Retirement News & Products
Recent research by the Investment Company Institute (ICI) found that despite a 40% drop in the U.S. stock markets last year, the vast majority of...
Losing May Mean a Move to Cash
"The current financial crisis has had a dramatic impact on America's millionaires, reducing their net worth substantially and threatening their ability to maintain both lifestyles...
Who's Investing Where?
"Nearly half of U.S. households own equities or bonds, a significant increase during the last two decades, however, ownership of these investment assets has declined...
B/D Briefs News & Products
Making a final determination on a long anticipated decision on whether equity indexed annuities (EIAs) are insurance products or securities, the SEC voted December 17...
Barclays' Launches Two International Treasury Bond Funds
Barclays Global Investors has launched the iShares S&P/Citigroup International Treasury Bond Fund and the iShares S&P/Citigroup 1-3 Year International Treasury Bond Fund.
Advisors Feeling Overwhelmed
As markets fluctuate and clients demand more ttention, maintaining a balance between physical and mental health is essential to the quality of planner's businesses
"We at Alger have been expanding our charitable activities in both participation and donations for about seven years now, trying to focus on giving back...
? Three of the largest organizations of financial planners--the CFP Board, the FPA, and NAPFA--announced that they are holding a series of exploratory meetings to...
Fidelity Institutional Wealth Services said December 9 that 25 of its affiliated RIAs are using its WealthCentral platform, the Web-based, integrated wealth management platform that...
? The FPA named Tom Potts as president-elect for 2009. In addition, six new members were elected to the FPA's board--Michael Branham, Diana DeCharles, Paula...