The vast majority of baby boomers and their parents are deeply concerned about the current economy and the future and many are seeking outside advice, says a new survey by AARP of...
American retirement assets grew 6.7% in 2007, according to the mutual funds trade group Investment Company Institute...
Upswing CRM, a web-based on-demand customer relationship management program for financial services professionals, has announced plans to release a comprehensive upgrade on May 21. Upswing Version 2...
Despite recent studies that paint a rosy picture of how well baby boomers are prepared for retirement, a study from Barclays Global Investors paints a gloomier scenario...
Financial chat rooms and blogs are the Wild West of financial information, but that doesn't seem to matter to a lot of folks who base their investment decisions on information they pick...
A woman retiree in the U.S...
Economic turmoil, investment worries and inflation fears are making high-net-worth people less confident about their financial situations...
Fidelity Investments today said it added a portfolio modeling and rebalancing tool to its Fidelity WealthCentral platform for registered investment advisors (RIAs)...
Focus Financial Partners, LLC, a New York-based holding company with 15 independent wealth management firms and more than $27 billion in client assets, today announced that Deborah Doyle McWhinney...
Millionaires increasingly are handing the keys over to independent advisors, reports a study by Fidelity Investments...
For some advisors, the greatest economic worry isn't the housing debacle, credit crunch or rising prices. It's a Democrat in the Oval Office...
Advisor confidence in the stock market and the economy improved slightly in April after an overall decline for the past year, says the latest Rydex AdvisorBenchmarking survey...
The Financial Planning Association and McLagan Partners said yesterday they will make the FPA Practice Management Scorecard available to independent financial advisors for...
The Federal Reserve today cut key interest rates by a quarter point, to 2%, and gave a somewhat optimistic prognosis on the economy's long-term prospects...
The Conference Board Consumer Confidence Index dipped in April after a steep decline in March. The Index in April stands at 62.3 (1985=100), down from 65.9 in March...
Retirement assets in the U.S. hit a record $17...
Investors trust their financial advisors as much as their personal doctor, but they cast a sceptical eye toward both fund companies and the financial media, according to an investor...
Financial advisors can't seem to tell whether the glass is half-full or half-empty. According to a poll by MoneyShow...
A study by Kelley Blue Book Marketing Research found that the number of new-car shoppers adjusting their spending habits due to escalating gas prices has reached a record high...
Existing-home sales slipped 2% in March and are down nearly 20% from a year ago, according to figures released today by the National Association of Realtors...
