Showing Your Value to Clients With Your Planning Software
If you're used to working with Windows, you can be more efficient using eMoney to organize client files and give them access to their own website.
The Pharrell Williams of Advisors?
Much like Pharrell Williams sings in "Happy," Donna Skeels Cygan feels that happiness is the truth for her clients.
A 401(K) Plan With Real-Life Behavior in Mind
The Dream Forward plan, to be launched for the public soon, shows participants how to balance retirement savings with short-term goals.
Top 20 Richest Colleges of 2014: The Biggest Endowments
Healthy investment returns allow schools to fund a larger portion of their budgets from endowments.
Ameriprise Earnings Disappoint but Assets Under Management Grow
Advisor fees and commissions at Ameriprise rose 11% to $505,000 per capita.
IRS Ripped at Hearing Over Service Cuts to Taxpayers
The IRS commissioner countered that budget cuts had constrained the agency's capacity to help taxpayers during filing season.
Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar
Dalbar’s latest investor behavior study shows, for the 21st time, that investors are their own worst enemies and that advisors can be their best friends.
HighTower Adds $500M Ex-Oppenheimer Advisor
Providence, Rhode Island-based Carol Nulman says women continue to be underserved by the financial industry.
TD Ameritrade Misses on Q1 Earnings
In the coming months, the firm will decide whether to focus on growth through marketing and salespeople or technology, or both, CEO Tomczyk says.
Americans Feeling More Financially Secure: Bankrate Index
Americans feel better about their job security, debt levels, net worth and overall financial situation than they did a year ago, according to Bankrate.com.