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In order to make better financial decisions, investors need simple, easy-to-understand disclosures written in plain English and provided before they hire a planner, the CFP Board recommended to the SEC.
March 26 -
The Dow Jones Industrial Average stormed up 160.90 points to 13,241.63 Monday after Fed Chairman Ben Bernanke indicated the central bank might continue easing its monetary policy to support the economy if the nations high unemployment rate remains unchanged.
March 26 -
J.P. Morgan Worldwide Securities Services today said that it has been appointed by Yorkville ETF Advisors, LLC to provide custody and exchange traded fund transfer agency services to its newly launched Yorkville High Income master limited partnerships ETF.
March 26 -
Portland, Ore.-based Invest n Retire, LLC, a record keeper for tax-deferred retirement plans, has appointed Agustin J. (Gus) Fleites as chief executive officer.
March 26 -
The independent broker-dealer network National Planning Holdings, Inc. has named Frank Hayn vice president of retirement plans.
March 26 -
Is today's pain at the pump tomorrow's barrier to recovery? asks J.P. Morgan Funds Market Strategist Andrew Goldberg. There is a precise quantitative relationship between changes in energy prices and economic growth, with high oil prices impacting GDP. The longer answer to the question is at this moment still uncertain. There are good arguments on both sides regarding the future direction of the price of oil, and hence the duration of pain at the pump and how it could affect the strength of continuing recovery of the US economy.
March 26
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Benjamin F. Edwards & Co. has tapped Wells Fargo to hire a three-member advisory team to staff its new Ohio office, and also added a new financial consultant in Illinois.
March 26 -
Fifth Third Securities hires regional investment manager for Northern Ohio and Western Pennsylvania.
March 26 -
Horizon Investments has launched a no-load actively-managed mutual fund that invests in exchange-traded funds.
March 26 -
Heres an interactive slide show detailing five important facts every financial advisor needs to know about actively managed ETFs.
March 26
