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Fidelity Charitable on Thursday rolled out GivingCentral, an online adviser platform, and a dedicated adviser service team.
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The Expect Miracles Foundation – Financial Services Against Cancer Thursday announced its 2012 Expect Miracles Awards, sponsored by American Century Investments. This will be the program’s third year. Entries are being accepted through March 5.
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For financial advisors, the introduction of iPad over the past year has changed everything. Notoriously resistant to new technologies, advisers have become envious of the remarkable advancements taking place in the consumer tech market.
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But most of that money went back into bond funds and hybrid funds, which took in a combined $16.3 billion for the month.
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A majority of Americans are concerned about the financial protection of their families, according to a new survey by Ipsos Public Affairs, a global market-research company. The survey was sponsored by New York Life Insurance Company, which launched an index this month called the Personal Protection Index to help Americans measure their level of financial protection.
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Fixed annuity sales fell 7% in the third quarter to $19 billion, according to Beacon Researchs Fixed Annuity Premium Study. For the year to date, sales fell slightly less than 1% to $58.3 billion.
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Robert J. McCann was named chief executive of UBS Group Americas, adding to his responsibilities for the firms wealth management unit.
December 1 - Money Management Executive
For financial advisers, the introduction of iPad over the past year has changed everything. Notoriously resistant to new technologies, advisers have become envious of the remarkable advancements taking place in the consumer tech market.
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A Dallas district court upheld a $1.7 million FINRA arbitration panels penalty against Raymond James Financial Services over how a former independent contractor handled the finances of an elderly Texas man and the estate of his deceased wife.
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Lincoln Financial Group has launched a new, $20 million advertising campaign created by Gyro of New York.
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