Practice

Socialware, the Austin, Texas-based firm that helps mutual fund, brokerage and other financial services firms track their social media communications and stay in compliance with company and industry regulations, has secured another $7 million in funding.

Middle-income Baby Boomers, those earning between $30,000 and $74,000 are vastly underserved in terms of preparing for retirement, according to a new report from the Insured Retirement Institute, “Middle-Income Boomers and Retirement: Tapping the Significant and Underserved Middle-Income Market.”

A senior employee known as an aggressive workaholic, but who seems stressed, yet rarely takes vacations, declines promotions and zealously protects his business unit from outside scrutiny while personally handling choice vendors may be up to something devious.

Social networking? Everyone's doing it. Particularly your next generation of fund customers. You will want to reach them, as they walk and talk through the Internet.

The Retirement Income Industry Association this week announced that Duncan Williams, a graduate instructor in the personal financial planning division at Texas Tech University, and his advisor, Michael Finke, an associate professor and coordinator at the university, will receive the first Academic Thought Leadership Award at the association's Fall Conference & Awards Gala in Boston in October.

African-American financial advisors just need to look at The Washington Group, headed by managing partner Leo Tucker, to appreciate the realities and the upside potential of their chosen careers.

A senior employee known as an aggressive workaholic, but who seems stressed, yet rarely takes vacations, declines promotions, and zealously protects his business unit from outside scrutiny while personally handling choice vendors may be up to something devious.

Middle-income Baby Boomers, those earning between $30,000 and $74,000 are vastly underserved in terms of preparing for retirement, according to a new report from the Insured Retirement Institute, “Middle-Income Boomers and Retirement: Tapping the Significant and Underserved Middle-Income Market.”

Thomson Reuters said it began providing high-speed information and trading services to foreign currency trading firms, from its London data centers.

With Google's announcement of its agreement to acquire Motorola Mobility Holdings, the search giant has potentially turbocharged its mobile payment plans.