CRM Software has announced the release of Junxure-i version 6.0, the latest incarnation of their popular office management system. Version 6...
The CFP Board of Standards released today proposed rules changes that would allow certificants to choose whether or not they should act as fiduciaries for their...
More than a dozen states are declaring sales-tax holidays this year, allowing consumers to shop tax-free-largely for back-to-school items including clothing, computers and...
Morningstar Inc...
Sincere & Co., a mutual fund marketing and distribution company serving independent advisors, has launched a mutual fund of its own...
The Securities and Exchange Commission (SEC) is getting ready to see how investors have been impacted by having two sets of regulations for fee-based brokers and investment...
Franklin Templeton Bank & Trust has extended the reach of its trust service offerings through a network of 2,200 service reps...
The Buckingham Family of Financial Services-an advisory firm built on the principals of passive investing-has proven itself to be quite active when it comes to growth...
In its July issue, Financial Advisor magazine unveiled its first annual ranking of independent advisory firms that offer financial planning and related services along...
Users of Morningstar's Web site, and its advisor workstation, now have access to the research company's hedge fund data...
Investment managers have done a quick about-face in their outlook for the large- and small-cap equity markets, according to a new survey...
The number of people with more than $1 million in financial assets grew by 6...
The Fidelity Charitable Gift Fund-which has grown into one of the nation's largest charities since its founding in 1991-is offering advisors a way to be more involved in donor...
All financial advisors, whether they be called "planners" or "consultants," should be regulated in the same way and be held to a fiduciary standard that places a client's...
Focus Financial Partners LLC, which in less than a year has expanded into one of the ten largest independent wealth management firms in the nation, has just gotten bigger...
TD Ameritrade Institutional has created a mentoring program for advisors making the transition from broker...
Charles Schwab announced today sweeping price cuts and expanded services for both its retail and institutional clients...
The Financial Planning Association (FPA) has brought the weight of its membership to bear in the debate over whether CFP certificants should be held to a fiduciary standard...
On May 23, CFP Board executive director Sarah Teslik testified in front of aSenate Banking Committee hearing on financial literacy and the nation'ssavings crisis...
Financial planners with CFP certifications are mostly satisfied with their careers, despite seeing their median incomes drop in 2005, according to a new survey...