dirty word, but these investment vehicles are playing a growing role in retirement planning and are projected to reach $2...
Although there are some variations based on gender and geography, affluent baby boomers are being hit hard by the economic slowdown and are making changes in their...
The country's home prices fell 1...
CFP Board Picks Five Members For Discipline And Ethics CommissionThe Certified Financial Planner Board of Standards on Tuesday chose five new members for its Discipline and Ethics...
Kochis Fitz/Quintile, the wealth management giant that formed earlier this year after the merger of two California firms, announced Monday that it changed its name to Aspiriant...
Diahann Lassus, president of the Lassus Wherley, a wealth management firm in New Providence, N.J...
Educational standards for Certified Financial Planners will be reviewed, upgraded and enforced by a new board, the Council on Education, being created by the Certified Financial...
The vast majority of baby boomers and their parents are deeply concerned about the current economy and the future and many are seeking outside advice, says a new survey by AARP of...
American retirement assets grew 6.7% in 2007, according to the mutual funds trade group Investment Company Institute...
Upswing CRM, a web-based on-demand customer relationship management program for financial services professionals, has announced plans to release a comprehensive upgrade on May 21. Upswing Version 2...
Despite recent studies that paint a rosy picture of how well baby boomers are prepared for retirement, a study from Barclays Global Investors paints a gloomier scenario...
Financial chat rooms and blogs are the Wild West of financial information, but that doesn't seem to matter to a lot of folks who base their investment decisions on information they pick...
A woman retiree in the U.S...
Economic turmoil, investment worries and inflation fears are making high-net-worth people less confident about their financial situations...
Fidelity Investments today said it added a portfolio modeling and rebalancing tool to its Fidelity WealthCentral platform for registered investment advisors (RIAs)...
Focus Financial Partners, LLC, a New York-based holding company with 15 independent wealth management firms and more than $27 billion in client assets, today announced that Deborah Doyle McWhinney...
Millionaires increasingly are handing the keys over to independent advisors, reports a study by Fidelity Investments...
