Practice

Investment education company FiPath has hired Michael Turgeon as managing director of Advisor Services.

Nearly one out of four pension plan participants invest solely in target-date funds, according to new research released from The Vanguard Group—a six-fold increase over the past five years.

FINRA developed a more robust market surveillance and whistleblower group. And the regulator recently imposed rules that require firms to report violations.

Marketing expert Marie Swift offers up some tips for advisors looking to restore their creativity, intuition and communications skills.

More than half of those surveyed have investable assets of less than $25,000.

Although defined contribution fund managers pay lip service to global investment opportunities, many DC plans actually have a “home bias” in their investments and are severely underweighted in their overseas exposure, according to a paper released by OppenheimerFunds, Inc.

The Vanguard Group, Inc. has doubled its sales force, to 220 staffers, serving financial advisors in an initiative to promote its exchange traded-fund products.

Although many defined contribution fund managers pay lip service to global investment opportunities, many DC plans actually have a “home bias” in their investments and are severely underweighted in their overseas exposure, according to a paper released by OppenheimerFunds, Inc.

Legacy expert attorneys Andy and Danielle Mayoras say the pop star's been very busy lately but it remains unclear what – if any – decisions she’s making herself and illustrates the importance of informed legal and estate planning regardless of your station in life.

Ahead of yesterday’s Women Advisors Forum in Boca Raton, Fla., we caught up with Eleanor Blayney, president of Directions for Women, on why attracting female clients is crucial.