FA News

Planting Seeds

    MetLife and New England Financial are starting the second year of a Financial Fellowship Program in conjunction with the American College in Bryn Mawr, Pa...

ProTracker Software Launches Free License and Conversion Offer

ProTracker Software, seeking to capitalize on the recent demise of PortfolioCenter Relationship Manager (PRM), has created a special offer for current PRM customers...

Symetra Financial Files For IPO

Symetra Financial Corp. today filed a registration statement on Form S-1 with the Securities and Exchange Commission for a proposed initial public offering of common stock...

Survey Reveals Client-Related Issues For Advisors

   A survey of more than 800 independent financial advisors reveals that most advisors spend less than half of their work time with their clients and more than two-thirds do not...

Investors Less Confident About Their Financial Future

   A recent survey of people with retirement plans, covering a wide range of ages, revealed a significant drop in confidence in the soundness of their retirement strategies and...

Evolving Service Models Needed To Meet The Needs of High-Net -Worth Individuals

   The annual World Wealth Report, issued by Merrill Lynch and the Capgemini consulting group, found that wealth management firms are moving toward more dynamic, needs-based...

Security Benefit Acquires Rydex Investments

Money manager Security Benefit today signed a definitive purchase agreement to acquire the fund company Rydex Investments for an undisclosed amount...

CFP Board Needs Volunteers For Financial Planning Clinic

The CFP Board will hold its free Financial Planning Clinic on Saturday, August 4, 2007, from 10:00 a.m. to 2:00 p.m. in Boston...

MetLife To Reach Out To African Americans

    MetLife will boost its staff of financial planners and other financial service representatives by 780, or nearly 10%, within the next three years to serve the African American...

Foundation For Financial Planning Gets A Financial Boost

   The nonprofit Foundation for Financial Planning, which helps people who normally don't have access to financial planning services, this week received a $100,000 donation from...

Schwab Drops PortfolioCenter Relationship Manager in Favor of Junxure

Schwab Performance Technologies today announced a new relationship with CRM Software, a leader in customer relationship solutions for financial advisors, that will include a transition of existing...

Alternative Energy Interest High Among U.S. Investor

   In the United States, energy advocates for years have divided into two camps over alternative energy fuels: Those who think wind, solar energy, biofuels, geothermal energy and...

BondDesk Offers E*TRADE Easier Access to Auction Rate Securities

    BondDesk Group, a leading odd-lot fixed-income electronic trading platform and provider of software solutions to the securities industry, recently announced it will begin...

ETFs May Lose Some Appeal In 401(k) Plans

    Exchange-traded funds have been a glittering success for the fund industry; but in 401(k) accounts, they may lose much of their luster for investors...

CFP Board Finalizes Fiduciary And Disclosure Ethics

After a long and arduous process, the CFP Board announced today at a press conference that it had approved the final version of its revised ethical standards, making it explicit that the nearly...

Wachovia Sees A.G. Edwards Deal As A Means To Reach Wealthy

   Wachovia's acquisition of brokerage A.G. Edwards Inc. will give the banking firm more access to wealthy individuals and retirees, Wachovia Corp...

Education Requirements Most Common For Heirs

   The knowledge that trillions of dollars will be conveyed from the first of the baby boomer generation to their heirs within the next decade is prompting financial planners to...

Advisors Less Confident About Economy, Stock Market

   A number of economic factors are combining to make financial advisors more pessimistic about the immediate future of the investment world, according to a recently released survey...

TD Ameritrade To Buy Fiserve RIA Operations

   TD Ameritrade Holding Corp. has agreed to acquire Fiserv Trust Co...

Bono, Wynn To Speak At Schwab Impact

U2 lead singer Bono, Wynn Resorts CEO Stephen Wynn and NewsweekInternational editor Fareed Zakaria will be the keynote speakers at thisyear¹s Schwab Impact conference at The Mandalay Bay...