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The sudden slowdown in U.S. inflation has left Treasuries at the cheapest levels in almost two years, aiding the Federal Reserves efforts to tamp down long-term borrowing costs while the economy improves.
March 11 -
Increased compliance requirements, regulatory changes, and an aging client base are just some of the obstacles RIAs will face this year, but advisors still see a bright future for their assets under management.
March 11 -
The future of financial planning will be shaped by a dozen key trends. How will these trends affect you and your business?
March 11 -
The two Monday morning sessions at the Bank Insurance & Securities Associations annual conference were billed as Market Perspectives and they lived up to the name.
March 11 -
Oklahoma City, OKbased Exchange Traded Concepts, an exchange-traded fund platform for emerging managers, has received the green light from the Securities and Exchange Commission to launch actively managed ETFs, Money Management Executive has learned.
March 11 -
Here are the top firms according to their basic payout for producers at the $200,000 mark.
March 11 -
More than one in five worry they may not be doing enough to make a difference, with 82% subscribing to the belief that greater wealth brings a greater obligation to be philanthropic.
March 11 -
What is the proper role of an advisor in the board meetings. Should they attend? Should they speak? Steve Wershing says advisors have to understand the "don'ts" before they consider the "do's."
March 11
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The number of tax-delinquent federal workers and retirees increased by 11.5 percent in 2011, according to Internal Revenue Service data.
March 11 -
Norm Champ has been on the job as Director of the Division of Investment Management at the Securities and Exchange Commission for eight months and a lot of mutual fund executives are nervously waiting for the SEC has in store for the industry in 2013 and beyond.
March 11 -
U.S. exchange-traded fund assets totaled $1.41 trillion as of Feb. 28up 5.1% year-to-date, according to State Street Global Advisors latest ETF Snapshot.
March 11 -
Touchstone Investments is closing its Touchstone Sands Capital Institutional Growth Fund to new investors. The fund managed some $2.6 billion as of March 8.
March 11 -
Investors injected roughly $10.8 billion into mutual funds and exchange-traded funds (ETFs) for the week.
March 11 -
A Massachusetts Democrat has introduced a bill that would permanently extend Build America Bonds with a subsidy rate that drops on a phased-in basis and a provision that ensures sequestration would not result in reduced Treasury subsidy payments to issuers.
March 11 -
Zero-coupon bonds: exceptional value or chronic underperformance? Opinions vary, but there's no mistaking that there's a lot of activity in zeros lately as investors look to them for yield.
March 11 -
In the two months since its launch, the iPad app has been downloaded by a half million Wells Fargo customers, who have rated it just under four stars. What's unique about the app is that it lets customers manage consumer, small business and Wells Fargo Advisors brokerage accounts in one place.
March 11 -
If there was a theme to the opening sessions of the Bank Insurance & Securities Associations annual conference in Florida on Sunday, it could be characterized as moderation.
March 10 -
The interest in security among independent advisors seemed to have ratcheted up. Perhaps its because major custodians have acted to heighten advisor awareness of attacks, or it could be increased media coverage of Chinese hackers targeting U.S. websites but either way, it was one of the key questions for attendees at Februarys Technology Tools for Today conference.
March 10 -
Among the provisions of the new tax law is the introduction of in-plan Roth conversions for participants of employer-sponsored retirement plans. This provision may be especially valuable to high-income clients, according to Thomson Reuters.
March 10 -
What's worse than battling with a loved one over money? Watching another couple argue about money ... right in your conference room.
March 10







