Practice

Fidelity Investments is fast becoming the mutual fund provider choice du jour among advisors north of the border.

Will FINRA’s announcement that it will consider new disclosure guidelines for recruitment incentives be a boon or bane?

While most companies seem hesitant to spend their cash, at least one company is eager to take advantage of sluggish market activity to grow.

These record levels are expected to continue through the end of the year as individuals and their advisors seek to meet charitable giving priorities while also navigating the uncertain outlook for taxes given the expiration of the Bush-era tax cuts at year’s end, according to Schwab.

Strong networking is critical if advisors want to attract defined contribution plans, according to a white paper from Franklin Templeton.

Married millionaire women are more risk averse, more interested in holistic financial planning and they may be better candidates for financial advice than their male counterparts according to research released by Fidelity on Thursday.

Advisers targeting defined contribution plans have new research to rely on.

With women on pace to take control of more wealth in the coming years, female clients represent a major opportunity for financial advisors who make a concerted effort to engage with them. This could be bad news for advisors, both male and female, who don’t understand how to communicate with women clients. This was the theme at Fidelity Investments’ Growth Strategies Forum: Engaging Women Clients, conference on Wednesday.

The co-chairman of President Barack Obama’s 2010 fiscal commission said it’s unlikely the president and Congress will reach a deal by the end of this year to avert the so-called fiscal cliff.

President Obama plans a private lunch tomorrow with his election opponent Mitt Romney, amid a face-off with congressional Republicans over taxes and spending and how to cut the deficit.