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...
Fidelity Institutional Wealth Services today said that client assets hit a record $325 billion in the third quarter-or more than 50% greater than the year-earlier period-from its base of 4,000...
The Financial Planning Association today named Richard Salmen as president-elect for 2008. Salmen, senior vice president/senior advisor with GTrust Financial Partners in Overland Park, Kan...
Two of California's largest wealth management firms announced today they will join forces in the first step toward the combined entity's goal of becoming the nation's largest independent wealth...
Family businesses are optimistic about their robust growth, but many will most likely face financial problems concerning succession and personal finances, according to a recent...
Certified Financial Planner Board of Standards Inc. has joined the Financial Planning Standards Board Ltd...
The collective nest egg in the U.S. expanded to a record $16.6 trillion as of March 30, 2007, up from $16...
Compliance officers at broker-dealer firms will have a chance to discuss new and changing regulations that affect them during a series of seminars being organized by the...
A law set to go into effect on December 1 will tax investment advice services in Michigan, and the state's financial advisors are up in arms and fighting to repeal it...
The PNC Financial Services Group, Inc. announced today it signed a definitive agreement to acquire Lawrenceville, N.J.,-based Albridge Solutions Inc...
Schwab Institutional on Tuesday announced the winners of the second annual IMPACT Awards, an industry-wide award program that honors advisors and firms that have advanced the industry through...
Advisor confidence rebounded in October after hitting the skids in September, according to the Advisor Confidence Index (ACI), a benchmark that gauges advisors' views on the U.S...
Wealth management is a buzzword in the financial advisory industry, and according to one study there's a good reason for it: wealth managers have better business...
Schwab Performance Technologies this week announced that next month it will release a new version of PortfolioCenter, their portfolio management system that is used by more...
Wealth management firm United Capital Financial Advisers yesterday announced the purchase of four advisory firms, boosting both its assets under management and the types of products and...
Financial advisors seeking the best place to invest their clients' assets should take a close look at emerging markets, which have delivered handsome rewards for investors in recent years despite...
