High school students continue to lack a full understanding of key financial concepts, but their financial literacy is improving-albeit slowly...
Lynn Hopewell, a former CIA officer whose ideas pioneered the development of retirement planning software, died on March 28 at Inova Fairfax Hospital in Virginia...
Financial Profiles has announced the release of its much anticipated Universal Desktop Application (UDA), the new platform containing its planning and needs analysis tools...
SunGard recently announced an upgrade to PlanningStation, their browser-based financial modeling and planning solution for financial advisors...
Investors' desire to invest with their conscience, as well as their money, is on the rise, according to a new report...
Advisors are paying more attention to their clients' property/casualty and liability insurance needs, according to a new survey...
Tiburon Strategic Advisors Principal Chip Roame will kick off the firm's 10th annual CEO summit next month with an address on the state of the financial services industry...
Fidelity Investments has introduced a tool that helps reps plan out the transition to an RIA practice. The online guide is available at ria.fidelity...
The Financial Planning Association says its annual retreat this year will focus on "both the art and science" of financial planning...
Industry experts seem to agree that the demand for financial advice is running high, but people's willingness to follow the advice may be another matter...
The lack of retirement planning on the part of affluent baby boomers continues to be an area of potential opportunities for advisors, according to a recent survey...
Financial Advisor is launching a special annual ranking of independent advisory firms that offer financial planning and related services along with investment management...
The Financial Planning Association has teamed up with the National Endowment for Financial Education to create an online life-stages financial planning tool...
A new report claims that recent revisions in the federal bankruptcy laws have made bankruptcy more costly and complicated-worsening situations for consumers who are facing...
Morningstar Inc. has launched an index that allows income-focused investors to prioritize dividend yield...
AST Trust Company, a division of American Stock Transfer & Trust Company, has acquired Capital Trust Co...
Interest in hedge fund investing has cooled somewhat over the past two years, but Schwab Institutional says its advisors have steadily steered client money into its hedge fund...
TD Ameritrade Holding Corp. is offerings its institutional services clients access to a branded version of Morningstar's Advisor Workstation...
The Financial Planning Association has announced its annual retreat will be held in Scottsdale, Ariz...
Intuit Inc. announced today that PortfolioMinder, their new Web-based portfolio management service, will be available to independent financial advisors before the end of...