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Back in 1994, John Reed was elected chief executive of Citicorp, shares of stock in India were traded in lots of one and Neeraj Sahai became a management associate charged with helping handle relations with large financial institutions in Mumbai.

As the unified managed accounts business grows in size, so do the potential for errors when it comes to communicating information about investment models.

Flexibility. Tactical allocation. Macroeconomic analysis.

Accountants who offer financial planning services can provide their clients much-needed help from a trusted advisor.

About a week ago, Prudential released preliminary survey results indicating that when shopping for retirement plans, consumers between the ages of 18 and 36 were more interested than those over age 45 in guaranteed income features. The company is leveraging these results with additional features, including security, to certain plans offered by Prudential Retirement.

Morgan Stanley Smith Barney has defined tweets as “static content” it is widely watch pilot test of Twitter and Linked In involving 600 of its 18,000 financial advisors. Here's a look at what you and your firm need to know to drive a successful social media plan.

Wirehouses have lost headcount and asset share even as the average assets under management per adviser in the channel has risen, according to a new report released Friday from Cerulli Associates.

Wirehouses have lost headcount and asset share even as the average assets under management per advisor in the channel has risen, according to a new report released Friday from Cerulli Associates.

Barclays Wealth announced the hiring of six advisors in its Boston, New York, Dallas and Miami offices. The new hires all have backgrounds serving high net worth clients, Barclays said in a press release Friday.

An IRS proposal to require U.S. banks to report the interest earned by certain foreign depositors has revived a decade-old fight in the battle over how far authorities should go to fight tax evasion.