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Goldman Sachs Group Inc. Chief Executive Officer Lloyd Blankfein is among the business leaders invited to the White House Wednesday as President Barack Obama seeks their support for his approach to addressing the fiscal cliff, according to two people familiar with the matter.

Symmetry Partners, a registered investment advisory based in Glastonbury, Conn., announced the release of a new mobile application for its financial advisor clients on Tuesday.

Bond investors holding significant amounts of U.S. treasuries and other high-quality credit should consider diversifying to less interest-rate-sensitive securities.

New research from Cerulli Associates finds that passive mutual fund assets have increased 95% since 2008, jumping from $572 billion in 2008 to $1.1 trillion through the first half of this year.

The Wilmington Rock Maple Alternatives Fund has dropped Whitebox Advisors as one its many subadvisors, Money Management Executive has learned.

“Our report confirms the hypothesis that investment advisors need to engage in technology to attract and retain clients in this market segment,” said Al Chiaradonna, senior vice president of SEI’s Global Wealth Services.

How many business owners have worked with an advisor to put a firm succession plan in place? Not many, but most are still confident their businesses will continue to be successful once after they retire, according to a Merrill survey.

No matter who you are, interviewing for a job can be stressful, but why? There are a few reasons and the stress makes sense when you analyze them.

Contrarian shop Dreman Value Management is nixing its lineup of five mutual funds citing a lack of investor interest, increasing operating costs and a tougher regulatory landscape.

Ed Slott, Your IRA Expert, examines the question of whether or not it is acceptable to convert an IRA to a Roth IRA and leave it to grandchildren, who are minors.