CPAs topped the list of most trusted financial
advisors-edging out Certified Financial Planners-in a recent survey of
individual investors...
Raymond James Financial has named a
new sales director for its independent contractor division, the company
announced.
James A...
American Century Investments has announced a
reorganization plan that will result in it absorbing 10 of 11 funds in
the Mason Street family...
Concord Equity Group Advisors, a provider of
outsourced wealth management solutions, has teamed with the National
Philanthropic Trust (NPT) to create a donor-advised fund...
As baby boomers start to enter retirement, financial
advisors need to be aware that they don't all share the same profile,
according to a recent study...
Assets in 529 college savings plans at the end of
the third quarter rose 40.6% from a year earlier, with total assets of
$63.4 billion, according to the College Savings...
Morningstar announced it has agreed
to acquire Ibbotson Associates, the asset allocation research and
consulting firm, for $83 million in cash...
Financial Profiles Inc...
CRM Software, the developers of
Junxure-I, the comprehensive client relationship-management software
system for financial service professionals, is planning to offer...
The Internal Revenue Service has launched a
redesigned Web site that it says makes it easier to navigate and search for
tax preparation tools...
EverBank-a Jacksonville, Fla.-based bank that offers banking and
mortgage services to independent advisors-says its advisor business is
booming...
John S. Simmers, CEO of ING Advisors Network, has been nominated to serve on the NASD Board of Governors...
The 8th Annual Financial Advisor Symposium drew
1,250 attendees, more than 130 exhibitors and a host of well-received
speakers, including advisor and author Nick Murray,...
Parents are getting ready to spend an average of
$400 for each of their children this holiday season-and are considering
replacing toys with college savings contributions,...
The Chubb Group of Insurance Companies is offering a
luxury risk management program that deals with safety beyond the
investment portfolio...
The recent bear market did little to quench the
American public's desire for equity investments, according to a new
study...
Advisors are growing assets and profit margins and
are optimistic about the future, but are being weighed down somewhat by
compliance issues, a new survey says...
Nicholas A. Nicolette, principal of
Sterling Financial Planning in Sparta, N.J., has been named 2006
president-elect for the Financial Planning Association (FPA)...
Ameritrade announced new executive
appointments that will take effect when it completes its acquisition of
TD Waterhouse-a deal expected to close by the end of the year...
Turnkey asset management programs are growing rapidly
and appear to be generating more income for the advisors who use them,
according to a new...
