The Financial Planning Association (FPA) has stepped up its opposition to the CFP Board's proposed ethics code changes, with FPA President Daniel B...
PIE Technologies Inc. announced today the release of an upgrade to MoneyGuidePro, their popular comprehensive, online financial planning solution...
Harold Evensky and Lynn Hopewell were named the
joint recipients of this year's Skip Viragh Award,
which is to be presented at the Financial Advisor
Symposium in Chicago on...
Financial planning software has yet to win over the
bulk of advisors, with many of them feeling today's products are "just
OK," according to a new study...
As one of the outspoken critics of the SEC rule that
exempts fee-based brokerage services from Advisers Act regulation, TD
Ameritrade Institutional has argued the rule confuses...
Emerging Information Systems Inc...
Portfolio Systems Inc. is offering discounted training and technical support to those impacted by Intuit's exit from portfolio management...
Almost seven months to the day after announcing the release of PortfolioMinder, their new low cost, Web-based portfolio management service, Intuit will today announce plans to...
AdviceAmerica, Inc., a Fremont, Calif...
The banking industry's dominance in personal trust services is beginning to slip, according to a new study.
Personal trust
assets held by U.S...
Fidelity
Investments has upgraded its Advisor 401(k) platform to take advantage
of opportunities offered in the Pension Protection Act of 2006...
Dealing with the pension and IRA issues of the more than 76 million
baby boomers nearing retirement will be the subject of a day-long
seminar by The American College...
Separately Managed Account Survey
September 2006 Financial Advisor Magazine
Emerging Information Systems Inc., the developer of NaviPlan financial planning software today announced the acquisition of Financial Profiles Inc...
If you're a bond fund manager in the U.S. looking for returns, where do you go?
For at least one manager, the answer is, across the...
LPL Financial Services announced today it has agreed to buy Uvest Financial Services of Charlotte, N.C...
One-stop shopping for all financial service needs remains a
pie-in-the-sky concept that has yet to be embraced by affluent
investors, according to a new survey...
The American College will launch a three-day series
of lectures and seminars in November that will conclude with the
school's 77th commencement ceremony...
Advisor confidence perked up in July despite continued worries over oil
prices, interest rates and the cooling real estate market, according to
the Rydex Advisor Confidence...
Bill Carter-an advisor and a Dallas area community leader-has been named the recipient of the Financial Planning Association's 2006 P. Kemp Fain, Jr.,...
