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Financial professionals who hold a certified financial planner (CFP) certification can expect to generate more revenue and enjoy higher levels of client satisfaction than their counterparts without the designation, a new study has found.
July 31 -
LPL Financial reported second quarter net income of $39.5 million, down $6 million compared to $45.5 million in the same quarter of 2011. Net revenues for the second quarter of 2012 increased 1.5% to $907 million, from $894.0 million in the prior year period.
July 31 -
Financial Services Institute, the advocacy organization for independent financial services firms and independent financial advisors, has tacked on more than 2,500 advisor members with the addition of NEXT Financial Group, Transamerica Financial Advisors and The Strategic Financial Alliance as first-year members.
July 31 -
The investment solutions provider has tapped a new CEO and president and relocated two offices as it responds to recent growth.
July 31 -
Merrill Lynch Wealth Management has snapped up a financial advisor duo with $789.5 million in client assets under management months after they joined Barclays Wealth Management.
July 31 -
Volatility targeting investment strategies have gained traction in recent years, but investors should be cautious about employing them, BNY Mellon argues in a new report.
July 31 -
UBS Wealth Management Americas reported $211 million in pre-tax profit for the second quarter on Tuesday, up 28% from the same quarter last year, as the division continued to grow its financial advisor headcount.
July 31 -
On Julr 31, 2012, Kate Healy has been named the new managing director of marketing for TD Ameritrade Institutional, responsible for the development of marketing strategies and focusing on the independent registered investment advisors channel.
July 31 -
Mutual fund sub-advisor F-Squared Investments will sub-advise on the newly launched Reliance Trust AlphaSector Target Risk Collective Trust Funds, which is aimed at 401(k) plan sponsors and participants.
July 31 -
State Street Global Markets' Investor Confidence Index showed a slight increase in global investor confidence in July.
July 31
