Practice

Want to avoid personal liability in, for instance, properly valuing the assets in funds you manage?

Think operations managers don't get enough respect?

Boston-Determining which asset classes and markets are currently attracting the most investor attention can be a daunting task for asset managers.

Franklin Templeton Investments announced the launch of its new online, interactive retirement center for advisors and plans sponsors on Thursday.

Franklin Templeton Investments announced the launch of its new online, interactive retirement center for advisors and plans sponsors on Thursday.

A recent paper by the Center for Retirement Research at Boston College suggests that in terms of actually being able to maintain one’s lifestyle in retirement, compared to other factors, the focus on asset allocation is largely misplaced.

Putnam Advisory, a unit of Boston-based Putnam Investments, was charged yesterday by Massachusetts state regulators with deceiving investors who purchased about $3 billion in mortgage-related securities created and sold by Putnam several years ago.

A little more than two years after the Dodd-Frank Wall Street reform bill was signed into law, a prominent Washington think tank has convened a broad range of policy experts to examine the law, to the extent that it has been implemented, and produce a substantive set of recommendations for lawmakers to consider as they mull updates to improve the financial regulatory landscape.

In spite of Medicare’s almost constant presence in the news recently, most U.S. investors still grossly underestimate how much they will need to save to cover the costs of healthcare in retirement, it emerged in a webcast last night from Wells Fargo’s retirement group.

Kevin Keller, the CEO of the CFP Board, expain how enforcement has changed since he took the helm at the company and he looks ahead at the future of the group.