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Declining rates notwithstanding, divorce will always be an issue to contend with among high-net-worth clients.
February 6 -
A regional team of former representatives at Bank of America Merrill Lynch have launched their own independent advisory firm, affiliated with Focus Financial Partners.
February 6 -
The performance benchmark for stocks in developing countries, the MSCI Emerging Market Index, has grown at almost 21% annually over the past three years.
February 6 -
Hatteras Funds CEO Brian Jacobs predicts there will be an increasing convergence between the mutual fund and hedge fund worlds as more companies seek to offer hedge fund strategies to mass-market investors.
February 6 -
Vanguard has launched a new target retirement fund for Generation Y investors that will lay the foundation broad diversification among the major asset classes and low costs--and start them on the road to successful investing.
February 6 -
It's the year's hottest initial public offering, but some wealth managers find themselves having a hard time recommending Facebook to their clients.
February 6 -
Morningstar research finds that 50 mutual funds have stakes in Facebook. Heres who has them.
February 6 -
UBS is expanding its compliance database to include information on environmental and social risks, which will be applied to companies, prospective sourcing partners and investment clients to ferret out controversy that could impact the bank's reputation and financial performance.
February 6 -
Succession planning is on a lot of advisors' minds right now. But it's not only owners who need to prepare for succession — employees also need to get ready. Financial Planning talked to Deena Katz, chairwoman of Evensky & Katz and associate professor of personal financial planning at Texas Tech, about her thoughts on this topic.
February 6 -
Wealth management firms are still gradually introducing their financial advisor forces to social media, but three years from now they fully expect the new medium to have fully taken hold in the industry.
February 3



