Almost 60% of ultra-wealthy Americans are optimistic about their investment portfolios in 2008, which is double the rate a year ago, according to a survey conducted by PNC...
Schwab Performance Technologies (SPT), the portfolio management and accounting solutions subsidiary of The Charles Schwab Corporation, today announced it agreed to buy back-office outsourcing...
Volatile markets, a weak dollar and next year's presidential elections are some of the moving parts wealth managers must contend with when...
A new study confirms what we all already knew: Americans are lousy savers...
If alternative investments go mainstream, are they really alternative anymore? We'll find out in the next two years as greater numbers of pension funds, endowments and...
Parents of college-bound children who work with a financial advisor are slightly more prepared to pay for the growing expense of higher education than are those parents who...
The Spectrem Affluent Investor Index fell 5 points in November to -5, matching its second-lowest level ever...
The hated Michigan services tax that would've hit a number of business activities in the state-including investment advice-died a quick death when it was repealed just hours after it went into...
Bright prospects in the financial advisory industry means terrific growth potential for independent registered investment advisory firms positioned to capitalize on the...
Financial industry variations from region to region within the United States make it advantageous for advisors to compare their practices, and set practice strategies, on a...
Wealthier individuals may have gotten that way by taking bigger risks, or they are now willing to risk larger portions of their investments in an attempt to increase their...
Equities are definitely cheaper than bonds, according to Deutsche Bank Private Wealth Management's Klaus Martini and Benjamin Pace, who spoke Wednesday in New York at the...
Advisor confidence reached its lowest level in three years, according to the Advisor Confidence Index (ACI), a benchmark that gauges advisors' views on the U.S. economy and stock market...
From every angle, the various housing price measures tracked by Standard & Poor's paint a grim picture in the U.S. during the third quarter...
National Financial Partners Corp. today named Daniel J. Young as president and chief operating officer of NFP Securities, Inc. (NFPSI), its broker-dealer business...
The Certified Financial Planner Board of Standards, Inc. has a new education director. Francis ("Frank") X...
Feverish lobbying by the investment advisory community and other industries has Michigan lawmakers reconsidering a recently passed bill that would tax a vast array of...
In what might seem like a statement of the obvious, a recent study by the Spectrem Group found that bad advice is the chief reason why financial advisors lose their...
National Financial today said it has added seven new insurance carriers to its existing annuity program for broker/dealers...
If anything, recent volatility in the markets should remind people that planning for the long term makes it easier to tune out all of the noise...
