Practice

In their first presentations to analysts after the financial reform bill passed, some bank executives treated the landmark legislation like any other facet of business, sandwiching relevant cost estimates between the usual slides on capital ratios and credit losses.

In a sign that the economy has a long way to go, U.S. small business owners’ confidence hit its lowest point in 29 quarters, according to the latest Wells Fargo/Gallup Small Business Index, conducted in July.

The insurance company made a series of changes to its college-savings program, including a new business relationship with Upromise and new age bands in the age-based portfolios.

Eleven-year veteran with the company begins new appointment immediately.

Although women controlled approximately 27%, or $20.2 trillion, of the world’s wealth in 2009, over half of women feel wealth managers could be better meeting their financial needs, according to a Boston Consulting Group global study released on Thursday.

Fidelity sees increase in “breakaway” teams going independent; others maintain that wirehouse channel is the place to be.

Investors increasingly opt in to automatic investment accounts like target-date funds.

After nearly a month of delays, the Senate was expected to pass a bill late Wednesday that would create a $30 billion small-business lending fund.

Too few women have a detailed financial plan in place, according to a Prudential Financial study, something that can impact their financial security in the long run.

Advisors gather at Boston University to trade ideas on how to build a better practice.