Practice

The Bush tax cut and unemployment benefit extension legislation passed a key procedural hurdle in the Senate on Monday, overcoming the 60-vote threshold needed to come up for a vote later in the week.

According to a study by ING Retirement Research, investors who work with a a financial professional report saving significantly more for retirement.

If Mitchell Glassman visited your town sometime in the past 35 years, it probably wasn't for a good reason. The FDIC veteran has been involved in nearly 1,000 takeovers.

John Bouchard, Saundra F. Albrite-Bouchard and Julie-Anne Lewis represent the first team of financial advisors to join Washington Wealth, which Tony Sirianni and Ross Wilkinson launched earlier this month.

According to a study by ING Retirement Research, investors who work with a a financial professional report saving significantly more for retirement.

The New Jersey consulting firm hopes to hire two more full-time consultants in the next year, as she focuses on growing the consulting services for independent advisors.

Individuals aren't as interested in Roth conversions as many advisers expected.

The platform, which allows clients to obtain two-way dealable prices and execute trades live or with delta exchange, is a component of BofA Merrill’s overall eFX offering.

U.S. proxy advisory firms are now caught in the middle of a heated debate over how-and even whether-they should be regulated.

It wants to double its assets under management, currently about $6 billion, over the next five years, according to Wietlisbach. Haverford is seeking to bolster its name recognition beyond the Philadelphia area through an advertising campaign and event sponsorship in cities such as Chicago, Boston, Dallas and Los Angeles.