Focus Financial Partners announced today it acquired WESPAC, an Oakland, Calif.-based registered investment advisor and benefits administrator with more than $1 billion in assets...
The Securities and Exchange Commission this week released its July 2008 compliance letter that identifies common deficiencies and weaknesses found by examiners during recent...
More advisors are using alternative investments to help round out clients' portfolios, but alternatives still make up only a small proportion of investments, in part because...
Despite the flagging economy and turmoil in the financial services industry that includes massive layoffs on Wall Street and beyond, job postings and applications in many...
Housing's sad song continues its doleful melody, as existing-home sales slumped 2.6% in June to a seasonally-adjusted annual rate of 4.86 million units, or 15...
Fidelity Investments said Wednesday it hired Wall Street executive Joseph A...
Scottrade Advisor Services, a provider of custodial and institutional trading services for independent investment advisors, recently announced it selected Scivantage to provide technology tools...
New Hampshire this month became the first state to pass a law aimed at curtailing the misleading use of senior and retiree financial designations that is based on a model rule...
Pain at the pump is evidently getting to financial advisors, too, as 48% of advisors polled said that addressing the nation's energy needs should top the agenda during the first...
Bryn Mawr Bank Corp. has entered a purchase agreement with Lau Associates of Wilmington, Del...
The Certified Financial Planner Board of Standards, Inc...
The trifecta of rising medical costs, increasing longevity, and vanishing pension plans and retiree medical benefits threatens to price most people out of a comfortable...
If fund managers don't invest in their own funds, should you?
According to a recent survey by Morningstar, funds that make the investment research...
Despite market turbulence in the second half of 2007, the total wealth of the world's high-net-worth individuals rose 9.4% last year, to US$40...
The markets got clobbered last month, and that's reflected in the confidence levels of both affluent investors (those with $500,000 or more in investable assets) and...
Emerging Information Systems Inc...
In what could quickly lead to a bankrupt retirement for many folks, 43% of people surveyed by MetLife believe they can withdraw 10% or more annually from their retirement savings while still...
Aberdeen Asset Management on Tuesday said that shareholders approved the reorganization of the 26 Nationwide mutual funds it acquired last October. They are now called the Aberdeen Funds...
A $26...
The party had to end sometime: After a several-year run of explosive growth, Asian markets-particularly China and India-have hit the skids...
