-
Thomas Welch knows theres a better chance he will be fired than retire. So he spent his vacation interning at Merrill Lynch Wealth Management to prepare for a second career to sustain him for the next 40 years.
May 15 -
Guggenheim Investments filed with the Securities and Exchange Commission to register the Emerging Markets Bond Strategy Fund, part of the Rydex Series Funds.
May 14 -
Stock and bond funds, including exchange traded funds, maintained a strong pace of net inflows in April, according to fund industry researcher Strategic Insight (SI).
May 14 -
When selecting global funds, consider the manager’s background and expertise in the particular foreign market.
May 14 -
Considering the recent success of several regional and single-country categories, is there a case for holding such high-potential funds in clients’ portfolios?
May 14 -
Amid intense competition for high-net-worth clients, the Private Client Reserve is ramping up its marketing efforts to differentiate itself from rivals.
May 14 -
Immediate annuities, also known as income annuities and payout annuities, can replace disappearing corporate pensions, but sales have been tepid. Insurers have responded with some significant bells and whistles.
May 14 -
Vanguard has rolled out the Vanguard Emerging Markets Government Bond Index Fund, the companys first international fixed income offering available to U.S. investors.
May 14 -
The difference shows up in profits margins, return on equity and a variety of other financial measures, according to the research findings, according to Eve Ellis, a financial advisor with the Matterhorn Group at Morgan Stanley Wealth Management. She says companies with significant female representation on boards and in senior leadership positions have stronger financials than those that do not.
May 14 -
The economic recession may have sparked a retirement crisis in America, but other significant derailers have also played a role.
May 14 -
You can do your clients a great service by sharing this story and reminding them that gifts of valuable personal property need to be well-documented with good estate planning, so that their loved ones dont have to fight in court over whether a valid gift was made or not.
May 14
-
Alex Freemon, 23, was happy to go door to door selling mutual funds for Edward Jones & Co., after graduating from college. But he quit in March when it didn't pay off.
May 14 -
Looking for international investing ideas? Every year, Morgan Stanley Smith Barney unveils its list of global investment ideas. Its 2012 list generally posted strong gains led by emerging markets equities (up 19.1%), dividend aristocrats (up 16.9%), U.S. large-cap growth (up 15.3%), and global gorillas (up 13.4%).
May 14 -
Coupling up, in the business sense, can increase income by 32% or even more, according to a recent Fidelity study.
May 14 -
Baird has bolstered its advisor force with two wirehouse teams with $800 million in assets.
May 14 -
The Securities America move underscored the intensity with which advisory firms are competing for talent, executive search experts said.
May 14 -
How will you scale your practice? What's the secret to retaining Gen Y employees? What's the best way to network? For three days, advisors and industry experts descended on Las Vegas for the semi-annual National Association of Personal Financial Advisors conference to discuss these topics and many others. Check out some of the best things we heard.
May 14
-
Stock and bond funds, including exchange traded funds, maintained a strong pace of net inflows in April, according to fund industry researcher Strategic Insight (SI).
May 14 -
Guggenheim Investments filed May 13 with the Securities and Exchange Commission to register the Emerging Markets Bond Strategy Fund, part of the Rydex Series Funds.
May 14 -
Former BlackRock Inc. fund manager Mark Lyttleton was arrested April 30 as part of an insider trading probe by the U.K. Financial Conduct Authority, two people familiar with the matter said.
May 14







