Practice

It'll be a happy new year for Gemini Fund Services, which has announced a major achievement for its Northern Lights shared trusts.

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How loyal are your clients? You might be surprised. Only 57% of investors surveyed said their financial advisors were proving their worth, according to a Fidelity report.

Putnam Investments is looking to hire three defined contribution investment only wholesalers to join its DCIO sales team.

Three industry veterans with 80 years combined experience have joined Raymond James in Fort Lauderdale, Fla.

The Internal Revenue Service said Thursday that low- and moderate-income workers can take steps now to save for retirement and earn a special tax credit in 2012 and the years ahead.

States are creating fiscal risks for themselves by neglecting to control the costs of tax incentives for economic development, according to a new report from the Pew Center on the States.

House Republicans continued their attacks on the Volcker Rule on Thursday, arguing it was unnecessary and overly complex just a day after Federal Reserve Board Chairman Ben Bernanke signaled regulators were close to finalizing it.

Financial crises will not be a suitable excuse for oversight in suitability according to the regulator’s decision against Merrill Lynch.

Potential tax increases influence timing and structure of gifts but not so much the amount, according to Bank of America’s study of High Net Worth Philanthropy