by
Karen DeMasters
SVPs are chosen for the compliance and operations and technology councils.
by
Kathy Lynch
David Glazer named portfolio manager of Pioneer Global Equity Fund.
by
Karen DeMasters
UCLA and The Retirement Advisor University have developed a CE designation for financial advisors specializing in defined contribution retirement plans.
by
Jim McConville
DoubleLine Capital has hired two portfolio managers and partners for a new affiliate to help expand the firm’s product line-up into equity investment strategies.
by
Dan Moisand
A recent court case and the proliferation of elder financial abuse begs the financial planning profession to establish more clarity about our obligations, says our columnist Dan Moisand.
by Edward Glaeser
The National Bureau of Economic Research declared that the U.S. recession ended in June 2009, yet 2012 didn’t look like much of a resurgence.
by
Bloomberg News
Investor demand for low-cost stock and bond funds drove expansion in the fastest-growing segment of the asset management industry.
by
Karen DeMasters
People with government pensions are more confident about having money in retirement than those without pensions, according to a new survey.
by
Jim McConville
Finra cited the firms for using municipal and state bond funds to pay lobbyists.
by
Karen DeMasters
An anti-smoking crusade is being taken to movie companies by shareholders who are filing resolutions asking that movies designed for young people eliminate smoking or have R ratings.
by Jim McConville
Survey respondents say jobs growth should trump reducing the budget deficit and ending political deadlock as job one for President Obama.
by
Jim McConville
Large families, unmarried parents, women and those with common health concerns are susceptible to insurance coverage gaps that could leave them financially shorthanded.
by Sam Knight
Consumers are not benefiting from much of the advice that financial advisors give, says this new book.
by
Bloomberg News
Investors bold enough to buy junk-rated Greek bonds in January have earned twenty times more than owners of top-rated German debt this year even after the biggest ever sovereign restructuring.
by
Bloomberg News
Spending by U.S. consumers climbed in November as Americans pushed aside the threat of higher taxes next year, buying gifts for the holidays and making up for shopping lost to superstorm Sandy.
by
Bloomberg News
Peter Madoff, who pleaded guilty to aiding Bernard Madoff’s fraud while claiming he didn’t know his older brother was running a vast, decades-long Ponzi scheme, was sentenced to 10 years in...
by
Jim McConville
Washington Wealth Management (WWM) has hired Morgan Stanley veteran David Richman to serve as its market area director for Southern California, where it plans to open at least three new offices...
by
Jim McConville
Financial advisors are optimistic their revenue will grow faster in 2013 than it did this year, when results fell short of their expectations, a new survey says.
