News Feed

As banks nationwide struggle to process troubled assets off their books, middle market companies have not been able to get the loans they need to grow. Private money is stepping in to fill that gap – and providing yields that planners are seeking for their HNW clients.

Many investors put off making final IRA contributions until the last minute, and now Fidelity Investments has an app for that.

The first 725,000 Smith Barney customer accounts moved over to a fresh Morgan Stanley system over the President's Day Weekend. Algo-driven, personalized training of financial advisors and client support personnel is key to the move of records involving nearly $1 trillion in assets.

UHY Advisors, known as a tax and business consulting firm, is branching out into new territory with the hire of two estate planning specialists.

The Principal Financial Group has entered into a definitive agreement to buy a 60 percent stake in Claritas Investments, Ltd., a Sao Paulo-based mutual fund and asset management company with more than $1.8 billion in assets under management.

Insurers will need to rethink product offerings as policymakers are now looking beyond the once-vaunted 401(k).

Wedbush Securities has launched a trading platform provider that the firm says will dramatically speed up trades for fund managers and other institutional investors, as well as give them better control over their transaction costs.

The CBOE Futures Exchange reported that February 2012 was the second most-active trading month in its history with volume totaling 1,340,780 contracts.

Here’s an interactive slide show detailing the best investment ideas for this election year from seven financial advisors practicing throughout the country.

The Dow Jones Industrial Average gained 28 points to finish at 12,980.30 Thursday while tech stocks lifted the Nasdaq 22 points to end at 2,988.97.