Succession & Valuation
"Right now in the industry there's about a 20% adoption rate for independent practices or practitioners to have a continuity or succession plan in place,"...
March B/D Briefs: News & Products
Commonwealth Financial Network announced in late January that Wayne Bloom, its managing principal of wealth management, will succeed Chairman Joseph Deitch as CEO effective immediately...
Behind the Numbers with Jeffrey Kleintop "The current quarter is going to be a tough one economically--probably the worse of the recession--and earnings will reflect that...
Numerology: ETFs on the Rise
Assets in ETFs have turned around after a three month decline in the fall of 2008, with the asset level growing by 11.9%, or $56.6...
? The Financial Planning Association's Board voted to lay off 10 full-time employees to match an anticipated 15% drop in revenue for FY 2009-2010, which...
Van Kampen Funds Inc., a subsidiary of Van Kampen Investments Inc., launched the Van Kampen Global Tactical Asset Allocation Fund, which seeks to achieve diversification...
Fidelity Investments announced that Norman Malo, president and CEO of its clearing firm, National Financial, will retire from the company effective March 2009. Malo joined...
Retirement Behind the Numbers: More Americans Plan on "Unretirement"
"The Unretirement Index, after polling American workers in August 2008, polled them again in December," said David Jacobson, associate director with Sun Life Financial. "As...
Giving Back: A Firm of Philanthropists
THIS MONTH'S HONOREE The individual: Todd Morgan & Bel Air employees The firm: Bel Air Investment Advisors The cause: New Millennium Secondary School, Habitat for Humanity, City of...
The Obama Budget: The Effect on College Savings Programs
Tax credits, grants, and a Federal takeover of student loans are on their way or proposed