Practice

In a sign that the economy has a long way to go, U.S. small business owners’ confidence hit its lowest point in 29 quarters, according to the latest Wells Fargo/Gallup Small Business Index, conducted in July.

The insurance company made a series of changes to its college-savings program, including a new business relationship with Upromise and new age bands in the age-based portfolios.

Eleven-year veteran with the company begins new appointment immediately.

Although women controlled approximately 27%, or $20.2 trillion, of the world’s wealth in 2009, over half of women feel wealth managers could be better meeting their financial needs, according to a Boston Consulting Group global study released on Thursday.

Fidelity sees increase in “breakaway” teams going independent; others maintain that wirehouse channel is the place to be.

Investors increasingly opt in to automatic investment accounts like target-date funds.

After nearly a month of delays, the Senate was expected to pass a bill late Wednesday that would create a $30 billion small-business lending fund.

Too few women have a detailed financial plan in place, according to a Prudential Financial study, something that can impact their financial security in the long run.

Advisors gather at Boston University to trade ideas on how to build a better practice.

Despite efforts by most financial services companies to get investors to use more online tools for financial planning, most affluent individuals still prefer to work one-on-one with a trusted advisor.