Financial Advisor

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Fed Easy Credit End Becomes Debate Over QE3 Escape

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Federal Reserve Chairman Ben S. Bernanke says the end of the central bank's bond buying won't constitute a move toward tighter policy...

Pentegra Retirement Services Appoints Senior Vice President And Chief Operations Officer

by FA staff

Retirement industry veteran Michael Palmiere joins firm.

Flight Of The Phoenix

by Eric Rasmussen

AIG’s aggressive Advisor Group subsidiary, with a new firm and reps in tow, still hopes to build a national presence—but not a national brand.

28 Times A Year

by Joel P. Bruckenstein

That’s how often elite advisors contact their clients, and Zywave says it can help you do that, too.

Next Generation Success Depends On The NextGen

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Tom Nally talked about the next generation of clients and the next generation of advisors at last week’s TD Ameritrade Institutional national conference.

Top Guns Share 10 Tips

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Industry thought leaders attending TD Ameritrade Institutional’s national conference shared their ideas about best practices.

Fiduciary Counselors Hires Senior Advisor

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Ivan Strasfeld brings in-depth knowledge of ERISA to new position.

Many Adult Children Favor Parents' Money Handling

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Adult children admire their parents' financial acumen, but the admiration doesn't go both ways, says a new study by Fidelity Investments.

CFP Board Gets Social

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The CFP Board has developed a guide to help advisors more effectively use social media for business purposes.

TD Ameritrade Unveils Financial Planning Scholarships

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TD Ameritrade Institutional is granting scholarships and a school grant to encourage young people to enter the ranks of financial advisors.

Financial Advisor Sentenced For Fraud

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A former independent financial advisor from Roanoke, Va., who bilked mostly senior citizens out of nearly $1 million, was sentenced to 40 months in prison Wednesday.

DoubleLine May Close Total Return Bond Fund

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DoubleLine Capital, one of the fastest-growing mutual fund start-ups in the country, may close its flagship fund, DoubleLine Total Return Bond, because the firm does not want it to get much...

fi360 Appoints Senior Vice President Of Marketing

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Jaleen Edwards will develop strategies to support firm’s expansion of products and services.

Edelman Financial Services Opens Office

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Firm now has 32 offices in 13 states.

Commonwealth Financial Adds Three Advisor Affiliates

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Commonwealth Financial Network has added three independent financial advisory firms as affiliates.

Buie Named Chair Of Foundation For Financial Planning

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Elissa Buie, CEO of Yeske Buie wealth management firm in Vienna, Va., and San Francisco, has been named chair of the Foundation for Financial Planning.

Fidelity Charitable Sets Record For Contributions

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Fidelity Charitable, an independent public charity with a donor-advised fund program, has set new records for total contributions and for grants.

CFP Board Appoints Chairs For DEC, Three Councils

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The CFP Board today announced the chairs of its ethics commission and three advisory councils for 2013.

Falling Global Stock Correlations Are A Good Sign For Investors

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The lockstep moves in global stocks that dominated equity markets for six years are breaking down at the fastest rate on record, a sign investor confidence is finally returning.

RIA M&A Action Up (And Down) In ’12

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The number of deals in 2012 declined for the second straight year, but transaction values rose versus 2011.

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