Donna M. Mitchell

According to BlackRock, if broker-dealers end up losing money on those fees, they will eventually compensate by serving clients on advisory programs called wrap accounts.

The company plans to raise about $445 million by selling 15.6 million shares at a price range of some $28.50.

Joanne Frawley has worked at a string of prominent firms in her financial services technology career, but she never felt those companies shared her level of motivation for providing portfolio performance data that strictly adhered to industry standards.

Valli Kindred and Chad Stephens together manage $170 million, from which they generated $1.7 million in production, according to the company.

Jensen Portfolio tops the list of domestic, large-cap funds

The effects of the financial market meltdown from 2008 are still unfolding, as companies cut benefits and unemployment stagnates. Many women are responding by shouldering more financial responsibility in their families, which helps explain why they are so driven to learn more about their retirement finances.

It is one thing for investment fund providers to talk about the expanding number of investment opportunities overseas. When a heavy hitter like BlackRock’s iShares appoints a strategist to cover foreign markets, however, it says the industry has developed a solid worldview on investing.

Nationwide says that quality of life for high-net-worth retirees could slip sans annuities.

According to Morningstar, Alaska, Maryland, Nevada, Ohio and Virginia are all considered best in class across five performance areas.

The company offers a way for advisors to gauge bond prices amid the retail investor market.

Making the switch to state supervision is the hardest part. After that, monitoring is comparatively light.

The newly appointed president and chief executive officer at Jackson National Life Insurance Co., knows what it is like to be a financial advisor dealing with variable annuities.

According to Allianz, 97% of surveyed younger boomers say the U.S. is in a retirement crisis.

Just 11.2% of private-sector establishments offer health benefits to early retirees.

After developing a new performance-reporting service among smaller firms, Morningstar rolls out its service for broker-dealers.

A year after creating a dedicated transition management group, Fidelity Capital Markets, has appointed Kevin Byrne to lead the growing practice.

Running an independent wealth management firm with 70 to 80 advisors sounds like a machine of an operation, but Paul Beideman, the chairman and chief executive of Merion Wealth Partners, wants to ensure that each advisor has a personable relationship with his or her clients.

New York firm investigates arbitration claims as independent broker-dealer undergoes hearings on Massachusetts charges

Younger policyholders also see whole life insurance as a dynamic financial planning tool, particularly as a source of post-retirement income.

The Russell Frontier Index offers broad coverage of African countries, which had been previously underrepresented.