Mutual fund companies spent more on advertising last year as they touted their products improved performance in a bull market, according to an industry study.
The companies spent roughly $515 million on advertising in 2000, an increase of 22 percent from 1999, the study said.
Use of print advertising declined. And companies increasingly turned to non-traditional approaches, such as sponsorships and elevator advertising.
Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
