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...
Money manager Security Benefit today signed a definitive purchase agreement to acquire the fund company Rydex Investments for an undisclosed amount...
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 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...
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 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...
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 Group, a leading odd-lot fixed-income electronic trading
platform and provider of software solutions to the securities industry,
recently announced it will begin...
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...
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's acquisition of brokerage A.G. Edwards Inc. will give the banking firm more access to wealthy individuals and retirees, Wachovia Corp...
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...
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 Holding Corp. has agreed to acquire Fiserv Trust Co...
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...
Fidelity Investments has added three new funds to its Fidelity Advisor family, covering international real estate, investments in Canada and small caps...
Chris Gardner, the self-made businessman on whom the movie "The Pursuit
of Happyness" was based, will be one of the keynote speakers at the
Financial Planning Association's...
The
HedgeStreet Exchange plans to launch a class of futures contracts that
allows investors to trade on the anticipated revenues and earnings per
share of large public...
Schwab Performance Technologies, a leading provider of portfolio management and reporting software for independent RIA's, recently announced two new offerings...
Fidelity Investments today announced that they plan to offer a customized, integrated CRM and financial planning application for registered investment advisors...
