News Feed

Grabbing a top executive from one of the world's premier technology companies, LPL Financial has nabbed a top technology officer from Dell Inc. to help lead the independent broker-dealer's technology effort.

Charles Schwab's not the only fund firm grabbing headlines with its tech updates.

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

Morningstar today unveiled its nominees for the Morningstar Domestic-Stock Fund Manager of the Year award.

Raymond James will be instrumental in helping the program transition to fee-based business from transaction-based business.

The Board of Trustees of the Altrius Small Cap Value Fund, a series of the Northern Lights Fund Trust, has decided to liquidate the fund on December 28, according to a Securities and Exchange Commission filing.

The Office of the Comptroller of the Currency recently graded the 19 largest banks on five factors designed to gauge how well they are being run. The results are shocking.

While the retirement outlook may not be bright for many pre-retirees, those who worked with advisors were twice as likely to have accomplished at least some planning activities, according to the study.

Genworth Financial Wealth Management, a unit of Genworth Financial, hired Daniel Courtney to the newly created position of president of the asset management division.

Abraham Lincoln is one of the most notable examples of someone dying without a will. This begs the question, what happened to Lincoln’s estate after he died?