The latest report on the state of the financial advisor profession reveals some seemingly contradictory findings about the industry...
Humberto Cruz, a syndicated financial columnist appearing in 120 newspapers worldwide, is one of eight financial planners or financial experts who will receive the Financial...
Technology solutions provider Fiserv Inc. announced Thursday a definitive agreement to buy financial e-commerce services company CheckFree Corp. in an all-cash deal valued at roughly $4.4 billion...
The Certified Financial Planner Board of Standards, Inc...
Like them or not, 12b-1 fees play a big role in the mutual fund industry...
The nation's retirement assets hit a record $16...
In its July 2007 issue, Financial Advisor magazine published its second annual ranking of independent advisory firms that offer financial planning and related...
The bad news: America's consumer society strikes again as a recent poll shows that a majority of households don't have enough money for a rainy day...
Two financial advisory membership organizations publicly oppose a proposed name change for a new regulatory organization for brokers, saying the new name will further confuse an...
Recent investment performance is the number one driver of mutual fund investor satisfaction, but consistent performance drives investor loyalty, according to a national study of...
Advisor confidence bounced back in June, according to Rydex AdvisorBenchmarking, Inc., an affiliate of Rydex Investments...
The number of wealthy people and the amount of money they control increased dramatically during 2006, with individuals in Singapore and India leading the way, according to the...
MetLife and New England Financial are starting the second year of a Financial Fellowship Program in conjunction with the American College in Bryn Mawr, Pa...
ProTracker Software, seeking to capitalize on the recent demise of PortfolioCenter Relationship Manager (PRM), has created a special offer for current PRM customers...
Symetra Financial Corp. today filed a registration statement on Form S-1 with the Securities and Exchange Commission for a proposed initial public offering of common stock...
A survey of more than 800 independent financial advisors reveals that most advisors spend less than half of their work time with their clients and more than two-thirds do not...
A recent survey of people with retirement plans, covering a wide range of ages, revealed a significant drop in confidence in the soundness of their retirement strategies and...
The annual World Wealth Report, issued by Merrill Lynch and the Capgemini consulting group, found that wealth management firms are moving toward more dynamic, needs-based...
Money manager Security Benefit today signed a definitive purchase agreement to acquire the fund company Rydex Investments for an undisclosed amount...
The CFP Board will hold its free Financial Planning Clinic on Saturday, August 4, 2007, from 10:00 a.m. to 2:00 p.m. in Boston...