Practice

The presumptive Republican nominee has given almost no details about his plan to replace the Dodd-Frank Act.

If you think social media investing is about pajama-wearing day-trading amateurs, Covestor aims to prove you wrong.

On May 14, 2012, Jefferson National added a handful of alternative mutual funds to its VA lineup.

Financial firms can ‘outsource’ almost any operation, from reporting to trade processing to customer support, to the computing cloud, anywhere in the world.

Mutual fund operators are beginning to use cloud services offered by NYSE Euronext, in its 10-month old launch of a platform for worldwide use of computing resources by financial firms.

There are a growing number of advisor-focused "value-added programs" that fund firms are using to lure top producing and other advisors to sell their wares to investors.

Women advisors need to stop excluding themselves from male-dominated events if they want to continue rising through the ranks, advisors said at the NAPFA National conference in Chicago.

For Mother’s Day, millions of American women could use the gift of solid retirement planning. But before offering investment advice, wealth managers need to know the challenges women face. Here are 10 of the biggest.

Tom Nally, TD Ameritrade Institutional’s new president said during a keynote address at NAPFA, that when it comes to appealing to women investors, advisors can't "just think you can change your font to pink and you have it covered."

On May 11, 2012, Mary L. Schapiro said the Securities and Exchange Commission intends to directly “confront’’ a new round of long-term reforms to the nation’s money market mutual funds.