The Foundation for Financial Planning Adds More Projects
By Kara P. StapletonThe Foundation for Financial Planning (FFP) supports a wide range of projects across the U.S. that include pro bono financial advice and outreach programs to a variety of groups including low-income families, high school students, and victims of disasters such as Hurricane Katrina. Fidelity's National Financial has joined forces with...
July 24, 2007
Schwab Posts Strong Second Quarter; SI Assets Up to $556 BCharles Schwab Corp. on July 17 reported a 16% jump in net income to $292 million for its second quarter ended June 30, on revenue that rose 10% to $1.205 billion.
July 23, 2007
Fidelity Looks to Make More MatchesFidelity Investments announced July 22 that it would expand the Wealth Advisor Solutions program to New York, Connecticut, New Jersey, and southern California. Wealth Advisor Solutions matches high-net-worth Fidelity clients with a select group of registered investment advisors that have the capabilities that the clients are looking for.
July 20, 2007
What a Difference a Week MakesIn my last blog I wrote about the feeling of being overwhelmed by all of the tasks set before me. As we all know, if...
July 13, 2007
Baron Funds Taps State Street for Mutual Fund ServicesBaron Funds said it would consolidate custody, fund accounting, and fund administration services for its $18 billion in mutual fund assets at State Street.
July 13, 2007
Define What Needs to Be Done, Then Do So EfficientlyI find myself swimming in a sea of complexity; much of it is my own doing. As the initial momentum of starting a business has...
July 05, 2007
The Source and Structure of FeesWe had some good discussions in this space over the past few weeks about the frequency of the advisor fee deduction. This week I'd like...
July 01, 2007
McWhinney Out, Goldman InDeborah McWhinney, president of Schwab Institutional (SI) since 2001, resigned her position on May 18, and has been succeeded by Charles Goldman, SI's COO. As...