News Feed

  • When you think about apps that help you as a financial professional, your first thought may be about tools like stock market apps. These are useful, but not life-changing. Blogger Craig Faulkner offers three apps that will help every advisor build a stronger practice.

    May 3
    Craig Faulkner
    FMG Suite
  • Legislation that would streamline the registration process for broker-dealers and advisors in Florida is one step closer to becoming law, with the state senate following the lower chamber in voting to approve the measure, which now awaits the governor's signature.

    May 3
  • With the tax season behind us, what accountant mistakes or issues have you come across?

    May 3
    Financial Planning
  • The forces of global regulatory change are in high gear, and mutual fund firms need to brace themselves for the new mandates barreling in from different parts of the world. Firms need to have the regulatory and compliance resources in place to tackle these demands, but they also need to think about rebranding themselves as more than just domestic vehicles, and nurturing a new identity that conveys a fortitude to brave international regulatory waters.

    May 3
  • Former ICI President David Silver Dies

    May 3
  • Money Management Executive

    I knew I was in trouble when I approached the security line for my flight to Washington, D.C., for the start of the general membership meeting of the Investment Company Institute.

    May 3
  • Money Management Executive

    In the 29 years since its founding, Morningstar has evolved its products and company to better serve its clients. In response to the needs of institutional investors it is enhancing its database with a capability that tracks investment strategy, instead of delivery vehicle.

    May 3
  • Money Management Executive

    Income, safety and international. Those are the key words when it comes to describing the most popular mutual fund categories.

    May 3
  • Money Management Executive

    WASHINGTON, D.C. - Interest rates are at historical lows, for the fourth year in a row. The federal deficit is at or above $1 trillion, for the fourth year in a row. The economy is growing at the rate of 1.8% a year. Unemployment is 7.6% ... and that's not counting an undetermined number of Americans who have given up looking for work, out of lack of success.

    May 3
  • Two former chairs of the Senate Budget Committee – one Republican, one Democrat – said the nation can come up with a debt deal and that would lead to explosive growth in the nation’s economy. And possibly the world’s.

    May 3