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Look for more flexible offerings from MFS Investment Management thanks to new funds in its target date suite.

Going into November with elections right around the corner, millionaire households listed what was worrying them most in planning for their financial futures.

Two members of CFP Board’s disciplinary and ethics commission also resigned; chairwoman-elect Kistner will start her term early.

The Epiphany Funds Trust has appointed Mutual Shareholder Services as its transfer agent, administrator and fund accounting firm effective November 1, according to a Securities and Exchange Commission filing.

All wealth management firms have generally the same commission structure: bigger producers keep more—and it works. Yet, this is the opposite of our tax structure.

Henderson Global Investors is liquidating two international equity funds in December.

But the increase comes from the fact that more banks began reporting for the first time— an apples-to-apples comparison is not so rosy.

Mid-sized banks that mostly let Wall Street and small firms speak for the industry during the debate over the Dodd-Frank Act have decided it’s time to carve out their own agenda in Washington.

Bill Gross, who runs the world’s biggest mutual fund at Pacific Investment Management Co., said there is no evidence that investment is being spurred by the Federal Reserve’s quantitative easing program.

Moody's Investors Service, Standard & Poor's and Fitch Ratings directors say Hurricane Sandy could create a downward impact on a few of the most severely impacted credits