Emerging Information Systems, Inc. (EISI), a leading developer of professional financial planning software, today announced an improved version of its NaviPlan Standard...
The AIG Advisor Group Inc. this week announced organizational changes to the nation's largest independent broker-dealer network...
Fidelity Investments has launched a new Internet web-based planning tool designed specifically to help advisors manage retirement accounts for the thousands of baby boomers facing...
Van Eck Global this week launched an exchange-traded fund aimed at reaping profits from the boom in agricultural prices...
Pershing Advisor Solutions LLC today announced it hired Mark Tibergien as its new chief executive officer...
Fiduciary Network (FN), the holding company created by Mark Hurley and financed by New York investor Howard Milstein, has purchased a minority interest in Brightworth, an...
Laserfiche, a leading provider of digital document management systems to financial advisors, announced today the release of Intuition, a new desktop software application designed to specifically...
Pre-retirees significantly underestimate the length of their retirement years and how long their savings will need to last, according to a report released Wednesday by the Fidelity Research...
There are two ways to interpret the recent survey of financial advisors done by Schwab Institutional: They're optimistic about economy, or they're not as optimistic...
Registered Investment Advisors (RIAs) raised their fees for assets under management fractionally to 1.00% in 2006 from 0...
The Financial Industry Regulatory Authority (FINRA), the regulatory organization overseeing broker/dealers, recently initiated a "sweep" examination of broker/dealer practices...
Western Alliance Bancorp, a fast-growing Nevada-based financial services firm, has acquired Shine Investment Advisory of Englewood, Colo...
Independent broker/dealer National Planning Holdings (NPH) has teamed up with FP Transitions to provide succession plannning and practice acquisition services for its...
The number of registered independent advisors will grow dramatically in the next five years and competition in the industry will substantially increase, requiring new...
The Securities and Exchange Commission will hold its second annual Seniors Summit on Sept. 10 at the agency's Washington, D.C., headquarters...
Schwab Institutional rolled out a new trading tool this week that's incorporated on its website and is provided free of charge to all Schwab Institutional advisors...
National Regulatory Services (NRS), a national compliance consulting firm in Lakeville, Conn., recently announced that they have acquired ComplianceMAX Financial Corporation of San Diego, Calif...
The Financial Planning Association and JA Worldwide (Junior Achievement) announced a joint effort to advance educational programs that help improve the financial literacy of...
China trumps the United States as the dominant economic power and will continue to do so in the future, according to a survey by Schroder Investment Management North America...
Will your clients have enough income to live comfortably until age 90, 95, or even 100? How much can they safely withdraw from their nest...