News Feed

Legacy expert attorneys Andy and Danielle Mayoras say the pop star's been very busy lately but it remains unclear what – if any – decisions she’s making herself and illustrates the importance of informed legal and estate planning regardless of your station in life.

BlackRock is looking to do some good while doing well at the same time with its latest values-based exchange-traded fund focusing on human rights.

Shoe leather isn’t always enough to build a book of business, particularly for young advisors starting out. Doug Leonzi, No. 22 on BIC’s Top 50 Bank Rep list, reflects on the importance of a senior advisor who crossed his path.

ETFs have seen rapid adoption by investors and advisors in recent years, but while the products themselves are known for their liquidity and transparency, what’s less understood is the tax bite some may deliver at the end of each year. With this in mind, Financial Planning spoke with Adam Patti, CEO of IndexIQ, to talk taxes and ETFs.

The San Francisco company has not made it easy for fund families to work through its online platform, featuring five incompatible sites. That's about to change, with an Investment Manager Gateway.

Ahead of yesterday’s Women Advisors Forum in Boca Raton, Fla., we caught up with Eleanor Blayney, president of Directions for Women, on why attracting female clients is crucial.

Legg Mason, Inc. today reported preliminary assets under management of $638 billion as of February 29, 2012, an increase of up 1% and some $7 billion over January’s AUM. The firm managed $677 billion last March.

Focusing only on group long-term care, carrier cites economic influences as basis for decision.

Charles Schwab Investment Management, Inc. has filed paperwork with the SEC to launch active exchange-traded funds, which are getting a lot of buzz courtesy of PIMCO’s latest offering and iShares’ proposed fund.

On the heels of Bill Gross’ latest active exchange-traded fund, BlackRock has thrown its hat into the active ETF space with a proposed offering of its own.