Practice

A new Wells Fargo retirement study focusing on affluent Americans reveals that women are much less confident than men when it comes to their retirement savings.

Nasdaq OMX Group and a European provider of direct access to securities markets said they will provide “dynamic” pre-trade, at-trade and post-trade controls to broker-dealers serving high-speed trading firms.

Legacy expert attorneys Andy and Danielle Mayoras say there’s no doubting the greatness of Martin Luther King Jr. However, he made a mistake common among millions of Americans: He didn't have a will.

The new Department of Labor 401(k) fee disclosure rules that go into effect on April 1 will radically shake up the industry, according to Tom Gonnella, senior vice president of corporate development at Lincoln Trust, who gave six predictions for the defined contribution industry in 2102.

Before putting a bow on 2011, advisors and their clients should take the time to nail down these four key aspects of their finances to ensure financial planning success in 2012, according to M&I, a part of the BMO Financial Group.

The new Department of Labor 401(k) fee disclosure rules that go into effect on April 1 will radically shake up the industry, according to Tom Gonnella, senior vice president of corporate development at Lincoln Trust, who gave six predictions for the defined contribution industry in 2102.

Bank of the West has hired senior marketing executive Brian Katz to head up the Wealth Management Group’s newly created Banking and Sales Strategy unit.

Cloud computing, software-as-a-service and Big Data cited by Fidelity’s technology portfolio managers as the high-tech trends to watch.

Bank of America Merrill Lynch said it will market a broker-neutral trading platform named Thunder, to institutional customers in Asia.

In nearly 90% of high-net-worth households, women are either the sole decision maker or equal partners in decisions on charitable giving, according to a Bank of America Merrill Lynch survey in conjunction with The Center on Philanthropy at Indiana University.