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Americans’ financial outlook is ending 2011 with a continued rise in confidence, the Country Financial Security Index shows. The index rose 1.6 points in December, to end the year at 64.8.
December 20 -
A jury for the U.S. District Court for the Southern District of New York has ruled in favor of an SEC lawsuit against a former Prudential Securities registered rep for market timing mutual funds between 2001 and 2003.
December 20 -
The team includes Robert Krebs, Brian Pennell, Jennifer Duffy and Sandra Peters, who now operate under the name Blue Ocean Wealth Advisors.
December 20 -
When Bank of America Merrill Lynch financial advisor Jay Fields had to do a couple of swaps on Monday morning from one security to another, he said the process was seamless thanks to a new portfolio management and trading platform.
December 20 -
Of all the social media sites that Aite Group followed in its study, only the use of LinkedIn grew between 2009 and 2011.
December 20 -
For once, its the whippersnappers who are behaving more wisely. At least when it comes to saving, Generation X and Generation Y workers are more diligent than their peers.
December 20 -
The time for watching and waiting is over. Twitter is a cultural phenomenon and more and more financial advisors are setting up Twitter profiles and testing the waters to connect with existing clients, promote their services to potential new clients and share industry news and insight with their peers. Here's what you need to know.
December 20 -
The time for watching and waiting is over. Twitter is a culture phenomenon and more and more financial advisors are setting up Twitter profiles and testing the waters to connect with existing clients, promote their services to potential new clients and share industry news and insight with their peers. Whether you are new to Twitter or seasoned vet, here are 10 tips provided by TJ Gilsenan, Web-Savvy Advisor, to help financial advisors get the most out of the platform:
December 20 -
A jury for the U.S. District Court for the Southern District of New York has ruled in favor of a Securities and Exchange Commission lawsuit against a former Prudential Securities registered rep for market timing mutual funds between 2001 and 2003.
December 20 -
TJ Gilsenan, the Web Savvy Advisor, says it's time for advisors (if they haven't already) to start tweeting. Here are some tips to help you and your firm start taking advantage of this powerful social media tool.
December 20



